401(k) · DOL Form 5500 · 2024

Jonathan Engineered Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
315
Participants Below avg headcount
75th
Percentile by assets National rank
$83,553
Avg per participant Below avg balance/head
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Official DOL plan name: Jonathan Group 401(k) Plan · Sponsored by Jonathan Engineered Solutions, Inc. · California · Manufacturing

$26M in assets, 315 participants

Jonathan Engineered Solutions, Inc.'s Jonathan Group 401(k) Plan reported $26M in total assets and 315 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #11,727 in Manufacturing (17,777 peers)

Coverage in California

Jonathan Group 401(k) Plan covers 315 participants in California, about 50% of the average California filer (state average ~630 per filing). Assets: $26M.

#11,727
in Manufacturing (17,777 peers)
+12.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jonathan Group 401(k) Plan's outsized position by total assets

Jonathan Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$26,319,176 Top 25% higher than 75% of 123,620 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 2024

Jonathan Group 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. Jonathan Group 401(k) Plan sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jonathan Group 401(k) Plan reported participants rose from 242 in the plan year 2023 filing to 315 in the plan year 2024 filing.
  • Jonathan Group 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Jonathan Group 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 953112735 · Jonathan Engineered Solutions, Inc. PY 2024 · 401(k)

Jonathan Group 401(k) Plan · $26M · 315 · 75th

  • BOY $26M
  • BOY 315
  • BOY 75th
  • BOY 401(k)
  • BOY near Ims Companies, LLC Retirement Savings Plan
  • BOY ind #11727

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 Manufacturing retirement plans → · Plans in California →

Jonathan Group 401(k) Plan in the asset neighbourhood

Jonathan Group 401(k) Plan$26MIms Companies, LLC Retirement Savings PlanIms Companies, LLC Retiremen…$26MCexec, Inc. 401(k) Profit Sharing Plan & TrustCexec, Inc. 401(k) Profit Sh…$26MLbm Advantage Inc 401(k) Profit Sharing Plan & TrustLbm Advantage Inc 401(k) Pro…$26MStl Holding Company LLC 401(k) PlanStl Holding Company LLC 401(…$26M
End-of-year total assets ($M) among Jonathan Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN953112735
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jonathan Engineered Solutions, Inc.)

Sponsor-wide plan assets over time

All Jonathan Engineered Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 78.24290338065316% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.8M $26.3M ▲ +78.2%
Year Plans Participants Total Assets
2022 1 213 $15M
2023 1 242 $23M
2024 1 315 $26M

Nearby 401(k) Plans in California

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

Jonathan Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jonathan Group 401(k) Plan, Total assets ($B): 0.026319176 · Participants: 315Jonathan Group 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Jonathan Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jonathan Group 401(k) Plan side-by-side with 3 peers →

Jonathan Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ims Companies, LLC Retirement Savings Plan in IL ($26M); by covered participants it is Child Crisis Arizona 401(k) Plan in AZ (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jonathan Group 401(k) Plan assets move in 2024? ▼
Jonathan Group 401(k) Plan grew at a solid clip - up 12.2% during 2024, from $23M to $26M. Reported net income was $3M.
How have Jonathan Engineered Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jonathan Engineered Solutions, Inc.'s sponsor-wide assets grew 78.2%, from $15M to $26M.
Where does Jonathan Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Jonathan Group 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jonathan Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ims Companies, LLC Retirement Savings Plan in IL ($26M, 425 participants).
Which 401(k) plans cover a similar participant headcount to Jonathan Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Child Crisis Arizona 401(k) Plan in AZ (315 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953112735.

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.