401(k) · DOL Form 5500 · 2024
Jmg Financial Group, Ltd. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 93
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $306,528
- Avg per participant High balance/head
Official DOL plan name: Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust · Sponsored by Jmg Financial Group, Ltd. · Illinois · Finance & Insurance
$29M in assets, 93 participants
Jmg Financial Group, Ltd.'s Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust reported $29M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #5,443 in Finance & Insurance (8,549 peers)
Where Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust sits by assets
Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $29M for 93 participants (~$306,528/participant), up 21.8% in 2024.
- #5,443
- in Finance & Insurance (8,549 peers)
- +21.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust's outsized position by total assets
Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,507,059 Top 24% higher than 76% 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
Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust end-of-year assets rose from $23M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust reported participants rose from 92 in the plan year 2023 filing to 93 in the plan year 2024 filing.
DOL schedule card
Filing strip 363275370 · Jmg Financial Group, Ltd. PY 2024 · 401(k)
Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust · $29M · 93 · 76th
- IND $29M
- EOY 93
- 5500 76th
- ASSETS 401(k)
- PCT near Mellott Company 401(k) Plan
- EIN ind #5443
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 Illinois →
Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $5M |
| Employer EIN | 363275370 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jmg Financial Group, Ltd.)
Sponsor-wide plan assets over time
All Jmg Financial Group, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 57.08406793278136% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $18M |
| 2023 | 1 | 92 | $23M |
| 2024 | 1 | 93 | $29M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Mellott Company 401(k) Plan in PA ($29M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Mellott Company 401(k) Plan (PA) $29M · 303
- Ennis Electric Company, Inc. 401(k) Retirement Plan (VA) $29M · 110
- Vensure Retirement Plan (FL) $29M · N/A
- Post University, Inc. 401(k) Retirement Plan (CT) $29M · 744
Similar participant headcount
Nearest other-state filings by covered participants (93 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.