How big is JEFF Dorman's plan?

JEFF Dorman's plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20250621153805NAL0011825026001

JEFF Dorman

Name: JEFF Dorman — JEFF Dorman & Associates, Inc., Form 5500 (2024)
Creator: JEFF Dorman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Dorman & Associates, Inc. Retirement Plan

401(k) retirement plan · JEFF Dorman's JEFF Dorman & Associates, Inc. Retirement Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

JEFF Dorman signed JEFF Dorman's 2024 Form 5500 as plan administrator.

JEFF Dorman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JEFF Dorman's EIN is 11-2890909.

EIN 11-2890909

Plan number 002

Plan year 2024

ACK ID 20250621153805NAL0011825026001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JEFF Dorman from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF Dorman's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFF DORMAN.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Plan sponsor

Name

JEFF DORMAN

EIN

all filings

Address

JEFF DORMAN ASSOCIATES, INC. · 680 US HIGHWAY 130 - BOX9803 · TRENTON, NJ · 08650

Phone

(609) 683-8650

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Kerrigan Advisors, Inc.

Kerrigan Advisors, Inc.Retirement Plan

$1.3M · 13 participants

Integrity ARTS & Technology, Inc. DBA Ideas

Ideas 401(k) Plan

$1.3M · 7 participants

Schedule Solutions of NJ, Inc.

Schedule Solutions of NJ, Inc. Profit Sharing Plan

$1.3M · 2 participants

Anoushka, Inc.

Anoushka, Inc. 401(k) P/S Plan

$1.3M · 1 participants

Luann Capital LLC

Luann Capital LLC CG 401(k) Plan

$1.3M · 66 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.