401(k) · DOL Form 5500 · 2023

Jeol USA, Inc. 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
235
Participants Below avg headcount
92nd
Percentile by assets National rank
$455,552
Avg per participant High balance/head
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Official DOL plan name: Jeol USA Inc. Employees Retirement Plan and Trust · Sponsored by Jeol USA, Inc. · Massachusetts · Professional & Technical Services

$107M in assets, 235 participants

Jeol USA, Inc.'s Jeol USA Inc. Employees Retirement Plan and Trust reported $107M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,866 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Jeol USA Inc. Employees Retirement Plan and Trust covers 235 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $107M.

#18,866
in Professional & Technical Services (20,321 peers)
+20.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Jeol USA Inc. Employees Retirement Plan and Trust's outsized position by total assets

Jeol USA Inc. Employees Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$107,054,659 Top 8% higher than 92% of 127,068 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 2023

Jeol USA Inc. Employees Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeol USA Inc. Employees Retirement Plan and Trust sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeol USA Inc. Employees Retirement Plan and Trust reported net income rose from -$25M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Jeol USA Inc. Employees Retirement Plan and Trust end-of-year assets rose from $89M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • Jeol USA Inc. Employees Retirement Plan and Trust reported participants rose from 210 in the plan year 2022 filing to 235 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 046058420 · Jeol USA, Inc. PY 2023 · 401(k)

Jeol USA Inc. Employees Retirement Plan and Trust · $107M · 235 · 92nd

  • TYPE $107M
  • TYPE 235
  • TYPE 92nd
  • TYPE 401(k)
  • TYPE near Information Services Group, Inc. Profit Sharing Plan
  • TYPE ind #18866

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Jeol USA Inc. Employees Retirement Plan and Trust in the asset neighbourhood

Kldiscovery Ontrack, LLC 401(k) PlanKldiscovery Ontrack, LLC 401…$107MJeol USA Inc. Employees Retirement Plan and TrustJeol USA Inc. Employees Reti…$107MInformation Services Group, Inc. Profit Sharing PlanInformation Services Group, …$107MPlanview, Inc. 401(k) Retirement PlanPlanview, Inc. 401(k) Retire…$107MGmg Employees Savings Plan$107M
End-of-year total assets ($M) among Jeol USA Inc. Employees Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$107M
Net Income$18M
Employer EIN046058420
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jeol USA, Inc.)

Sponsor-wide plan assets over time

All Jeol USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$124M 39.74742831409209% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $89M $124M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 210 $89M
2023 1 235 $107M
2024 1 247 $124M

Nearby 401(k) Plans in Massachusetts

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

Jeol USA Inc. Employees Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Jeol USA Inc. Employees Retirement Plan and Trust, Total assets ($B): 0.107054659 · Participants: 235Jeol USA Inc. Employees Retirement Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Jeol USA Inc. Employees Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Jeol USA Inc. Employees Retirement Plan and Trust side-by-side with 3 peers →

Jeol USA Inc. Employees Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Information Services Group, Inc. Profit Sharing Plan in CT ($107M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (235 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jeol USA Inc. Employees Retirement Plan and Trust assets move in 2023? ▼
Jeol USA Inc. Employees Retirement Plan and Trust grew sharply - up 20.3% during 2023, from $89M to $107M. Reported net income was $18M.
How have Jeol USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeol USA, Inc.'s sponsor-wide assets grew 39.7%, from $89M to $124M.
Where does Jeol USA Inc. Employees Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Jeol USA Inc. Employees Retirement Plan and Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Jeol USA Inc. Employees Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Information Services Group, Inc. Profit Sharing Plan in CT ($107M, 417 participants).
Which 401(k) plans cover a similar participant headcount to Jeol USA Inc. Employees Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 046058420.

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.