401(k)
2024 plan-year 401(k) DOL Form 5500

Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Jergens, Inc. · Ohio · Manufacturing

What the 2023 filing shows

Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust holds $26M for 245 participants — about $106,745 per participant, down 1.7% over the 2024 plan year.

$26M
total plan assets (2024 EOY)
245
covered participants
$106,745
avg assets per participant
-1.7%
assets change YoY

The plan reported a net loss of $452K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$26M
Participants
245
State
Industry
Manufacturing

What the Filing Says About Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust

Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust is a 401(k) retirement plan sponsored by Jergens, Inc., headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 245 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 340249036, and the plan has been effective since 1965-03-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $27M at the beginning of 2024 to $26M at year-end — a decline of 1.7%. Net assets (after liabilities) closed the year at $26M, with reported net income of $-452,105 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$27M
Total Assets (End of Year)$26M
Net Assets (End of Year)$26M
Net Income$-452,105
Plan Type401(k)
Employer EIN340249036
Plan Effective Date1965-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Jergens, Inc.)

Year Plans Participants Total Assets
2022 1 289 $24M
2023 1 265 $27M
2024 1 245 $26M

Nearby 401(k) Plans in Ohio

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

Frequently Asked Questions

How much money is in the Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust?
As of the 2024 Form 5500 filing, Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust holds $26M in total assets with 245 participants. It is sponsored by Jergens, Inc..
What type of plan is Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust?
Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust is a 401(k) plan. It has been effective since 1965-03-31. The plan is filed with the U.S. Department of Labor under EIN 340249036.
Who sponsors the Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust?
Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust is sponsored by Jergens, Inc., located in Ohio. The sponsor's EIN is 340249036 and the plan operates in the Manufacturing industry.
How did Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust perform in 2024?
Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust declined by 1.7% during 2024, moving from $27M to $26M in total assets. Net income was $-452,105.
Where can I find official filings for Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust?
Official Form 5500 filings for Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 340249036 or plan name at efast.dol.gov.
How does Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust compare to other plans?
You can compare Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 340249036.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.