401(k) · DOL Form 5500 · 2024
Jrm Wellness, Inc. 401(k) Plan
Data updated 2026-08-25
- $934K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $155,724
- Avg per participant Above avg balance/head
Official DOL plan name: Jrm Wellness, Inc. 401(k) Plan · Sponsored by Jrm Wellness, Inc. · California · Other Services
$934K in assets, 6 participants
Jrm Wellness, Inc.'s Jrm Wellness, Inc. 401(k) Plan reported $934K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,551 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Jrm Wellness, Inc. 401(k) Plan ranks #3,551 of 7,719 2024 filers by assets (2148% of the sector average)-$934K for 6 participants.
- #3,551
- in Other Services (7,719 peers)
- +1.2%
- assets growth YoY
Jrm Wellness, Inc. 401(k) Plan among the smaller filed plans by assets
Jrm Wellness, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$934,343 23rd percentile higher than 23% 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
Jrm Wellness, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jrm Wellness, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jrm Wellness, Inc. 401(k) Plan reported participants rose from 3 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Jrm Wellness, Inc. 401(k) Plan reported net income fell from $551K in the plan year 2023 filing to $11K in the plan year 2024 filing.
- Jrm Wellness, Inc. 401(k) Plan end-of-year assets rose from $923K in the plan year 2023 filing to $934K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 814739076 · Jrm Wellness, Inc. PY 2024 · 401(k)
Jrm Wellness, Inc. 401(k) Plan · $934K · 6 · 23rd
- 5500 $934K
- ASSETS 6
- PCT 23rd
- EIN 401(k)
- RANK near Smartworld Manufacturing Group, Inc. 401(k) Plan
- PHOTO ind #3551
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 Other Services retirement plans → · Plans in California →
Jrm Wellness, Inc. 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $923K |
|---|---|
| Net Assets (End of Year) | $934K |
| Net Income | $11K |
| Employer EIN | 814739076 |
| Plan Effective Date | 2016-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jrm Wellness, Inc.)
Sponsor-wide plan assets over time
All Jrm Wellness, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $934K 150.8936483300484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $372K |
| 2023 | 1 | 3 | $923K |
| 2024 | 1 | 6 | $934K |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Jrm Wellness, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Smartworld Manufacturing Group, Inc. 401(k) Plan in PA ($934K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($934K here).
- Smartworld Manufacturing Group, Inc. 401(k) Plan (PA) $934K · 3
- Terragreen Dental 401(k) Plan (MO) $934K · 21
- Darby Development, LLC 401(k) Plan (NJ) $935K · 122
- Select Commercial Services, L.L.C. 401(k) Plan (TX) $935K · 37
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.