401(k) · DOL Form 5500 · 2024
Jergens, Inc. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 245
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $106,745
- Avg per participant Below avg balance/head
Official DOL plan name: Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust · Sponsored by Jergens, Inc. · Ohio · Manufacturing
$26M in assets, 245 participants
Jergens, Inc.'s Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust reported $26M in total assets and 245 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.
- #11,696 in Manufacturing (17,777 peers)
Coverage in Ohio
Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust covers 245 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $26M.
- #11,696
- in Manufacturing (17,777 peers)
- -1.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust's outsized position by total assets
Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,152,643 Top 25% higher than 75% 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
Jergens, Inc. Salary Reduction Profit Sharing 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. Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust sits mid-pack in the medium band (245 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust reported net income fell from $3M in the plan year 2023 filing to -$452K in the plan year 2024 filing.
- Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust reported participants fell from 265 in the plan year 2023 filing to 245 in the plan year 2024 filing.
- Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust end-of-year assets fell from $27M in the plan year 2023 filing to $26M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 340249036 · Jergens, Inc. PY 2024 · 401(k)
Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust · $26M · 245 · 75th
- BOY $26M
- BOY 245
- BOY 75th
- BOY 401(k)
- BOY near Weidmuller, Inc. Employee Savings Plan
- BOY ind #11696
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 Ohio →
Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$452K |
| Employer EIN | 340249036 |
| Plan Effective Date | 1965-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jergens, Inc.)
Sponsor-wide plan assets over time
All Jergens, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 9.589186840318293% vs 2022
- 2024 filing year
| 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.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Jergens, Inc. Salary Reduction Profit Sharing Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Weidmuller, Inc. Employee Savings Plan in VA ($26M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Weidmuller, Inc. Employee Savings Plan (VA) $26M · 188
- Psiquantum 401(k) Plan (CA) $26M · 231
- Priority Ambulance, LLC 401(k) Plan (AZ) $26M · 3,748
- Trans-Tech Energy, LLC 401(k) Plan (TX) $26M · 463
Similar participant headcount
Nearest other-state filings by covered participants (245 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.