Back to filter
Original filing (PDF)20251008143328NAL0003361955001
JAY PETROLEUM INC.
Form 5500
FILING_RECEIVED
JAY PETROLEUM INC. 401K PLAN
401(k) retirement plan
Active participants
355
Accounts w/ balance
161
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAY PETROLEUM INC..
Plan sponsor
Name
JAY PETROLEUM INC.
EIN
35-1037456
Address
533 S 200 W · PORTLAND, IN · 47371
Phone
(260) 766-2052
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
Investments
26 direct securities · 2 pooled funds· $9.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.8M
25 holdings
Pooled Separate Account
$4.7M
1 holding
Pooled Separate Accounts
$26K
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.7M | 96.9% | |
| JHancock Disc Val Mid Cap R6 ** 535 JPMorgan Large Cap Growth R6 | — | — | — | $1.1M | 22.1% | |
| OneAmerica Retirementtrack Mod 2035 R1 | — | — | — | $807K | 16.6% | |
| American Funds Washington Mutual R6 | — | — | — | $735K | 15.1% | |
| OneAmerica Retirementtrack Mod Ret R1 | — | — | — | $402K | 8.3% | |
| MFS Growth R6 | — | — | — | $328K | 6.8% | |
| OneAmerica Retirementtrack Mod 2055 R1 | — | — | — | $289K | 6.0% | |
| OneAmerica Retirementtrack Mod 2045 R1 | — | — | — | $244K | 5.0% | |
| OneAmerica Retirementtrack Agg 2055 R1 | — | — | — | $158K | 3.2% | |
| American United Life Insurance Company guaranteed investment contract AUL Stable Value Account | — | — | — | $138K | 2.9% | |
| Vanguard Small Cap Index Adm | — | — | — | $135K | 2.8% | |
| Vanguard Equity-Income Adm ** 830 Vanguard International GR Adm | — | — | — | $125K | 2.6% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $102K | 2.1% | |
| American Funds Bond Fund of America R6 | — | — | — | $94K | 1.9% | |
| OneAmerica Retirementtrack Agg 2045 R1 | — | — | — | $67K | 1.4% | |
| Ishares SP 500 Index K | — | — | — | $57K | 1.2% | |
| party collateral, par or maturity value (d) Cost (e) Current value AMERICAN CENTURY AMERCENT SMCAP GROWTH R6 MUTUAL FUND SHARES 0 | Pooled Separate Accounts | — | — | $26K | 0.5% | |
| OneAmerica Retirementtrack Agg 2035 R1 | — | — | — | $20K | 0.4% | |
| OneAmerica Retirementtrack Mod 2065 R1 | — | — | — | $10K | 0.2% | |
| OneAmerica Retirementtrack Agg 2065 R1 | — | — | — | $10K | 0.2% | |
| Fidelity International Index | — | — | — | $9K | 0.2% | |
| American Funds New World R6 | — | — | — | $5K | <0.1% | |
| American Funds Inflation Linked Bond R6 | — | — | — | $2K | <0.1% | |
| Fidelity Adv Small Cap Value Z | — | — | — | $2K | <0.1% | |
| Jan Hen Global Equity Income | — | — | — | $1K | <0.1% | |
| American Funds Cap World Bond R6 | — | — | — | $1K | <0.1% | |
| Vanguard Mid Cap Index Adm | — | — | — | $1K | <0.1% | |
| EB MAGIC 50 STABLE VALUE FUND KEYBANK NA · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using CAPITAL GROUP RETIREMENT PLAN SVCS
TRADER JOE'S COMPANY
TRADER JOE'S COMPANY RETIREMENT PLAN
$3.2B · 64,951 participants
BEACON SALES ACQUISITION, INC.
BEACON SALES ACQUISITION, INC. 401(K) PROFIT SHARING PLAN
$653.9M · 7,320 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
PINNACLE BANK
PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN
$564.6M · 3,612 participants
SMITHGROUP COMPANIES, INC.
THE SMITHGROUP RETIREMENT ACCUMULATION PLAN
$335.3M · 1,547 participants
SELECT REHABILITATION, LLC
SELECT REHABILITATION, LLC 401(K) PLAN AND TRUST
$279.0M · 15,130 participants
Similar-size Retail Trade plans
OLSON OIL COMPANY
OLSON OIL COMPANY 401(K) PROFIT SHARING PLAN
$4.9M · 268 participants
MIDLAND SERVICES, INC.
CO-OP 401(K) PLAN
$4.8M · 72 participants
H.W. FLETCHER INC.
H.W. FLETCHER INC. PROFIT SHARING 401K PLAN
$4.8M · 40 participants
EZZIES WHOLESALE, INC.
EZZIE'S WHOLESALE, INC. 401(K) PLAN
$4.8M · 71 participants
RINEHART OIL, INC.
RINEHART OIL, INC. 401(K) PROFIT SHARING PLAN
$4.9M · 47 participants
PILOT WATER SOLUTIONS LLC
PILOT WATER SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST
$4.8M · 210 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants