How big is J.R. Young Co.'s plan?

J.R. Young Co.'s plan reported $1.7M in assets and 3 participants for 2025.

Original filing (PDF)20260128102600NAL0003292353001

J.R. Young Co.

Name: J.R. Young Co. — J.R. Young Co. 401(k) Retirement, Form 5500 (2025)
Creator: J.R. Young Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.R. Young Co. 401(k) Retirement Plan

401(k) retirement plan · J.R. Young Co.'s J.R. Young Co. 401(k) Retirement Plan held $1.7M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

J.R. Young Co.'s EIN is 61-0959338.

EIN 61-0959338

Plan number 002

Plan year 2025

ACK ID 20260128102600NAL0003292353001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for J.R. Young Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

J.R. Young Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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