401(k) · DOL Form 5500 · 2022

J. Frank Associates, LLC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
158
Participants Small participant base
90th
Percentile by assets National rank
$384,734
Avg per participant High balance/head
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Official DOL plan name: Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan · Sponsored by J. Frank Associates, LLC · New York · Professional & Technical Services

$61M in assets, 158 participants

J. Frank Associates, LLC's Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan reported $61M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,531 in Professional & Technical Services (21,562 peers)

Coverage in New York

Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan covers 158 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $61M.

#19,531
in Professional & Technical Services (21,562 peers)
-10.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan's outsized position by total assets

Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan vs every filed plan by assets

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

$60,787,895 Top 10% higher than 90% 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

Joele Frank, Wilkinson Brimmer Katcher 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. Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan sits mid-pack in the medium band (158 participants).

DOL schedule card

Filing strip 134072229 · J. Frank Associates, LLC PY 2022 · 401(k)

Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan · $61M · 158 · 90th

  • EBSA $61M
  • PART 158
  • TYPE 90th
  • NET 401(k)
  • BOOK near Ossur Americas, Inc. 401(k) Retirement Savings Plan
  • VS-ST ind #19531

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 Professional & Technical Services retirement plans → · Plans in New York →

Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan in the asset neighbourhood

Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing PlanJoele Frank, Wilkinson Brimm…$61MOssur Americas, Inc. 401(k) Retirement Savings PlanOssur Americas, Inc. 401(k) …$61MGrain Millers, Inc. Retirement Savings PlanGrain Millers, Inc. Retireme…$61MIsco Industries Inc. Retirement Savings PlanIsco Industries Inc. Retirem…$61MPermobil, Inc. 401(k) Profit Sharing and TrustPermobil, Inc. 401(k) Profit…$61M
End-of-year total assets ($M) among Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$61M
Net Income-$7M
Employer EIN134072229
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Frank Associates, LLC)

Sponsor-wide plan assets over time

All J. Frank Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$116M 42.69486238324295% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $81.6M $116M ▲ +42.7%
Year Plans Participants Total Assets
2022 2 317 $82M
2023 1 187 $25M
2024 2 403 $116M

Nearby 401(k) Plans in New York

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

Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan, Total assets ($B): 0.060787895 · Participants: 158Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan side-by-side with 3 peers →

Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ossur Americas, Inc. 401(k) Retirement Savings Plan in CA ($61M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan assets move in 2022? ▼
Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan pulled back noticeably - down 10.6% during 2022, from $68M to $61M. Reported net income was -$7M.
How have J. Frank Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Frank Associates, LLC's sponsor-wide assets grew 42.7%, from $82M to $116M.
Where does Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ossur Americas, Inc. 401(k) Retirement Savings Plan in CA ($61M, 793 participants).
Which 401(k) plans cover a similar participant headcount to Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bill Gatton Family of Dealerships Profit in TN (158 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 134072229.

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.