401(k) · DOL Form 5500 · 2024
Juno Investments LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 487
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $32,108
- Avg per participant Low balance/head
Official DOL plan name: Juno Investments & Esquared Hospitality 401(k) Plan · Sponsored by Juno Investments LLC · New York · Finance & Insurance
$16M in assets, 487 participants
Juno Investments LLC's Juno Investments & Esquared Hospitality 401(k) Plan reported $16M in total assets and 487 participants in its 2024 DOL Form 5500 filing, ranking in the 65th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,220 in Finance & Insurance (8,549 peers)
2024 asset change
Juno Investments & Esquared Hospitality 401(k) Plan pulled back noticeably 9.5% in 2024 ($17M → $16M) for 487 participants.
- #4,220
- in Finance & Insurance (8,549 peers)
- -9.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Juno Investments & Esquared Hospitality 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Juno Investments & Esquared Hospitality 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,636,446 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Juno Investments & Esquared Hospitality 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Juno Investments & Esquared Hospitality 401(k) Plan sits mid-pack in the medium band (487 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Juno Investments & Esquared Hospitality 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Juno Investments & Esquared Hospitality 401(k) Plan reported participants fell from 553 in the plan year 2023 filing to 487 in the plan year 2024 filing.
- Juno Investments & Esquared Hospitality 401(k) Plan end-of-year assets fell from $17M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 030527526 · Juno Investments LLC PY 2024 · 401(k)
Juno Investments & Esquared Hospitality 401(k) Plan · $16M · 487 · 65th
- EOY $16M
- EOY 487
- EOY 65th
- EOY 401(k)
- EOY near Sci Engineering, Inc. 401(k) Retirement Plan
- EOY ind #4220
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →
Juno Investments & Esquared Hospitality 401(k) Plan in the asset neighbourhood
Juno Investments LLC years around the 2024 move
Sponsor-wide plan assets over time
All Juno Investments LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 0.24291352628496676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 648 | $16M |
| 2023 | 1 | 553 | $17M |
| 2024 | 1 | 487 | $16M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$1M |
| Employer EIN | 030527526 |
| Plan Effective Date | 2001-01-24 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Juno Investments & Esquared Hospitality 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Sci Engineering, Inc. 401(k) Retirement Plan in MO ($16M); by covered participants it is Election Systems & Software, LLC 401(k) Plan in NE (487 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (487 participants); asset peers above are excluded.
- Election Systems & Software, LLC 401(k) Plan (NE) 487 · 0 off
- Educators Credit Union 401(k) Plan & Trust (WI) 487 · 0 off
- Worth Ross 401(k) Plan (TX) 487 · 0 off
- Sps Poolcare 401(k) Plan (TX) 487 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.