401(k) · DOL Form 5500 · 2024

Joint Research and Development, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
152
Participants Small participant base
73rd
Percentile by assets National rank
$149,065
Avg per participant Above avg balance/head
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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.

  • #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.

#14,545
in Professional & Technical Services (20,173 peers)
+46.5%
assets growth YoY

Joint Research and Development, LLC Employees' Retirement Plan's outsized position 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 $2,050,000,000 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

Joint Research and Development, LLC Employees' Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joint Research and Development, LLC Employees' Retirement Plan sits mid-pack in the medium band (152 participants).

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 →

DOL schedule card

Filing strip 421633797 · Joint Research and Development, LLC PY 2024 · 401(k)

Joint Research and Development, LLC Employees' Retirement Plan · $23M · 152 · 73rd

  • PCT $23M
  • EIN 152
  • RANK 73rd
  • PHOTO 401(k)
  • IND near M. Bohlke Veneer Corporation Profit Sharing & 401(k) Plan
  • EOY ind #14545

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 Virginia →

Joint Research and Development, LLC Employees' Retirement Plan in the asset neighbourhood

Joint Research and Development, LLC Employees' Retirement PlanJoint Research and Developme…$23MM. Bohlke Veneer Corporation Profit Sharing & 401(k) PlanM. Bohlke Veneer Corporation…$23MErdman Company Employees Profit Sharing/401(k) PlanErdman Company Employees Pro…$23MRockland, Inc. Profit Sharing PlanRockland, Inc. Profit Sharin…$23MFred Martin Motor Company 401(k) Profit Sharing Plan & TrustFred Martin Motor Company 40…$23M
End-of-year total assets ($M) among Joint Research and Development, LLC Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Joint Research and Development, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 84.30166321752559% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.3M $22.7M ▲ +84.4%
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 ($B) Participants Joint Research and Development, LLC Employees' Retirement Plan, Total assets ($B): 0.022657829 · Participants: 152Joint Research and Development, LLC Employees' Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Joint Research and Development, LLC Employees' Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Joint Research and Development, LLC Employees' Retirement Plan side-by-side with 3 peers →

Joint Research and Development, LLC Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is M. Bohlke Veneer Corporation Profit Sharing & 401(k) Plan in OH ($23M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 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).
Which 401(k) plans cover a similar participant headcount to Joint Research and Development, LLC Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Astadia Incorporated 401(k) Plan in MA (152 participants, N/A 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 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.