401(k) · DOL Form 5500 · 2022

Jt and Associates, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
27th
Percentile by assets National rank
$133,157
Avg per participant Near avg balance/head
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Official DOL plan name: Jt and Associates, LLC 401(k) Plan · Sponsored by Jt and Associates, LLC · Wisconsin · Professional & Technical Services

$1M in assets, 9 participants

Jt and Associates, LLC's Jt and Associates, LLC 401(k) Plan reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,991 in Professional & Technical Services (21,562 peers)

Jt and Associates, LLC multi-year trail

Jt and Associates, LLC's plans moved +13.2% in assets from 2022 to 2024; this filing shows Jt and Associates, LLC 401(k) Plan at $1M / 9 participants.

#4,991
in Professional & Technical Services (21,562 peers)
-32.3%
assets change YoY

The plan reported a net loss of $572K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jt and Associates, LLC 401(k) Plan among the smaller filed plans by assets

Jt and Associates, LLC 401(k) Plan vs every filed plan by assets

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

$1,198,417 27th percentile higher than 27% 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

Jt and Associates, LLC 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. Jt and Associates, LLC 401(k) Plan is a micro filing (9 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 261588174 · Jt and Associates, LLC PY 2022 · 401(k)

Jt and Associates, LLC 401(k) Plan · $1M · 9 · 27th

  • PHOTO $1M
  • IND 9
  • EOY 27th
  • 5500 401(k)
  • ASSETS near Buffalo Teachers Federation 401(k) Plan
  • PCT ind #4991

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 Wisconsin →

Jt and Associates, LLC 401(k) Plan in the asset neighbourhood

Jt and Associates, LLC 401(k) PlanJt and Associates, LLC 401(k…$1MBuffalo Teachers Federation 401(k) PlanBuffalo Teachers Federation …$1MManning Educational Services Prn, Inc. Retirement PlanManning Educational Services…$1MVande Burgt & Co, PC Retirement PlanVande Burgt & Co, PC Retirem…$1MPotomac Family Dining Group 401(k) PlanPotomac Family Dining Group …$1M
End-of-year total assets ($M) among Jt and Associates, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jt and Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Jt and Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 13.1558547650776% vs 2022
2024 filing year
$1.15M$1.2M$1.25M$1.3M$1.35M$1.4M 202220232024 $1.2M $1.36M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 9 $1M
2024 1 11 $1M

Jt and Associates, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$572K
Employer EIN261588174
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Jt and Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Jt and Associates, LLC 401(k) Plan, Total assets ($B): 0.001198417 · Participants: 9Jt and Associates, LLC 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Jt and Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jt and Associates, LLC 401(k) Plan side-by-side with 3 peers →

Jt and Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Buffalo Teachers Federation 401(k) Plan in NY ($1M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Jt and Associates, LLC 401(k) Plan assets move in 2022? ▼
Jt and Associates, LLC 401(k) Plan contracted severely - down 32.3% during 2022, from $2M to $1M. Reported net income was -$572K.
How have Jt and Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jt and Associates, LLC's sponsor-wide assets grew 13.2%, from $1M to $1M.
Which 401(k) plans are similar in size to Jt and Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buffalo Teachers Federation 401(k) Plan in NY ($1M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Jt and Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 261588174.

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.