Money Purchase · DOL Form 5500 · 2024
J.M.F. Company, Inc. Money Purchase Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $70,339
- Avg per participant Below avg balance/head
Official DOL plan name: J.M.F. Company, Inc. Pension Plan · Sponsored by J.M.F. Company, Inc. · Idaho · Transportation & Warehousing
$9M in assets, 131 participants
J.M.F. Company, Inc.'s J.M.F. Company, Inc. Pension Plan reported $9M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #1,825 in Transportation & Warehousing (3,299 peers)
Coverage in Idaho
J.M.F. Company, Inc. Pension Plan covers 131 participants in Idaho, about 38% of the average Idaho filer (state average ~347 per filing). Assets: $9M.
- #1,825
- in Transportation & Warehousing (3,299 peers)
- -4.1%
- assets change YoY
The plan reported a net loss of $396K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J.M.F. Company, Inc. Pension Plan's mid-pack asset rank among Transportation & Warehousing and all filers
J.M.F. Company, Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,214,462 Top 46% higher than 54% 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
J.M.F. Company, Inc. Pension 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. J.M.F. Company, Inc. Pension Plan sits mid-pack in the medium band (131 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J.M.F. Company, Inc. Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$396K in the plan year 2024 filing.
- J.M.F. Company, Inc. Pension Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 820299482 · J.M.F. Company, Inc. PY 2024 · Money Purchase
J.M.F. Company, Inc. Pension Plan · $9M · 131 · 54th
- BOY $9M
- BOY 131
- BOY 54th
- BOY Money Purchase
- BOY near United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan
- BOY ind #1825
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 Transportation & Warehousing retirement plans → · Plans in Idaho →
J.M.F. Company, Inc. Pension Plan in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$396K |
| Employer EIN | 820299482 |
| Plan Effective Date | 1977-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.M.F. Company, Inc.)
Sponsor-wide plan assets over time
All J.M.F. Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 8.017234062805812% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $9M |
| 2023 | 1 | 132 | $10M |
| 2024 | 1 | 131 | $9M |
Nearby Money Purchase Plans in Idaho
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $18.1B · 86,141
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Tiaa Retirement Plan $5.9B · 11,906
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
J.M.F. Company, Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Idaho, the nearest Money Purchase by assets is United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan in NY ($9M); by covered participants it is Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan in IN (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan (NY) $9M · 327
- LP Transportation, Inc. Money Purchase Pension Plan for Non Union Employees (NY) $9M · 66
- Lincoln Community Health Center, Inc. Retirement Plan (NC) $9M · 204
- Bricklayers Local No 21 of PA Pension Plan (NJ) $9M · 58
Similar participant headcount
Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.
- Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan (IN) 131 · 0 off
- Clearfield Hospital Retirement Plan (PA) 130 · 1 off
- Ironworkers Employees' Benefit Corporation 401(k) Plan (CA) 132 · 1 off
- Indian Health Care Resource Center Retirement Pla (OK) 130 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.