401(k) · DOL Form 5500 · 2024
Jeol USA, Inc. 401(k) Plan
Data updated 2026-08-11
- $124M
- Total assets
- 247
- Participants
- 92nd
- Percentile by assets
- $503,667
- Avg per participant
Official DOL plan name: Jeol USA Inc. Employees Retirement Plan and Trust · Sponsored by Jeol USA, Inc. · Massachusetts · Professional & Technical Services
$124M in assets, 247 participants
Jeol USA, Inc.'s Jeol USA Inc. Employees Retirement Plan and Trust reported $124M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #18,766 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Jeol USA Inc. Employees Retirement Plan and Trust covers 247 participants in Massachusetts, about 38% of the average Massachusetts filer (state average ~659 per filing). Assets: $124M.
- $124M
- total plan assets (2024 EOY)
- 247
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $503,667
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jeol USA Inc. Employees Retirement Plan and Trust end-of-year assets rose from $107M in the plan year 2023 filing to $124M in the plan year 2024 filing.
- Jeol USA Inc. Employees Retirement Plan and Trust reported participants rose from 235 in the plan year 2023 filing to 247 in the plan year 2024 filing.
- Jeol USA Inc. Employees Retirement Plan and Trust reported net income fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Jeol USA Inc. Employees Retirement Plan and Trust reports 247 participants - about 38% of that state average ($124M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $17M |
| Employer EIN | 046058420 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jeol USA, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 210 | $89M |
| 2023 | 1 | 235 | $107M |
| 2024 | 1 | 247 | $124M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Jeol USA Inc. Employees Retirement Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Jeol USA Inc. Employees Retirement Plan and Trust by total assets, not by location.
- Urschel Laboratories, Inc. 401(k) Savings Plan and Trust (IN) $124M · 508
- Enerflex Inc. and Subsidiaries Matched Savings Plan (TX) $124M · 1,211
- National Organization of Industrial Trade Unions Individual Account Plan (NY) $124M · 2,679
- Providence Anesthesiology Associates, P.a. Profit Sharing 401(k) Plan (NC) $124M · 223
Frequently Asked Questions
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Filing takeaways
Ways to act on Jeol USA Inc. Employees Retirement Plan and Trust's numbers.
- By total assets, Jeol USA Inc. Employees Retirement Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Jeol USA, Inc.'s sponsor-wide assets have grown 39.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans