401(k) · DOL Form 5500 · 2024

Jorgensen and Sons Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
139
Participants Small participant base
39th
Percentile by assets National rank
$31,038
Avg per participant Low balance/head
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Official DOL plan name: Jorgensen & Sons, Inc. 401(k) Retirement Plan · Sponsored by Jorgensen and Sons Inc · California · Manufacturing

$4M in assets, 139 participants

Jorgensen and Sons Inc's Jorgensen & Sons, Inc. 401(k) Retirement Plan reported $4M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,013 in Manufacturing (17,777 peers)

Coverage in California

Jorgensen & Sons, Inc. 401(k) Retirement Plan covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $4M.

#4,013
in Manufacturing (17,777 peers)
-2.7%
assets change YoY

The plan reported a net loss of $118K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jorgensen & Sons, Inc. 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Jorgensen & Sons, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$4,314,286 39th percentile higher than 39% 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

Jorgensen & Sons, Inc. 401(k) 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. Jorgensen & Sons, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jorgensen & Sons, Inc. 401(k) Retirement Plan reported net income fell from $263K in the plan year 2023 filing to -$118K in the plan year 2024 filing.
  • Jorgensen & Sons, Inc. 401(k) Retirement Plan reported participants rose from 132 in the plan year 2023 filing to 139 in the plan year 2024 filing.
  • Jorgensen & Sons, Inc. 401(k) Retirement Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941477041 · Jorgensen and Sons Inc PY 2024 · 401(k)

Jorgensen & Sons, Inc. 401(k) Retirement Plan · $4M · 139 · 39th

  • PCT $4M
  • PCT 139
  • PCT 39th
  • PCT 401(k)
  • PCT near A World for Children 401(k) Plan
  • PCT ind #4013

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 Manufacturing retirement plans → · Plans in California →

Jorgensen & Sons, Inc. 401(k) Retirement Plan in the asset neighbourhood

Jorgensen & Sons, Inc. 401(k) Retirement PlanJorgensen & Sons, Inc. 401(k…$4MA World for Children 401(k) PlanA World for Children 401(k) …$4MVista Care Employees 401(k) PlanVista Care Employees 401(k) …$4MArbutus Park Manor Retirement Savings PlanArbutus Park Manor Retiremen…$4MSouth Hills Rehab Assoc. Inc. 401(k) Profit Sharing PlanSouth Hills Rehab Assoc. Inc…$4M
End-of-year total assets ($M) among Jorgensen & Sons, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$118K
Employer EIN941477041
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jorgensen and Sons Inc)

Sponsor-wide plan assets over time

All Jorgensen and Sons Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 11.113600105007446% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.4M $11.5M ▲ +11.1%
Year Plans Participants Total Assets
2022 2 265 $10M
2023 2 265 $11M
2024 2 280 $12M

Nearby 401(k) Plans in California

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

Jorgensen & Sons, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jorgensen & Sons, Inc. 401(k) Retirement Plan, Total assets ($B): 0.004314286 · Participants: 139Jorgensen & Sons, Inc. 401(k) Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Jorgensen & Sons, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jorgensen & Sons, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Jorgensen & Sons, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is A World for Children 401(k) Plan in TX ($4M); by covered participants it is Minamyer Residential 401(k) Plan in OH (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Jorgensen & Sons, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Jorgensen & Sons, Inc. 401(k) Retirement Plan edged down modestly - down 2.7% during 2024, from $4M to $4M. Reported net income was -$118K.
How have Jorgensen and Sons Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorgensen and Sons Inc's sponsor-wide assets grew 11.1%, from $10M to $12M.
Which 401(k) plans are similar in size to Jorgensen & Sons, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is A World for Children 401(k) Plan in TX ($4M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Jorgensen & Sons, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Minamyer Residential 401(k) Plan in OH (139 participants, $2M 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 941477041.

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.