Civic Intelligence

Jri Inc.

Plan context: JRI, INC. CASH BALANCE PENSION PLAN

EIN 77-0377367 • Westlake Village, CA • 29 filings • 3 plans

31280 LA Baya DriveWestlake Village, CA 91362
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$3,680

2025 Contributions

$284,131

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,546,800$1,273,400$0199920132025YearValue
$3,680Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

78390199920102025YearValue
21Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025121$3,680$0-
JRI, INC. CASH BALANCE PENSION PLAN-21$3,680$0-
2024278$2,546,800$284,131$3,643iApproximate average salary by contribution assumption: employee only about $91,068 at 4% or $60,712 at 6%; with 50% employer match about $60,712 at 4% or $40,475 at 6%; with 100% employer match about $45,534 at 4% or $30,356 at 6%.
JRI, INC. 401(K) PLAN-78$1,785,278$269,812$3,459iApproximate average salary by contribution assumption: employee only about $86,478 at 4% or $57,652 at 6%; with 50% employer match about $57,652 at 4% or $38,435 at 6%; with 100% employer match about $43,239 at 4% or $28,826 at 6%.
JRI, INC. CASH BALANCE PENSION PLAN-68$761,522$14,319$211iApproximate average salary by contribution assumption: employee only about $5,264 at 4% or $3,510 at 6%; with 50% employer match about $3,510 at 4% or $2,340 at 6%; with 100% employer match about $2,632 at 4% or $1,755 at 6%.
2023276$2,079,485$236,660$3,114iApproximate average salary by contribution assumption: employee only about $77,849 at 4% or $51,899 at 6%; with 50% employer match about $51,899 at 4% or $34,599 at 6%; with 100% employer match about $38,924 at 4% or $25,950 at 6%.
JRI, INC. 401(K) PLAN-76$1,378,232$207,293$2,728iApproximate average salary by contribution assumption: employee only about $68,188 at 4% or $45,459 at 6%; with 50% employer match about $45,459 at 4% or $30,306 at 6%; with 100% employer match about $34,094 at 4% or $22,729 at 6%.
JRI, INC. CASH BALANCE PENSION PLAN-67$701,253$29,367$438iApproximate average salary by contribution assumption: employee only about $10,958 at 4% or $7,305 at 6%; with 50% employer match about $7,305 at 4% or $4,870 at 6%; with 100% employer match about $5,479 at 4% or $3,653 at 6%.
2022271$1,703,300$206,904$2,914iApproximate average salary by contribution assumption: employee only about $72,854 at 4% or $48,569 at 6%; with 50% employer match about $48,569 at 4% or $32,379 at 6%; with 100% employer match about $36,427 at 4% or $24,285 at 6%.
JRI, INC. 401(K) PLAN-71$1,053,600$201,655$2,840iApproximate average salary by contribution assumption: employee only about $71,005 at 4% or $47,337 at 6%; with 50% employer match about $47,337 at 4% or $31,558 at 6%; with 100% employer match about $35,503 at 4% or $23,668 at 6%.
JRI, INC. CASH BALANCE PENSION PLAN-64$649,700$5,249$82iApproximate average salary by contribution assumption: employee only about $2,050 at 4% or $1,367 at 6%; with 50% employer match about $1,367 at 4% or $911 at 6%; with 100% employer match about $1,025 at 4% or $683 at 6%.
2021259$1,698,044$894,205$15,156iApproximate average salary by contribution assumption: employee only about $378,900 at 4% or $252,600 at 6%; with 50% employer match about $252,600 at 4% or $168,400 at 6%; with 100% employer match about $189,450 at 4% or $126,300 at 6%.
JRI, INC. 401(K) PLAN-59$1,013,395$547,161$9,274iApproximate average salary by contribution assumption: employee only about $231,848 at 4% or $154,565 at 6%; with 50% employer match about $154,565 at 4% or $103,044 at 6%; with 100% employer match about $115,924 at 4% or $77,283 at 6%.
JRI, INC. CASH BALANCE PENSION PLAN-55$684,649$347,044$6,310iApproximate average salary by contribution assumption: employee only about $157,747 at 4% or $105,165 at 6%; with 50% employer match about $105,165 at 4% or $70,110 at 6%; with 100% employer match about $78,874 at 4% or $52,582 at 6%.
2020249$770,150$767,432$15,662iApproximate average salary by contribution assumption: employee only about $391,547 at 4% or $261,031 at 6%; with 50% employer match about $261,031 at 4% or $174,021 at 6%; with 100% employer match about $195,773 at 4% or $130,516 at 6%.
JRI, INC. 401(K) PLAN-49$437,276$434,558$8,869iApproximate average salary by contribution assumption: employee only about $221,713 at 4% or $147,809 at 6%; with 50% employer match about $147,809 at 4% or $98,539 at 6%; with 100% employer match about $110,857 at 4% or $73,904 at 6%.
JRI, INC. CASH BALANCE PENSION PLAN-49$332,874$332,874$6,793iApproximate average salary by contribution assumption: employee only about $169,834 at 4% or $113,222 at 6%; with 50% employer match about $113,222 at 4% or $75,482 at 6%; with 100% employer match about $84,917 at 4% or $56,611 at 6%.
201610$0$0-
Jri Inc. Profit Sharing Plan-0$0$0-
201511$316$0-
Jri Inc. Profit Sharing Plan-1$316$0-
201416$596,056$0-
Jri Inc. Profit Sharing Plan-6$596,056$0-
201316$584,291$0-
Jri Inc. Profit Sharing Plan-6$584,291$0-
201216$497,489$0-
Jri Inc. Profit Sharing Plan-6$497,489--
201117$449,594$0-
Jri Inc. Profit Sharing Plan-7$449,594$0-
201017$461,527$0-
Jri Inc. Profit Sharing Plan-7$461,527$0-
200917$394,047$0-
Jri Inc. Profit Sharing Plan-7$394,047$0-
2008123$0$0-
Jri Inc. Profit Sharing Plan-23---
2007113$0$0-
Jri Inc. Profit Sharing Plan-13---
2006116$475,811$0-
Jri Inc. Profit Sharing Plan-16$475,811--
2005112$411,730$0-
Jri Inc. Profit Sharing Plan-12$411,730--
200417$383,456$0-
Jri Inc. Profit Sharing Plan-7$383,456--
200317$0$0-
Jri Inc. Profit Sharing Plan-7---
200217$309,905$0-
Jri Inc. Profit Sharing Plan-7$309,905--
200119$0$0-
Jri Inc. Profit Sharing Plan-9---
200019$0$0-
Jri Inc. Profit Sharing Plan-9---
199918$325,168$67,926$8,491iApproximate average salary by contribution assumption: employee only about $212,269 at 4% or $141,513 at 6%; with 50% employer match about $141,513 at 4% or $94,342 at 6%; with 100% employer match about $106,134 at 4% or $70,756 at 6%.
Jri Inc. Profit Sharing Plan-8$325,168$67,926$8,491iApproximate average salary by contribution assumption: employee only about $212,269 at 4% or $141,513 at 6%; with 50% employer match about $141,513 at 4% or $94,342 at 6%; with 100% employer match about $106,134 at 4% or $70,756 at 6%.