401(k) · DOL Form 5500 · 2022

J.a.K.Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
148
Participants Small participant base
58th
Percentile by assets National rank
$49,038
Avg per participant Low balance/head
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Official DOL plan name: Bard Optical 401(k) Profit Sharing Plan · Sponsored by J.a.K.Enterprises, Inc. · Illinois · Retail Trade

$7M in assets, 148 participants

J.a.K.Enterprises, Inc.'s Bard Optical 401(k) Profit Sharing Plan reported $7M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #6,531 in Retail Trade (9,519 peers)

Coverage in Illinois

Bard Optical 401(k) Profit Sharing Plan covers 148 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $7M.

#6,531
in Retail Trade (9,519 peers)
-11.2%
assets change YoY

The plan reported a net loss of $913K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bard Optical 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Bard Optical 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,257,578 Top 42% higher than 58% 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

Bard Optical 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bard Optical 401(k) Profit Sharing Plan sits mid-pack in the medium band (148 participants).

DOL schedule card

Filing strip 371101286 · J.a.K.Enterprises, Inc. PY 2022 · 401(k)

Bard Optical 401(k) Profit Sharing Plan · $7M · 148 · 58th

  • EOY $7M
  • EOY 148
  • EOY 58th
  • EOY 401(k)
  • EOY near Ken Garner Manufacturing 401(k) Plan
  • EOY ind #6531

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 Retail Trade retirement plans → · Plans in Illinois →

Bard Optical 401(k) Profit Sharing Plan in the asset neighbourhood

Bard Optical 401(k) Profit Sharing PlanBard Optical 401(k) Profit S…$7MKen Garner Manufacturing 401(k) PlanKen Garner Manufacturing 401…$7MDistribution Alternatives Retirement Savings PlanDistribution Alternatives Re…$7MHias, Inc. 401(k) Plan$7MHacker Retirement Plan$7M
End-of-year total assets ($M) among Bard Optical 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$913K
Employer EIN371101286
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.a.K.Enterprises, Inc.)

Sponsor-wide plan assets over time

All J.a.K.Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 40.61218494654828% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.26M $10.2M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 148 $7M
2023 1 147 $8M
2024 1 148 $10M

Nearby 401(k) Plans in Illinois

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

Bard Optical 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Bard Optical 401(k) Profit Sharing Plan, Total assets ($B): 0.007257578 · Participants: 148Bard Optical 401(k) Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Bard Optical 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Bard Optical 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bard Optical 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ken Garner Manufacturing 401(k) Plan in TN ($7M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Bard Optical 401(k) Profit Sharing Plan assets move in 2022? ▼
Bard Optical 401(k) Profit Sharing Plan pulled back noticeably - down 11.2% during 2022, from $8M to $7M. Reported net income was -$913K.
How have J.a.K.Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.a.K.Enterprises, Inc.'s sponsor-wide assets grew 40.6%, from $7M to $10M.
Which 401(k) plans are similar in size to Bard Optical 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ken Garner Manufacturing 401(k) Plan in TN ($7M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Bard Optical 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Variq Corporation 401(k) Plan in MD (148 participants, N/A 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 371101286.

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.