401(k) · DOL Form 5500 · 2024

Joint Research and Development, LLC 401(k) Plan

Data updated 2026-08-11

$23M
Total assets
152
Participants
73rd
Percentile by assets
$149,065
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Joint Research and Development, LLC Employees' Retirement Plan · Sponsored by Joint Research and Development, LLC · Virginia · Professional & Technical Services

$23M in assets, 152 participants

Joint Research and Development, LLC's Joint Research and Development, LLC Employees' Retirement Plan reported $23M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • 73rd percentile by assets (of 123,622 plans)
  • #14,545 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Joint Research and Development, LLC Employees' Retirement Plan covers 152 participants in Virginia, about 19% of the average Virginia filer (state average ~782 per filing). Assets: $23M.

$23M
total plan assets (2024 EOY)
152
covered participants
73rd
percentile by assets (of 123,622 plans)
$149,065
avg assets per participant

Where Joint Research and Development, LLC Employees' Retirement Plan sits by total assets

Joint Research and Development, LLC Employees' Retirement Plan vs every filed plan by assets

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

$22,657,829 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joint Research and Development, LLC Employees' Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Joint Research and Development, LLC Employees' Retirement Plan reported participants fell from 159 in the plan year 2023 filing to 152 in the plan year 2024 filing.
  • Joint Research and Development, LLC Employees' Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Virginia
Industry
Professional & Technical Services

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Joint Research and Development, LLC Employees' Retirement Plan reports 152 participants - about 19% of that state average ($23M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN421633797
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Research and Development, LLC)

$10M$15M$20M$25M 202220232024 $12.3M $22.7M ▲ +84.4%
Total plan assets by year, all Joint Research and Development, LLC plans on file
Year Plans Participants Total Assets
2022 1 193 $12M
2023 1 159 $15M
2024 1 152 $23M

Nearby 401(k) Plans in Virginia

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

Joint Research and Development, LLC Employees' Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Joint Research and D…, Total assets ($B): 0.022657829 · Participants: 152Joint Research and D…Northrop Grumman Sav…, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Sav…401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Cor…, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Cor…Capital One Financia…, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financia…Leidos, Inc. Retirem…, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirem…
Joint Research and Development, LLC Employees' Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Joint Research and Development, LLC Empl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Joint Research and Development, LLC Employees' Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Joint Research and Development, LLC Employees' Retirement Plan assets move in 2024? ▼
Joint Research and Development, LLC Employees' Retirement Plan surged - up 46.5% during 2024, from $15M to $23M. Reported net income was $3M.
How have Joint Research and Development, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Research and Development, LLC's sponsor-wide assets grew 84.3%, from $12M to $23M.
Which 401(k) plans are similar in size to Joint Research and Development, LLC Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is M. Bohlke Veneer Corporation Profit Sharing & 401(k) Plan in OH ($23M, 218 participants).

Next read for Joint Research and Development, LLC Empl…

Filing takeaways

Ways to act on Joint Research and Development, LLC Employees' Retirement Plan's numbers.

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 421633797.

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.