401(k) · DOL Form 5500 · 2024
Jubitz Corporation 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 212
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $47,969
- Avg per participant Low balance/head
Official DOL plan name: Jubitz Profit Sharing/401(k) Plan · Sponsored by Jubitz Corporation · Oregon · Transportation & Warehousing
$10M in assets, 212 participants
Jubitz Corporation's Jubitz Profit Sharing/401(k) Plan reported $10M in total assets and 212 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #1,891 in Transportation & Warehousing (3,299 peers)
Coverage in Oregon
Jubitz Profit Sharing/401(k) Plan covers 212 participants in Oregon, about 48% of the average Oregon filer (state average ~443 per filing). Assets: $10M.
- #1,891
- in Transportation & Warehousing (3,299 peers)
- +22.3%
- assets growth YoY
Jubitz Profit Sharing/401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Jubitz Profit Sharing/401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,169,369 Top 44% higher than 56% 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
Jubitz 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. Jubitz Profit Sharing/401(k) Plan sits mid-pack in the medium band (212 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jubitz Profit Sharing/401(k) Plan reported net income rose from $760K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Jubitz Profit Sharing/401(k) Plan reported participants rose from 161 in the plan year 2023 filing to 212 in the plan year 2024 filing.
- Jubitz Profit Sharing/401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 930403718 · Jubitz Corporation PY 2024 · 401(k)
Jubitz Profit Sharing/401(k) Plan · $10M · 212 · 56th
- EIN $10M
- RANK 212
- PHOTO 56th
- IND 401(k)
- EOY near Bold Orange 401(k) Plan
- 5500 ind #1891
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 Transportation & Warehousing retirement plans → · Plans in Oregon →
Jubitz Profit Sharing/401(k) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 930403718 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jubitz Corporation)
Sponsor-wide plan assets over time
All Jubitz Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 34.585639760838255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 173 | $8M |
| 2023 | 1 | 161 | $8M |
| 2024 | 1 | 212 | $10M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Jubitz Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Bold Orange 401(k) Plan in MN ($10M); by covered participants it is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Bold Orange 401(k) Plan (MN) $10M · 109
- Jackson Offshore Operators, LLC Retirement Trust (TX) $10M · 184
- Engineered Systems, Inc. 401(k) Plan (SC) $10M · 137
- Kiosk Information Systems, Inc. 401(k) Profit Sharing Plan (CO) $10M · 144
Similar participant headcount
Nearest other-state filings by covered participants (212 participants); asset peers above are excluded.
- Touchstone Behavioral Health 401(k) Plan (AZ) 212 · 0 off
- Piston Interiors LLC 401(k) Plan (MI) 212 · 0 off
- Colonial Savings 401(k) Profit Sharing Plan (TX) 212 · 0 off
- Southeastern Surveying & Mapping Corp. Employees' Savings Plan (FL) 212 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.