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Benchmarking The Therapy Center of JDP 401(K) P/S Plan in Jennings, LA against all plans

 

The Therapy Center of JDP 401(K) P/S Plan in Jennings, LA has the 7th-highest yield on beginning-of-plan-year total assets (-12.93%) among the 69 plans within 50 miles. That -12.93% compares to an average of -16.21% across those 69 plans.

Beating the average of -16.21% means an extra $251,107 in net earnings on investments.

Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) รท total assets at beginning of plan year

The Therapy Center of JDP 401(K) P/S Plan has these standings among those 69 peer plans:

  • yield on beginning-of-plan-year total assets = -12.93% (7th-highest)

  • net earnings on investments = -$988,690 (29th-lowest)

  • total assets at beginning of plan year = $7,646,929 (22nd-most)

and these values satisfy the maximum allowed for calculating yield from beginning assets:

  • asset transfers to the plan = $0

  • asset transfers from the plan = $0

and these values provide further relevant context:

  • cash contributions from participants = $251,241

  • cash contributions from employers = $57,479

  • total contributions = $308,720

Visualize

 
 

Peers

beat out by CHH Retirement Plan in Lafayette, LA (-6.41%), Aries Marine Corporation 401(K) Plan in Lafayette, LA (-11.99%), Kergan Brothers, Inc. 401(K) Retirement Plan in Lafayette, LA (-12.27%), and R & R Construction, Inc. 401k Profit Sharing Plan and Trust in Sulphur, LA (-12.71%), and 2 others, ending with Gulf Island Shrimp & Seafood II 401k Plan in Lake Charles, LA (-12.92%).

beat Mike Hooks, L.L.C. 401(K) in West Lake, LA (-13.21%), Barnam Management 401(K) Plan in Jennings, LA (-13.25%), Savoy Medical Center 401k Plan in Mamou, LA (-13.36%), and Wright Enrichment, Inc. Profit Sharing Plan in Crowley, LA (-13.47%), and 58 others, ending with Lse Crane and Transportation 401(K) Plan in Lafayette, LA (-24.20%).

References

  1. within 50 miles.

    • The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
    • In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.

    Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.