Department of Labor filing

JOHN J JERUE TRUCK BROKER

JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jul 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

68filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$6,307

Reported employer contributions per active participant.

Higher than about 96% of comparable plans

#People in the filing

170

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$710 / participant

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

Lower cost than about 1% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.8%, 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 · 202468out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions96th percentileTypical peer $1,905 · based on 234 comparable plans

Lower reported administrative expense1st percentileTypical peer $142 · based on 240 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, JOHN J JERUE TRUCK BROKER reported $1,072,237 in employer contributions across the plan and 170 active participants. That works out to $6,307 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 proxy89%

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 trendUp 5.4%

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

Expense trendUp 15.7%

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

Peer context68/100

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: $1,072,237
Participant contributions: $1,221,623
Other contributions: Not reported
Employer share of reported contributions: 46.7%
Beginning assets: $21,719,379
Ending assets: $25,155,611
Ending net assets: $25,155,611
Ending liabilities: $0
Total income: $5,093,659
Total expenses: $1,657,427
Administrative expenses: $153,273
Participant loans: $437,772

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

$5,986

2023

$5,872

2024

$6,307

Plan-paid administrative expenses per participant

2022

$613

2023

$590

2024

$710

Active participants

2022

196

2023

198

2024

170

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$6,307	170	25.2M	20250715154352NAL0002388225001
2023	$5,872	198	21.7M	20240717215242NAL0004947905001
2022	$5,986	196	17.8M	20230625091232NAL0002453745001

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: 1.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 591858040-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1967
Industry: Transportation and warehousing
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2F2G2K3D3H2S2T

Current plan terms

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Filing ACK_ID20250715154352NAL0002388225001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗