Defined Benefit (Pension) · DOL Form 5500 · 2024

Jayco Premium Finance of California, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
24th
Percentile by assets National rank
$142,902
Avg per participant Near avg balance/head
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Official DOL plan name: Jayco Cash Balance Plan · Sponsored by Jayco Premium Finance of California, Inc. · California · Professional & Technical Services

$1M in assets, 8 participants

Jayco Premium Finance of California, Inc.'s Jayco Cash Balance Plan reported $1M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,905 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Jayco Cash Balance Plan holds $1M for 8 participants - about $142,902 per participant, among the smaller plans by assets on file.

#3,905
in Professional & Technical Services (20,173 peers)
+2.0%
assets growth YoY

Jayco Cash Balance Plan among the smaller filed plans by assets

Jayco Cash Balance Plan vs every filed plan by assets

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

$1,143,219 24th percentile higher than 24% 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

Jayco Cash Balance Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jayco Cash Balance Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jayco Cash Balance Plan reported net income fell from $48K in the plan year 2023 filing to $23K in the plan year 2024 filing.
  • Jayco Cash Balance Plan reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Jayco Cash Balance Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 460797627 · Jayco Premium Finance of California, Inc. PY 2024 · Defined Benefit (Pension)

Jayco Cash Balance Plan · $1M · 8 · 24th

  • NET $1M
  • NET 8
  • NET 24th
  • NET Defined Benefit (Pension)
  • NET near Idaho Skin Surgery Center, P.C. Cash Balance Plan
  • NET ind #3905

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 California →

Jayco Cash Balance Plan in the asset neighbourhood

Jayco Cash Balance Plan$1MIdaho Skin Surgery Center, P.C. Cash Balance PlanIdaho Skin Surgery Center, P…$1MPension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342Pension Plan-Amalgamated Mea…$1MAltium Packaging LP Salaried Pension PlanAltium Packaging LP Salaried…$1MSocial Studies Defined Benefit Pension PlanSocial Studies Defined Benef…$1M
End-of-year total assets ($M) among Jayco Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$23K
Employer EIN460797627
Plan Effective Date2020-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jayco Premium Finance of California, Inc.)

Sponsor-wide plan assets over time

All Jayco Premium Finance of California, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 6.623670956911024% vs 2022
2024 filing year
$1.05M$1.1M$1.15M 202220232024 $1.07M $1.14M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 7 $1M
2024 1 8 $1M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jayco Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Jayco Cash Balance Plan, Total assets ($B): 0.001143219 · Participants: 8Jayco Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Jayco Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Jayco Cash Balance Plan side-by-side with 3 peers →

Jayco Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Idaho Skin Surgery Center, P.C. Cash Balance Plan in ID ($1M); by covered participants it is Sol & Sons Shipping, Inc. Defined Benefit Plan in NY (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Jayco Cash Balance Plan assets move in 2024? ▼
Jayco Cash Balance Plan edged up modestly - up 2.0% during 2024, from $1M to $1M. Reported net income was $23K.
How have Jayco Premium Finance of California, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jayco Premium Finance of California, Inc.'s sponsor-wide assets grew 6.6%, from $1M to $1M.
Where does Jayco Cash Balance Plan rank by assets among Form 5500 filers? ▼
Jayco Cash Balance Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Jayco Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Idaho Skin Surgery Center, P.C. Cash Balance Plan in ID ($1M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jayco Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sol & Sons Shipping, Inc. Defined Benefit Plan in NY (8 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 460797627.

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.