401(k) · DOL Form 5500 · 2024

Jay Berwanger, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
11
Participants Small participant base
56th
Percentile by assets National rank
$920,942
Avg per participant High balance/head
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Official DOL plan name: Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan · Sponsored by Jay Berwanger, Inc. · Illinois · Wholesale Trade

$10M in assets, 11 participants

Jay Berwanger, Inc.'s Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan reported $10M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,880 in Wholesale Trade (6,080 peers)

Jay Berwanger, Inc. multi-year trail

Jay Berwanger, Inc.'s plans moved +20.6% in assets from 2022 to 2024; this filing shows Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan at $10M / 11 participants.

#2,880
in Wholesale Trade (6,080 peers)
+9.4%
assets growth YoY

Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan vs every filed plan by assets

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

$10,130,363 Top 44% higher than 56% 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

Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 362102783 · Jay Berwanger, Inc. PY 2024 · 401(k)

Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan · $10M · 11 · 56th

  • VS-ST $10M
  • BOY 11
  • SCH 56th
  • EBSA 401(k)
  • PART near Emerald Retirement Plan
  • TYPE ind #2880

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 Wholesale Trade retirement plans → · Plans in Illinois →

Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan in the asset neighbourhood

Jay Berwanger, Inc. Profit Sharing and Employee Savings PlanJay Berwanger, Inc. Profit S…$10MEmerald Retirement Plan$10MMichael D. Edwards, D.M.D., P.C. Profit Sharing PlanMichael D. Edwards, D.M.D., …$10MServotronics Inc 401(k) Profit Sharing Plan & TrustServotronics Inc 401(k) Prof…$10MDelfingen US, Inc. Retirement Savings PlanDelfingen US, Inc. Retiremen…$10M
End-of-year total assets ($M) among Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jay Berwanger, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jay Berwanger, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 20.592036877699535% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.4M $10.1M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 11 $8M
2023 1 11 $9M
2024 1 11 $10M

Jay Berwanger, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$874K
Employer EIN362102783
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan, Total assets ($B): 0.010130363 · Participants: 11Jay Berwanger, Inc. Profit Sharing and Employee Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan side-by-side with 3 peers →

Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Emerald Retirement Plan in FL ($10M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan assets move in 2024? ▼
Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan grew at a solid clip - up 9.4% during 2024, from $9M to $10M. Reported net income was $874K.
How have Jay Berwanger, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jay Berwanger, Inc.'s sponsor-wide assets grew 20.6%, from $8M to $10M.
Which 401(k) plans are similar in size to Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emerald Retirement Plan in FL ($10M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Jay Berwanger, Inc. Profit Sharing and Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 362102783.

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.