401(k) · DOL Form 5500 · 2024

Juniper Communities LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,841
Participants Near avg headcount
59th
Percentile by assets National rank
$6,455
Avg per participant Low balance/head
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Official DOL plan name: Juniper Communities Retirement Plan · Sponsored by Juniper Communities LLC · New Jersey · Healthcare & Social Assistance

$12M in assets, 1,841 participants

Juniper Communities LLC's Juniper Communities Retirement Plan reported $12M in total assets and 1,841 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #10,959 in Healthcare & Social Assistance (16,916 peers)

Coverage in New Jersey

Juniper Communities Retirement Plan covers 1,841 participants in New Jersey, 2.2x the typical New Jersey plan (state average ~844 per filing). Assets: $12M.

#10,959
in Healthcare & Social Assistance (16,916 peers)
+8.2%
assets growth YoY

Juniper Communities Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Juniper Communities Retirement Plan vs every filed plan by assets

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

$11,883,596 Top 41% higher than 59% 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

Juniper Communities Retirement 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. Juniper Communities Retirement Plan lands in the large band (1,841 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Juniper Communities Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $898K in the plan year 2024 filing.
  • Juniper Communities Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Juniper Communities Retirement Plan reported participants rose from 1,793 in the plan year 2023 filing to 1,841 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133458256 · Juniper Communities LLC PY 2024 · 401(k)

Juniper Communities Retirement Plan · $12M · 1,841 · 59th

  • BOOK $12M
  • VS-ST 1,841
  • BOY 59th
  • SCH 401(k)
  • EBSA near 401(k) Profit Sharing Plan for Employees of Lifestream, Inc.
  • PART ind #10959

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

Juniper Communities Retirement Plan in the asset neighbourhood

Juniper Communities Retirement PlanJuniper Communities Retireme…$12M401(k) Profit Sharing Plan for Employees of Lifestream, Inc.401(k) Profit Sharing Plan f…$12MNext Phase Solutions and Services 401(k) PlanNext Phase Solutions and Ser…$12MGeorge Associates Inc Profit Sharing PlanGeorge Associates Inc Profit…$12MJacobs Douwe Egberts USA 401(k) PlanJacobs Douwe Egberts USA 401…$12M
End-of-year total assets ($M) among Juniper Communities Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$898K
Employer EIN133458256
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Juniper Communities LLC)

Sponsor-wide plan assets over time

All Juniper Communities LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 24.898232962041693% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.51M $11.9M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 1,039 $10M
2023 1 1,793 $11M
2024 1 1,841 $12M

Nearby 401(k) Plans in New Jersey

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

Juniper Communities Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Juniper Communities Retirement Plan, Total assets ($B): 0.011883596 · Participants: 1841Juniper Communities Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Juniper Communities Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Juniper Communities Retirement Plan side-by-side with 3 peers →

Juniper Communities Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Lifestream, Inc. in MA ($12M); by covered participants it is Areas USA, Inc. 401(k) Profit Sharing Plan and Trust in FL (1,841 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,841 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 Juniper Communities Retirement Plan assets move in 2024? ▼
Juniper Communities Retirement Plan grew at a solid clip - up 8.2% during 2024, from $11M to $12M. Reported net income was $898K.
How have Juniper Communities LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juniper Communities LLC's sponsor-wide assets grew 24.9%, from $10M to $12M.
Which 401(k) plans are similar in size to Juniper Communities Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Lifestream, Inc. in MA ($12M, 657 participants).
Which 401(k) plans cover a similar participant headcount to Juniper Communities Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Areas USA, Inc. 401(k) Profit Sharing Plan and Trust in FL (1,841 participants, $8M 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 133458256.

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.