401(k) · DOL Form 5500 · 2024

Jerrys Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
1,330
Participants Near avg headcount
83rd
Percentile by assets National rank
$33,731
Avg per participant Low balance/head
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Official DOL plan name: Jerrys Enterprises, Inc. Union Employee's 401(k) Plan · Sponsored by Jerrys Enterprises, Inc. · Minnesota · Retail Trade

$45M in assets, 1,330 participants

Jerrys Enterprises, Inc.'s Jerrys Enterprises, Inc. Union Employee's 401(k) Plan reported $45M in total assets and 1,330 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,265 in Retail Trade (8,048 peers)

Where Jerrys Enterprises, Inc. Union Employee's 401(k) Plan sits by assets

Jerrys Enterprises, Inc. Union Employee's 401(k) Plan sits in the top quartile of all filed plans by assets, $45M for 1,330 participants (~$33,731/participant), up 7.8% in 2024.

#7,265
in Retail Trade (8,048 peers)
+7.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Jerrys Enterprises, Inc. Union Employee's 401(k) Plan's outsized position by total assets

Jerrys Enterprises, Inc. Union Employee's 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$44,862,332 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Jerrys Enterprises, Inc. Union Employee's 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jerrys Enterprises, Inc. Union Employee's 401(k) Plan lands in the large band (1,330 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jerrys Enterprises, Inc. Union Employee's 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Jerrys Enterprises, Inc. Union Employee's 401(k) Plan end-of-year assets rose from $42M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Jerrys Enterprises, Inc. Union Employee's 401(k) Plan reported participants rose from 1,286 in the plan year 2023 filing to 1,330 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 410834686 · Jerrys Enterprises, Inc. PY 2024 · 401(k)

Jerrys Enterprises, Inc. Union Employee's 401(k) Plan · $45M · 1,330 · 83rd

  • VS-ST $45M
  • VS-ST 1,330
  • VS-ST 83rd
  • VS-ST 401(k)
  • VS-ST near Quantcast Corporation 401(k) Plan
  • VS-ST ind #7265

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 Retail Trade retirement plans → · Plans in Minnesota →

Jerrys Enterprises, Inc. Union Employee's 401(k) Plan in the asset neighbourhood

Lusardi 401(k) Plan$45MJerrys Enterprises, Inc. Union Employee's 401(k) PlanJerrys Enterprises, Inc. Uni…$45MQuantcast Corporation 401(k) PlanQuantcast Corporation 401(k)…$45MTri-City Cardiology Consultants, P.C. 401(k) PlanTri-City Cardiology Consulta…$45MOnepoint Hro, LLC Multiple Employer 401(k) PlanOnepoint Hro, LLC Multiple E…$45M
End-of-year total assets ($M) among Jerrys Enterprises, Inc. Union Employee's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$45M
Net Income$3M
Employer EIN410834686
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jerrys Enterprises, Inc.)

Sponsor-wide plan assets over time

All Jerrys Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 21.662447721095894% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $77.6M $94.4M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 1,951 $78M
2023 2 1,798 $90M
2024 2 1,900 $94M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jerrys Enterprises, Inc. Union Employee's 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Jerrys Enterprises, Inc. Union Employee's 401(k) Plan, Total assets ($B): 0.044862332 · Participants: 1330Jerrys Enterprises, Inc. Union Employee's 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Jerrys Enterprises, Inc. Union Employee's 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Jerrys Enterprises, Inc. Union Employee's 401(k) Plan side-by-side with 3 peers →

Jerrys Enterprises, Inc. Union Employee's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Quantcast Corporation 401(k) Plan in CA ($45M); by covered participants it is Tca 401(k) Retirement Savings Plan in IL (1,330 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,330 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jerrys Enterprises, Inc. Union Employee's 401(k) Plan assets move in 2024? ▼
Jerrys Enterprises, Inc. Union Employee's 401(k) Plan grew at a solid clip - up 7.8% during 2024, from $42M to $45M. Reported net income was $3M.
How have Jerrys Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jerrys Enterprises, Inc.'s sponsor-wide assets grew 21.7%, from $78M to $94M.
Where does Jerrys Enterprises, Inc. Union Employee's 401(k) Plan rank by assets among Form 5500 filers? ▼
Jerrys Enterprises, Inc. Union Employee's 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jerrys Enterprises, Inc. Union Employee's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quantcast Corporation 401(k) Plan in CA ($45M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Jerrys Enterprises, Inc. Union Employee's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tca 401(k) Retirement Savings Plan in IL (1,330 participants, $40M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410834686.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.