Money Purchase · DOL Form 5500 · 2024
J.M.F. Company, Inc. Money Purchase Plan
Data updated 2026-08-11
- $9M
- Total assets
- 131
- Participants
- 54th
- Percentile by assets
- $70,339
- Avg per participant
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.
- 54th percentile by assets (of 123,622 plans)
- #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.
- $9M
- total plan assets (2024 EOY)
- 131
- covered participants
- 54th
- percentile by assets (of 123,622 plans)
- $70,339
- avg assets per participant
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.
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.
Participants vs Idaho filers
In Idaho, the average filing covers about 347 participants across 760 plans. J.M.F. Company, Inc. Pension Plan reports 131 participants - about 38% of that state average ($9M EOY assets).
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.)
| 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.
J.M.F. Company, Inc. Pension Plan vs. nearby Money Purchase plans in Idaho, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to J.M.F. Company, Inc. Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did J.M.F. Company, Inc. Pension Plan assets move in 2024? ▼
How have J.M.F. Company, Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to J.M.F. Company, Inc. Pension Plan? ▼
Next read for J.M.F. Company, Inc. Pension Plan
Filing takeaways
Ways to act on J.M.F. Company, Inc. Pension Plan's numbers.
- By total assets, J.M.F. Company, Inc. Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Idaho. Compare plans
- J.M.F. Company, Inc.'s sponsor-wide assets have grown 8.0% since 2022 across 3 plan years on file. More Transportation & Warehousing plans