401(k) · DOL Form 5500 · 2024

John R. Jurgensen & Associated Companies 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
257
Participants Below avg headcount
68th
Percentile by assets National rank
$70,599
Avg per participant Below avg balance/head
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Official DOL plan name: Phr 401(k) Plan for Hourly Employees · Sponsored by John R. Jurgensen & Associated Companies · Ohio · Construction

$18M in assets, 257 participants

John R. Jurgensen & Associated Companies's Phr 401(k) Plan for Hourly Employees reported $18M in total assets and 257 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.

  • #6,069 in Construction (9,039 peers)

Coverage in Ohio

Phr 401(k) Plan for Hourly Employees covers 257 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $18M.

#6,069
in Construction (9,039 peers)
+9.9%
assets growth YoY

Phr 401(k) Plan for Hourly Employees's outsized position by total assets

Phr 401(k) Plan for Hourly Employees vs every filed plan by assets

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

$18,144,038 Top 32% higher than 68% 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

Phr 401(k) Plan for Hourly Employees 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. Phr 401(k) Plan for Hourly Employees sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phr 401(k) Plan for Hourly Employees reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Phr 401(k) Plan for Hourly Employees end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Phr 401(k) Plan for Hourly Employees reported participants rose from 241 in the plan year 2023 filing to 257 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 350844079 · John R. Jurgensen & Associated Companies PY 2024 · 401(k)

Phr 401(k) Plan for Hourly Employees · $18M · 257 · 68th

  • EBSA $18M
  • EBSA 257
  • EBSA 68th
  • EBSA 401(k)
  • EBSA near Barnum and Celillo Electric, Inc Profit Sharing and 401(k) Plan
  • EBSA ind #6069

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 Construction retirement plans → · Plans in Ohio →

Phr 401(k) Plan for Hourly Employees in the asset neighbourhood

Vvf Kansas Services, LLC 401(k) PlanVvf Kansas Services, LLC 401…$18MPhr 401(k) Plan for Hourly EmployeesPhr 401(k) Plan for Hourly E…$18MBarnum and Celillo Electric, Inc Profit Sharing and 401(k) PlanBarnum and Celillo Electric,…$18MTalascend, LLC 401(k) Plan$18MFrontier and Golden Pride 401(k) PlanFrontier and Golden Pride 40…$18M
End-of-year total assets ($M) among Phr 401(k) Plan for Hourly Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN350844079
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John R. Jurgensen & Associated Companies)

Sponsor-wide plan assets over time

All John R. Jurgensen & Associated Companies plans reported in each filing year

Latest sponsor-wide plan assets
$18M 35.20072989165335% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.4M $18.1M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 228 $13M
2023 1 241 $17M
2024 1 257 $18M

Nearby 401(k) Plans in Ohio

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

Phr 401(k) Plan for Hourly Employees vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Phr 401(k) Plan for Hourly Employees, Total assets ($B): 0.018144038 · Participants: 257Phr 401(k) Plan for Hourly EmployeesGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Phr 401(k) Plan for Hourly Employees vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Phr 401(k) Plan for Hourly Employees side-by-side with 3 peers →

Phr 401(k) Plan for Hourly Employees's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Barnum and Celillo Electric, Inc Profit Sharing and 401(k) Plan in CA ($18M); by covered participants it is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (257 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Phr 401(k) Plan for Hourly Employees assets move in 2024? ▼
Phr 401(k) Plan for Hourly Employees grew at a solid clip - up 9.9% during 2024, from $17M to $18M. Reported net income was $2M.
How have John R. Jurgensen & Associated Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John R. Jurgensen & Associated Companies's sponsor-wide assets grew 35.2%, from $13M to $18M.
Which 401(k) plans are similar in size to Phr 401(k) Plan for Hourly Employees? ▼
Among 401(k) plans in other states, the closest by assets is Barnum and Celillo Electric, Inc Profit Sharing and 401(k) Plan in CA ($18M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Phr 401(k) Plan for Hourly Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (257 participants, $33M 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 350844079.

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.