401(k) · DOL Form 5500 · 2022

Jbtjkst Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
34th
Percentile by assets National rank
$110,461
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jbtjkst Investments, Inc. 401(k) Plan · Sponsored by Jbtjkst Investments, Inc. · Florida · Wholesale Trade

$2M in assets, 18 participants

Jbtjkst Investments, Inc.'s Jbtjkst Investments, Inc. 401(k) Plan reported $2M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,463 in Wholesale Trade (6,843 peers)

2022 asset change

Jbtjkst Investments, Inc. 401(k) Plan grew at a solid clip 8.8% in 2022 ($2M → $2M) for 18 participants.

#1,463
in Wholesale Trade (6,843 peers)
+8.8%
assets growth YoY

Jbtjkst Investments, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Jbtjkst Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$1,988,305 34th percentile higher than 34% 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

Jbtjkst Investments, Inc. 401(k) 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. Jbtjkst Investments, Inc. 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

DOL schedule card

Filing strip 812164134 · Jbtjkst Investments, Inc. PY 2022 · 401(k)

Jbtjkst Investments, Inc. 401(k) Plan · $2M · 18 · 34th

  • NET $2M
  • BOOK 18
  • VS-ST 34th
  • BOY 401(k)
  • SCH near J and R Companies 401(k) Plan
  • EBSA ind #1463

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 Wholesale Trade retirement plans → · Plans in Florida →

Jbtjkst Investments, Inc. 401(k) Plan in the asset neighbourhood

Jbtjkst Investments, Inc. 401(k) PlanJbtjkst Investments, Inc. 40…$2MJ and R Companies 401(k) Plan$2MPura Scents, Inc. 401(k) Plan$2MMassey Ward and Company Profit Sharing PlanMassey Ward and Company Prof…$2MTbs Services, Inc. Profit Sharing PlanTbs Services, Inc. Profit Sh…$2M
End-of-year total assets ($M) among Jbtjkst Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jbtjkst Investments, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Jbtjkst Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.174062832412532% vs 2022
2024 filing year
$1.95M$2M$2.05M$2.1M$2.15M 202220232024 $1.99M $2.03M ▲ +2.0%
Year Plans Participants Total Assets
2022 1 18 $2M
2023 1 18 $2M
2024 1 17 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$161K
Employer EIN812164134
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Jbtjkst Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Jbtjkst Investments, Inc. 401(k) Plan, Total assets ($B): 0.001988305 · Participants: 18Jbtjkst Investments, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Jbtjkst Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Jbtjkst Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is J and R Companies 401(k) Plan in PA ($2M); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Jbtjkst Investments, Inc. 401(k) Plan assets move in 2022?
Jbtjkst Investments, Inc. 401(k) Plan grew at a solid clip - up 8.8% during 2022, from $2M to $2M. Reported net income was $161K.
How have Jbtjkst Investments, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jbtjkst Investments, Inc.'s sponsor-wide assets grew 2.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Jbtjkst Investments, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is J and R Companies 401(k) Plan in PA ($2M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Jbtjkst Investments, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Paragon Health Services 401(k) Plan in LA (18 participants, N/A in assets).