401(k) · DOL Form 5500 · 2024
A.J. Jersey, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 178
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $104,319
- Avg per participant Below avg balance/head
Official DOL plan name: A.J. Jersey, Inc. Employees Profit Sharing 401(k) Plan · Sponsored by A.J. Jersey, Inc. · New Jersey · Wholesale Trade
$19M in assets, 178 participants
A.J. Jersey, Inc.'s A.J. Jersey, Inc. Employees Profit Sharing 401(k) Plan reported $19M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #3,895 in Wholesale Trade (6,080 peers)
Coverage in New Jersey
A.J. Jersey, Inc. Employees Profit Sharing 401(k) Plan covers 178 participants in New Jersey, about 21% of the average New Jersey filer (state average ~844 per filing). Assets: $19M.
- #3,895
- in Wholesale Trade (6,080 peers)
- -3.4%
- assets change YoY
The plan reported a net loss of $654K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
A.J. Jersey, Inc. Employees Profit Sharing 401(k) Plan's outsized position by total assets
A.J. Jersey, Inc. Employees Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,568,843 Top 31% higher than 69% 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
A.J. Jersey, Inc. Employees Profit Sharing 401(k) 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. A.J. Jersey, Inc. Employees Profit Sharing 401(k) Plan sits mid-pack in the medium band (178 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- A.J. Jersey, Inc. Employees Profit Sharing 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$654K in the plan year 2024 filing.
- A.J. Jersey, Inc. Employees Profit Sharing 401(k) Plan reported participants rose from 170 in the plan year 2023 filing to 178 in the plan year 2024 filing.
- A.J. Jersey, Inc. Employees Profit Sharing 401(k) Plan end-of-year assets fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 221905554 · A.J. Jersey, Inc. PY 2024 · 401(k)
A.J. Jersey, Inc. Employees Profit Sharing 401(k) Plan · $19M · 178 · 69th
- NET $19M
- NET 178
- NET 69th
- NET 401(k)
- NET near Nappi Distributors, Inc. 401(k) Plan
- NET ind #3895
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 Wholesale Trade retirement plans → · Plans in New Jersey →
A.J. Jersey, Inc. Employees Profit Sharing 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$654K |
| Employer EIN | 221905554 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A.J. Jersey, Inc.)
Sponsor-wide plan assets over time
All A.J. Jersey, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 7.722252337086193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 149 | $17M |
| 2023 | 1 | 170 | $19M |
| 2024 | 1 | 178 | $19M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
A.J. Jersey, Inc. Employees Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Nappi Distributors, Inc. 401(k) Plan in ME ($19M); by covered participants it is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.
- Bauer's Intelligent Transportation, Inc. 401(k) Plan (CA) 178 · 0 off
- Miller Motorcars, Inc. 401(k) Plan (CT) 178 · 0 off
- Tulsa Zoo Management, Inc. 401(k) Plan (OK) 178 · 0 off
- Midsouth Satellite LLC 401(k) Profit Sharing Plan and Trust (TN) 178 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.