401(k) · DOL Form 5500 · 2022
J&m Marx, Inc. 401(k) Plan
Data updated 2026-08-25
- $710K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $101,359
- Avg per participant Below avg balance/head
Official DOL plan name: J&m Marx, Inc. 401(k) Plan · Sponsored by J&m Marx, Inc. · North Carolina · Food Services & Accommodation
$710K in assets, 7 participants
J&m Marx, Inc.'s J&m Marx, Inc. 401(k) Plan reported $710K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.
- #2,432 in Food Services & Accommodation (4,592 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, J&m Marx, Inc. 401(k) Plan ranks #2,432 of 4,592 2022 filers by assets (2758% of the sector average)-$710K for 7 participants.
- #2,432
- in Food Services & Accommodation (4,592 peers)
- +38.9%
- assets growth YoY
J&m Marx, Inc. 401(k) Plan among the smaller filed plans by assets
J&m Marx, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$709,515 22nd percentile higher than 22% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
J&m Marx, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J&m Marx, Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.
DOL schedule card
Filing strip 823663464 · J&m Marx, Inc. PY 2022 · 401(k)
J&m Marx, Inc. 401(k) Plan · $710K · 7 · 22nd
- BOY $710K
- BOY 7
- BOY 22nd
- BOY 401(k)
- BOY near Egp Ik Plan
- BOY ind #2432
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 Food Services & Accommodation retirement plans → · Plans in North Carolina →
J&m Marx, Inc. 401(k) Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $511K |
|---|---|
| Net Assets (End of Year) | $710K |
| Net Income | $199K |
| Employer EIN | 823663464 |
| Plan Effective Date | 2017-12-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J&m Marx, Inc.)
Sponsor-wide plan assets over time
All J&m Marx, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $804K 13.26243983566239% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $710K |
| 2023 | 1 | 7 | $853K |
| 2024 | 1 | 7 | $804K |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
J&m Marx, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Egp Ik Plan in MA ($709K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($710K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.