401(k) · DOL Form 5500 · 2022

Jmi Services, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
16
Participants Small participant base
61st
Percentile by assets National rank
$522,261
Avg per participant High balance/head
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Official DOL plan name: Jmi Services, LLC 401(k) Profit Sharing Plan · Sponsored by Jmi Services, LLC · California · Finance & Insurance

$8M in assets, 16 participants

Jmi Services, LLC's Jmi Services, LLC 401(k) Profit Sharing Plan reported $8M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 61st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,132 in Finance & Insurance (9,261 peers)

2022 asset change

Jmi Services, LLC 401(k) Profit Sharing Plan declined sharply 20.6% in 2022 ($11M → $8M) for 16 participants.

#4,132
in Finance & Insurance (9,261 peers)
-20.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jmi Services, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Jmi Services, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,356,176 Top 39% higher than 61% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Jmi Services, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jmi Services, LLC 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 800208695 · Jmi Services, LLC PY 2022 · 401(k)

Jmi Services, LLC 401(k) Profit Sharing Plan · $8M · 16 · 61st

  • PHOTO $8M
  • IND 16
  • EOY 61st
  • 5500 401(k)
  • ASSETS near Woodfield Country Club 401(k) Plan
  • PCT ind #4132

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Jmi Services, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Jmi Services, LLC 401(k) Profit Sharing PlanJmi Services, LLC 401(k) Pro…$8MWoodfield Country Club 401(k) PlanWoodfield Country Club 401(k…$8MJuneau Associates 401(k) Profit Sharing PlanJuneau Associates 401(k) Pro…$8MVp Supply Corporation 401(k) Profit Sharing PlanVp Supply Corporation 401(k)…$8MCosmos Corporation 401(k) Profit Sharing PlanCosmos Corporation 401(k) Pr…$8M
End-of-year total assets ($M) among Jmi Services, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jmi Services, LLC years around the 2022 move

Sponsor-wide plan assets over time

All Jmi Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 6.914107601371727% vs 2022
2024 filing year
$8.2M$8.4M$8.6M$8.8M$9M 202220232024 $8.36M $8.93M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 16 $8M
2023 1 9 $9M
2024 1 8 $9M

2022 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN800208695
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jmi Services, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jmi Services, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.008356176 · Participants: 16Jmi Services, LLC 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Jmi Services, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jmi Services, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jmi Services, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Woodfield Country Club 401(k) Plan in FL ($8M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jmi Services, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Jmi Services, LLC 401(k) Profit Sharing Plan declined sharply - down 20.6% during 2022, from $11M to $8M. Reported net income was -$2M.
How have Jmi Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jmi Services, LLC's sponsor-wide assets grew 6.9%, from $8M to $9M.
Which 401(k) plans are similar in size to Jmi Services, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woodfield Country Club 401(k) Plan in FL ($8M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Jmi Services, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 800208695.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.