401(k) · DOL Form 5500 · 2024

Junkermier, Clark, Campanella, Stevens, P.C. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
117
Participants Small participant base
78th
Percentile by assets National rank
$272,383
Avg per participant High balance/head
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Official DOL plan name: Jccs, PC 401(k) Profit Sharing Plan & Trust · Sponsored by Junkermier, Clark, Campanella, Stevens, P.C. · Montana · Professional & Technical Services

$32M in assets, 117 participants

Junkermier, Clark, Campanella, Stevens, P.C.'s Jccs, PC 401(k) Profit Sharing Plan & Trust reported $32M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,815 in Professional & Technical Services (20,173 peers)

Coverage in Montana

Jccs, PC 401(k) Profit Sharing Plan & Trust covers 117 participants in Montana, about 43% of the average Montana filer (state average ~271 per filing). Assets: $32M.

#15,815
in Professional & Technical Services (20,173 peers)
+22.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jccs, PC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Jccs, PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$31,868,823 Top 22% higher than 78% 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

Jccs, PC 401(k) Profit Sharing Plan & 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. Jccs, PC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jccs, PC 401(k) Profit Sharing Plan & Trust reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Jccs, PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $26M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Jccs, PC 401(k) Profit Sharing Plan & Trust reported participants rose from 105 in the plan year 2023 filing to 117 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 810348775 · Junkermier, Clark, Campanella, Stevens, P.C. PY 2024 · 401(k)

Jccs, PC 401(k) Profit Sharing Plan & Trust · $32M · 117 · 78th

  • BOOK $32M
  • VS-ST 117
  • BOY 78th
  • SCH 401(k)
  • EBSA near Movable Ink 401(k) Plan
  • PART ind #15815

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 Montana →

Jccs, PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Jccs, PC 401(k) Profit Sharing Plan & TrustJccs, PC 401(k) Profit Shari…$32MMovable Ink 401(k) Plan$32MHarbor Group Incorporated Profit Sharing 401(k) PlanHarbor Group Incorporated Pr…$32MA.M.T. 401(k) Profit Sharing PlanA.M.T. 401(k) Profit Sharing…$32MValley Oaks Health 401(k) Retirement PlanValley Oaks Health 401(k) Re…$32M
End-of-year total assets ($M) among Jccs, PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN810348775
Plan Effective Date1983-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Junkermier, Clark, Campanella, Stevens, P.C.)

Sponsor-wide plan assets over time

All Junkermier, Clark, Campanella, Stevens, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 41.58996519699415% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.5M $31.9M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 96 $23M
2023 1 105 $26M
2024 1 117 $32M

Nearby 401(k) Plans in Montana

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

Jccs, PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0200400600800 Total assets ($M) Participants Jccs, PC 401(k) Profit Sharing Plan & Trust, Total assets ($M): 31.868823 · Participants: 117Jccs, PC 401(k) Profit Sharing Plan & TrustD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Jccs, PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Jccs, PC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Jccs, PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Movable Ink 401(k) Plan in NY ($32M); by covered participants it is Quality Beverage 401(k) Plan in MA (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Jccs, PC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Jccs, PC 401(k) Profit Sharing Plan & Trust grew sharply - up 22.0% during 2024, from $26M to $32M. Reported net income was $6M.
How have Junkermier, Clark, Campanella, Stevens, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Junkermier, Clark, Campanella, Stevens, P.C.'s sponsor-wide assets grew 41.6%, from $23M to $32M.
Where does Jccs, PC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Jccs, PC 401(k) Profit Sharing Plan & Trust ranks in the 78th 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 Jccs, PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Movable Ink 401(k) Plan in NY ($32M, 384 participants).
Which 401(k) plans cover a similar participant headcount to Jccs, PC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Beverage 401(k) Plan in MA (117 participants, N/A 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 810348775.

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.