401(k) · DOL Form 5500 · 2024

Jmg Financial Group, Ltd. 401(k) Plan

Data updated 2026-08-11

$29M
Total assets: 93
Participants: 76th
Percentile by assets: $306,528
Avg per participant

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.

76th percentile by assets (of 123,622 plans)
#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.

$29M
total plan assets (2024 EOY): 93
covered participants: 76th
percentile by assets (of 123,622 plans): $306,528
avg assets per participant

Where Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust sits 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 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.

See the national 2023→2024 release diff →

State

Illinois

Industry

Finance & Insurance

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust vs the 2024 asset distribution

By assets, Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust outranks 76% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Jmg Financial Group, Ltd. plans on file

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.

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Compare Jmg Financial Group, Ltd. Profit Sharing… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust by total assets, not by location.

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

Frequently Asked Questions

How did Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust assets move in 2024? ▼

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust grew sharply - up 21.8% during 2024, from $23M to $29M. Reported net income was $5M.

How have Jmg Financial Group, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jmg Financial Group, Ltd.'s sponsor-wide assets grew 57.1%, from $18M to $29M.

Where does Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Mellott Company 401(k) Plan in PA ($29M, 303 participants).

Next read for Jmg Financial Group, Ltd. Profit Sharing…

Scale reading

Ways to act on Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust's numbers.

By total assets, Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
Jmg Financial Group, Ltd.'s sponsor-wide assets have grown 57.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 363275370.