401(k) · DOL Form 5500 · 2023

Jrk Residential Group, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
1,068
Participants Near avg headcount
51st
Percentile by assets National rank
$6,572
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jrk Residential Group, Inc. 401(k) Plan · Sponsored by Jrk Residential Group, Inc. · California · Real Estate

$7M in assets, 1,068 participants

Jrk Residential Group, Inc.'s Jrk Residential Group, Inc. 401(k) Plan reported $7M in total assets and 1,068 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,298 in Real Estate (4,727 peers)

Jrk Residential Group, Inc. multi-year trail

Jrk Residential Group, Inc.'s plans moved +199.3% in assets from 2022 to 2024; this filing shows Jrk Residential Group, Inc. 401(k) Plan at $7M / 1,068 participants.

#3,298
in Real Estate (4,727 peers)
+38.3%
assets growth YoY

Jrk Residential Group, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Jrk Residential Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,019,004 Top 49% higher than 51% of 127,068 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 2023

Jrk Residential Group, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jrk Residential Group, Inc. 401(k) Plan lands in the large band (1,068 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jrk Residential Group, Inc. 401(k) Plan reported net income rose from -$704K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jrk Residential Group, Inc. 401(k) Plan reported participants rose from 704 in the plan year 2022 filing to 1,068 in the plan year 2023 filing.
  • Jrk Residential Group, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954555209 · Jrk Residential Group, Inc. PY 2023 · 401(k)

Jrk Residential Group, Inc. 401(k) Plan · $7M · 1,068 · 51st

  • EOY $7M
  • 5500 1,068
  • ASSETS 51st
  • PCT 401(k)
  • EIN near Lifeport 401(k) Plan
  • RANK ind #3298

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 Real Estate retirement plans → · Plans in California →

Jrk Residential Group, Inc. 401(k) Plan in the asset neighbourhood

Jrk Residential Group, Inc. 401(k) PlanJrk Residential Group, Inc. …$7MLifeport 401(k) Plan$7MNewco, Inc. 401(k) Profit Sharing Plan & TrustNewco, Inc. 401(k) Profit Sh…$7MHorizon Ag Products, LP Retirement PlanHorizon Ag Products, LP Reti…$7MRemprex, LLC Retirement Savings PlanRemprex, LLC Retirement Savi…$7M
End-of-year total assets ($M) among Jrk Residential Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jrk Residential Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jrk Residential Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 199.2544012664285% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.08M $15.2M ▲ +199.0%
Year Plans Participants Total Assets
2022 1 704 $5M
2023 1 1,068 $7M
2024 2 807 $15M

Jrk Residential Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN954555209
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jrk Residential Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jrk Residential Group, Inc. 401(k) Plan, Total assets ($B): 0.007019004 · Participants: 1068Jrk Residential Group, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jrk Residential Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jrk Residential Group, Inc. 401(k) Plan side-by-side with 3 peers →

Jrk Residential Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lifeport 401(k) Plan in WA ($7M); by covered participants it is Florida Multiemployer 401(k) Plan in TN (1,068 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,068 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jrk Residential Group, Inc. 401(k) Plan assets move in 2023? ▼
Jrk Residential Group, Inc. 401(k) Plan surged - up 38.3% during 2023, from $5M to $7M. Reported net income was $2M.
How have Jrk Residential Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jrk Residential Group, Inc.'s sponsor-wide assets grew 199.3%, from $5M to $15M.
Which 401(k) plans are similar in size to Jrk Residential Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lifeport 401(k) Plan in WA ($7M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Jrk Residential Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Florida Multiemployer 401(k) Plan in TN (1,068 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954555209.

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.