401(k) · DOL Form 5500 · 2024
Jeol USA, Inc. 401(k) Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 247
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $503,667
- Avg per participant High balance/head
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.
- #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.
- #18,766
- in Professional & Technical Services (20,173 peers)
- +16.2%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Jeol USA Inc. Employees Retirement Plan and Trust's outsized position by total assets
Jeol USA Inc. Employees Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$124,405,753 Top 8% higher than 92% 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
Jeol USA Inc. Employees Retirement Plan and Trust 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. Jeol USA Inc. Employees Retirement Plan and Trust sits mid-pack in the medium band (247 participants).
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.
Plan-year Form 5500 strip
Filing strip 046058420 · Jeol USA, Inc. PY 2024 · 401(k)
Jeol USA Inc. Employees Retirement Plan and Trust · $124M · 247 · 92nd
- BOY $124M
- SCH 247
- EBSA 92nd
- PART 401(k)
- TYPE near Urschel Laboratories, Inc. 401(k) Savings Plan and Trust
- NET ind #18766
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Jeol USA Inc. Employees Retirement Plan and Trust in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Jeol USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $124M 39.74742831409209% vs 2022
- 2024 filing year
| 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.
- 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
Jeol USA Inc. Employees Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Urschel Laboratories, Inc. 401(k) Savings Plan and Trust in IN ($124M); by covered participants it is Propex 401(k) Savings Plan in TN (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.
- Propex 401(k) Savings Plan (TN) 247 · 0 off
- Hiway Credit Union 401(k) Plan and Trust (MN) 247 · 0 off
- Ek Health Services, Inc. 401(k) Profit Sharing Plan (CA) 247 · 0 off
- Solsbury Hill 401(k) Plan (CO) 247 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.