401(k) · DOL Form 5500 · 2024
Joe Jurgielewicz & Son, Ltd 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 231
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $33,502
- Avg per participant Low balance/head
Official DOL plan name: Joe Jurgielewicz & Son, Ltd., Et Al 401(k) Plan · Sponsored by Joe Jurgielewicz & Son, Ltd · Pennsylvania · Agriculture, Forestry & Fishing
$8M in assets, 231 participants
Joe Jurgielewicz & Son, Ltd's Joe Jurgielewicz & Son, Ltd., Et Al 401(k) Plan reported $8M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #657 in Agriculture, Forestry & Fishing (1,217 peers)
Coverage in Pennsylvania
Joe Jurgielewicz & Son, Ltd., Et Al 401(k) Plan covers 231 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.
- #657
- in Agriculture, Forestry & Fishing (1,217 peers)
- +17.8%
- assets growth YoY
Joe Jurgielewicz & Son, Ltd., Et Al 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
Joe Jurgielewicz & Son, Ltd., Et Al 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,738,957 Top 50% higher than 50% 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
Joe Jurgielewicz & Son, Ltd., Et Al 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. Joe Jurgielewicz & Son, Ltd., Et Al 401(k) Plan sits mid-pack in the medium band (231 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Joe Jurgielewicz & Son, Ltd., Et Al 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Joe Jurgielewicz & Son, Ltd., Et Al 401(k) Plan reported participants rose from 189 in the plan year 2023 filing to 231 in the plan year 2024 filing.
- Joe Jurgielewicz & Son, Ltd., Et Al 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 222620649 · Joe Jurgielewicz & Son, Ltd PY 2024 · 401(k)
Joe Jurgielewicz & Son, Ltd., Et Al 401(k) Plan · $8M · 231 · 50th
- RANK $8M
- RANK 231
- RANK 50th
- RANK 401(k)
- RANK near United Petroleum Transports, Inc. Employees Savings Plan
- RANK ind #657
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 Pennsylvania →
Joe Jurgielewicz & Son, Ltd., Et Al 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 222620649 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joe Jurgielewicz & Son, Ltd)
Sponsor-wide plan assets over time
All Joe Jurgielewicz & Son, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 58.517619539212795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $5M |
| 2023 | 1 | 189 | $7M |
| 2024 | 1 | 231 | $8M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Joe Jurgielewicz & Son, Ltd., Et Al 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is United Petroleum Transports, Inc. Employees Savings Plan in OK ($8M); by covered participants it is Unitek College Utah, LLC 401(k) Plan in CA (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.
- Unitek College Utah, LLC 401(k) Plan (CA) 231 · 0 off
- Bob Barker Company, Inc. 401(k) Plan (NC) 231 · 0 off
- Littleton Coin Company, Inc. Employee Retirement Plan (NH) 231 · 0 off
- Hartfiel Automation, Inc. 401(k) Profit Sharing Plan (MN) 231 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.