401(k) · DOL Form 5500 · 2024
Jana Partners Management, LP 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $871,868
- Avg per participant High balance/head
Official DOL plan name: Jana Partners Management, LP · Sponsored by Jana Partners Management, LP · New York · Finance & Insurance
$17M in assets, 20 participants
Jana Partners Management, LP's Jana Partners Management, LP reported $17M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #4,443 in Finance & Insurance (8,549 peers)
Jana Partners Management, LP multi-year trail
Jana Partners Management, LP's plans moved +32.7% in assets from 2022 to 2024; this filing shows Jana Partners Management, LP at $17M / 20 participants.
- #4,443
- in Finance & Insurance (8,549 peers)
- +2.7%
- assets growth YoY
Jana Partners Management, LP's outsized position by total assets
Jana Partners Management, LP vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,437,361 Top 32% higher than 68% 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
Jana Partners Management, LP among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jana Partners Management, LP is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jana Partners Management, LP reported net income fell from $4M in the plan year 2023 filing to $463K in the plan year 2024 filing.
- Jana Partners Management, LP reported participants fell from 22 in the plan year 2023 filing to 20 in the plan year 2024 filing.
- Jana Partners Management, LP end-of-year assets rose from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 900613671 · Jana Partners Management, LP PY 2024 · 401(k)
Jana Partners Management, LP · $17M · 20 · 68th
- VS-ST $17M
- VS-ST 20
- VS-ST 68th
- VS-ST 401(k)
- VS-ST near Voltage Multipliers, Inc. 401(k) Plan
- VS-ST ind #4443
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 →
Jana Partners Management, LP in the asset neighbourhood
Jana Partners Management, LP multi-year asset trail
Sponsor-wide plan assets over time
All Jana Partners Management, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 32.66938639491702% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $13M |
| 2023 | 1 | 22 | $17M |
| 2024 | 1 | 20 | $17M |
Jana Partners Management, LP filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $463K |
| Employer EIN | 900613671 |
| Plan Effective Date | 2004-01-01 |
| 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
Jana Partners Management, LP's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Voltage Multipliers, Inc. 401(k) Plan in CA ($17M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Voltage Multipliers, Inc. 401(k) Plan (CA) $17M · 210
- Concrete Holding Company of Alabama, Inc. 401(k) Plan (AL) $17M · 351
- Ars 401(k) Plan (FL) $17M · 1,308
- O'neil & Associates, Inc. Profit Sharing and Savings Plan (OH) $17M · 189
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Aae 401(k) Retirement Plan (MN) 20 · 0 off
- Pips & Bounce, Inc. 401(k) Profit Sharing Plan (OR) 20 · 0 off
- Aspects Holdings, Inc. 401(k) Plan (AL) 20 · 0 off
- Northwest Analytics, Inc. 401(k) Plan (OR) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.