401(k) · DOL Form 5500 · 2024
Jerrys Enterprises Inc. 401(k) Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 570
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $86,883
- Avg per participant Below avg balance/head
Official DOL plan name: Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan · Sponsored by Jerrys Enterprises Inc. · Minnesota · Retail Trade
$50M in assets, 570 participants
Jerrys Enterprises Inc.'s Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan reported $50M in total assets and 570 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #7,323 in Retail Trade (8,048 peers)
Where Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan sits by assets
Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 570 participants (~$86,883/participant), up 2.5% in 2024.
- #7,323
- in Retail Trade (8,048 peers)
- +2.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan's outsized position by total assets
Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,523,165 Top 16% higher than 84% 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
Jerry's Enterprises Inc Employee's Profit Sharing 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. Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan sits mid-pack in the medium band (570 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan reported participants rose from 512 in the plan year 2023 filing to 570 in the plan year 2024 filing.
- Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan end-of-year assets rose from $48M in the plan year 2023 filing to $50M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 410834686 · Jerrys Enterprises Inc. PY 2024 · 401(k)
Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan · $50M · 570 · 84th
- TYPE $50M
- TYPE 570
- TYPE 84th
- TYPE 401(k)
- TYPE near Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan
- TYPE ind #7323
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 →
Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $1M |
| Employer EIN | 410834686 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING 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
| 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.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan in WV ($50M); by covered participants it is Clipper Magazine, LLC 401(k) Plan in PA (570 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (570 participants); asset peers above are excluded.
- Clipper Magazine, LLC 401(k) Plan (PA) 570 · 0 off
- Carrabbas 401(k) Plan (TX) 570 · 0 off
- Zodiac Seats US Union Savings Plan (TX) 570 · 0 off
- Rco Engineering, Inc. 401(k) Plan (MI) 570 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.