401(k) · DOL Form 5500 · 2024

John R. Jurgensen & Associated Companies 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
183
Participants Below avg headcount
87th
Percentile by assets National rank
$369,625
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jurgensen Companies Salaried Retirement Plan · Sponsored by John R. Jurgensen & Associated Companies · Ohio · Construction

$68M in assets, 183 participants

John R. Jurgensen & Associated Companies's Jurgensen Companies Salaried Retirement Plan reported $68M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,716 in Construction (9,039 peers)

Coverage in Ohio

Jurgensen Companies Salaried Retirement Plan covers 183 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $68M.

#7,716
in Construction (9,039 peers)
+5.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Jurgensen Companies Salaried Retirement Plan's outsized position by total assets

Jurgensen Companies Salaried Retirement Plan vs every filed plan by assets

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

$67,641,459 Top 13% higher than 87% 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

Jurgensen Companies Salaried 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. Jurgensen Companies Salaried Retirement Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jurgensen Companies Salaried Retirement Plan reported net income rose from -$731K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Jurgensen Companies Salaried Retirement Plan reported participants rose from 167 in the plan year 2023 filing to 183 in the plan year 2024 filing.
  • Jurgensen Companies Salaried Retirement Plan end-of-year assets rose from $64M in the plan year 2023 filing to $68M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 310578656 · John R. Jurgensen & Associated Companies PY 2024 · 401(k)

Jurgensen Companies Salaried Retirement Plan · $68M · 183 · 87th

  • EBSA $68M
  • PART 183
  • TYPE 87th
  • NET 401(k)
  • BOOK near Keller Supply Company Profit Sharing 401(k) Plan
  • VS-ST ind #7716

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 Construction retirement plans → · Plans in Ohio →

Jurgensen Companies Salaried Retirement Plan in the asset neighbourhood

Conservice, LLC 401(k) Profit Sharing Plan and TrustConservice, LLC 401(k) Profi…$68MKarcher North America, Inc. 401(k) Savings PlanKarcher North America, Inc. …$68MJurgensen Companies Salaried Retirement PlanJurgensen Companies Salaried…$68MKeller Supply Company Profit Sharing 401(k) PlanKeller Supply Company Profit…$68MLcec 401(k) Plan$68M
End-of-year total assets ($M) among Jurgensen Companies Salaried Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$68M
Net Income$3M
Employer EIN310578656
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John R. Jurgensen & Associated Companies)

Sponsor-wide plan assets over time

All John R. Jurgensen & Associated Companies plans reported in each filing year

Latest sponsor-wide plan assets
$68M 3.852790953615974% vs 2022
2024 filing year
$64M$65M$66M$67M$68M 202220232024 $65.1M $67.6M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 176 $65M
2023 1 167 $64M
2024 1 183 $68M

Nearby 401(k) Plans in Ohio

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

Jurgensen Companies Salaried Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Jurgensen Companies Salaried Retirement Plan, Total assets ($B): 0.067641459 · Participants: 183Jurgensen Companies Salaried Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Jurgensen Companies Salaried Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Jurgensen Companies Salaried Retirement Plan side-by-side with 3 peers →

Jurgensen Companies Salaried Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Keller Supply Company Profit Sharing 401(k) Plan in WA ($68M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Jurgensen Companies Salaried Retirement Plan assets move in 2024? ▼
Jurgensen Companies Salaried Retirement Plan grew at a solid clip - up 5.0% during 2024, from $64M to $68M. Reported net income was $3M.
How have John R. Jurgensen & Associated Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John R. Jurgensen & Associated Companies's sponsor-wide assets grew 3.9%, from $65M to $68M.
Where does Jurgensen Companies Salaried Retirement Plan rank by assets among Form 5500 filers? ▼
Jurgensen Companies Salaried Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jurgensen Companies Salaried Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keller Supply Company Profit Sharing 401(k) Plan in WA ($68M, 1,121 participants).
Which 401(k) plans cover a similar participant headcount to Jurgensen Companies Salaried Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (183 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 310578656.

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.