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Department of Labor filing

JEROMES FURNITURE WAREHOUSE

JEROME'S FURNITURE WAREHOUSE 401(K) SAVINGS PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 11, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

35filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$582

Reported employer contributions per active participant.

Higher than about 27% of comparable plans
#People in the filing
493

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$153 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 56% of comparable plans
↗Investment performance
Not available

Plan assets changed 10.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202435out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions27th percentileTypical peer $1,107 · based on 105 comparable plans
Lower reported administrative expense56th percentileTypical peer $169 · based on 117 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, JEROMES FURNITURE WAREHOUSE reported $287,045 in employer contributions across the plan and 493 active participants. That works out to $582 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy70%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 7.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 38.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context35/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$287,045
Participant contributions
$2,032,516
Other contributions
$24,812
Employer share of reported contributions
12.4%
Beginning assets
$21,664,967
Ending assets
$23,838,508
Ending net assets
$23,838,508
Ending liabilities
$0
Total income
$4,919,587
Total expenses
$2,746,046
Administrative expenses
$108,057
Participant loans
$768,018

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$630
2023
$698
2024
$582
Plan-paid administrative expenses per participant
2022
$111
2023
$122
2024
$153
Active participants
2022
571
2023
473
2024
493
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$58249323.8M20251011052407NAL0005011955001
2023$69847321.7M20240913100316NAL0016769696001
2022$63057118.2M20231011010912NAL0019581203001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
3.2%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
951858201-004

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1983
Industry
Retail trade
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BAIRD2024Not reportedunknown
CALVERT DISTRIBUTORS, INC.2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
GREAT GRAY TRUST2024Not reportedunknown
NUVEEN INVESTMENTS2024Not reportedunknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.2024Not reportedunknown
TIAA-CREF FUNDS2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251011052407NAL0005011955001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗