401(k) · DOL Form 5500 · 2024

Pearl J, Inc. 401(k) Plan

Data updated 2026-08-25

$297K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$99,050
Avg per participant Below avg balance/head
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Official DOL plan name: Pearl J, Inc. 401(k) Profit Sharing Plan · Sponsored by Pearl J, Inc. · Oregon · Agriculture, Forestry & Fishing

$297K in assets, 3 participants

Pearl J, Inc.'s Pearl J, Inc. 401(k) Profit Sharing Plan reported $297K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #133 in Agriculture, Forestry & Fishing (1,217 peers)

Pearl J, Inc. multi-year trail

Pearl J, Inc.'s plans moved +21.8% in assets from 2022 to 2024; this filing shows Pearl J, Inc. 401(k) Profit Sharing Plan at $297K / 3 participants.

#133
in Agriculture, Forestry & Fishing (1,217 peers)
+8.0%
assets growth YoY

Pearl J, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Pearl J, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$297,149 13th percentile higher than 13% 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

Pearl J, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pearl J, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pearl J, Inc. 401(k) Profit Sharing Plan reported net income fell from $31K in the plan year 2023 filing to $22K in the plan year 2024 filing.
  • Pearl J, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $275K in the plan year 2023 filing to $297K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 571220999 · Pearl J, Inc. PY 2024 · 401(k)

Pearl J, Inc. 401(k) Profit Sharing Plan · $297K · 3 · 13th

  • EOY $297K
  • EOY 3
  • EOY 13th
  • EOY 401(k)
  • EOY near The Helfgott Corp. 401(k) Profit Sharing Plan
  • EOY ind #133

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Oregon →

Pearl J, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Pearl J, Inc. 401(k) Profit Sharing PlanPearl J, Inc. 401(k) Profit …$297KThe Helfgott Corp. 401(k) Profit Sharing PlanThe Helfgott Corp. 401(k) Pr…$297KThe Next Adventurous Child LLC 401(k) PspThe Next Adventurous Child L…$297KThe Ayala Network, Inc. 401(k) Profit Sharing PlanThe Ayala Network, Inc. 401(…$297KMini Alien Corp. 401(k) Plan$297K
End-of-year total assets ($M) among Pearl J, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pearl J, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pearl J, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$297K 21.76990062493597% vs 2022
2024 filing year
$0.22M$0.24M$0.26M$0.28M$0.3M$0.32M 202220232024 $0.24M $0.3M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 3 $244K
2023 1 3 $275K
2024 1 3 $297K

Pearl J, Inc. filing trail (2024)

Total Assets (Beginning of Year)$275K
Net Assets (End of Year)$297K
Net Income$22K
Employer EIN571220999
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Pearl J, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Pearl J, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000297149 · Participants: 3Pearl J, Inc. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Pearl J, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Pearl J, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pearl J, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is The Helfgott Corp. 401(k) Profit Sharing Plan in VA ($297K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Pearl J, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Pearl J, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.0% during 2024, from $275K to $297K. Reported net income was $22K.
How have Pearl J, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pearl J, Inc.'s sponsor-wide assets grew 21.8%, from $244K to $297K.
Where does Pearl J, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Pearl J, Inc. 401(k) Profit Sharing Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Pearl J, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Helfgott Corp. 401(k) Profit Sharing Plan in VA ($297K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Pearl J, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 571220999.

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.