401(k) · DOL Form 5500 · 2022

J & B Group Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
674
Participants Below avg headcount
91st
Percentile by assets National rank
$113,747
Avg per participant Below avg balance/head
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Official DOL plan name: J & B Group, Inc. 401(k) Plan and Trust · Sponsored by J & B Group Inc. · Minnesota · Wholesale Trade

$77M in assets, 674 participants

J & B Group Inc.'s J & B Group, Inc. 401(k) Plan and Trust reported $77M in total assets and 674 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #6,349 in Wholesale Trade (6,843 peers)

Where J & B Group, Inc. 401(k) Plan and Trust sits by assets

J & B Group, Inc. 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $77M for 674 participants (~$113,747/participant), down 21.2% in 2022.

#6,349
in Wholesale Trade (6,843 peers)
-21.2%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J & B Group, Inc. 401(k) Plan and Trust's outsized position by total assets

J & B Group, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$76,665,543 Top 9% higher than 91% 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

J & B Group, Inc. 401(k) Plan and Trust 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. J & B Group, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (674 participants).

Published 5500 schedule card

Filing strip 411806598 · J & B Group Inc. PY 2022 · 401(k)

J & B Group, Inc. 401(k) Plan and Trust · $77M · 674 · 91st

  • 5500 $77M
  • ASSETS 674
  • PCT 91st
  • EIN 401(k)
  • RANK near Howard & Howard Attorneys PLLC 401(k) Plan
  • PHOTO ind #6349

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 Minnesota →

J & B Group, Inc. 401(k) Plan and Trust in the asset neighbourhood

Peapack-Gladstone Bank Employees Savings and Investments PlanPeapack-Gladstone Bank Emplo…$77MJ & B Group, Inc. 401(k) Plan and TrustJ & B Group, Inc. 401(k) Pla…$77MHoward & Howard Attorneys PLLC 401(k) PlanHoward & Howard Attorneys PL…$77MAmerican Senior Communities, L.L.C. Retirement Savings PlanAmerican Senior Communities,…$77MOmni Cable LLC Retirement Savings PlanOmni Cable LLC Retirement Sa…$77M
End-of-year total assets ($M) among J & B Group, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$77M
Net Income-$21M
Employer EIN411806598
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J & B Group Inc.)

Sponsor-wide plan assets over time

All J & B Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$96M 25.194301434739724% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $76.7M $96M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 674 $77M
2023 1 648 $91M
2024 1 637 $96M

Nearby 401(k) Plans in Minnesota

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

J & B Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants J & B Group, Inc. 401(k) Plan and Trust, Total assets ($B): 0.076665543 · Participants: 674J & B Group, Inc. 401(k) Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
J & B Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants

J & B Group, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Howard & Howard Attorneys PLLC 401(k) Plan in MI ($77M); by covered participants it is Edwards Lifesciences Technology Sarl Retirement Savings Plan in PR (674 participants). Same-state nearby plans are listed separately above.

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 J & B Group, Inc. 401(k) Plan and Trust assets move in 2022?
J & B Group, Inc. 401(k) Plan and Trust declined sharply - down 21.2% during 2022, from $97M to $77M. Reported net income was -$21M.
How have J & B Group Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), J & B Group Inc.'s sponsor-wide assets grew 25.2%, from $77M to $96M.
Where does J & B Group, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers?
J & B Group, Inc. 401(k) Plan and Trust ranks in the 91st 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 J & B Group, Inc. 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Howard & Howard Attorneys PLLC 401(k) Plan in MI ($77M, 228 participants).
Which 401(k) plans cover a similar participant headcount to J & B Group, Inc. 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Edwards Lifesciences Technology Sarl Retirement Savings Plan in PR (674 participants, $40M in assets).