401(k) · DOL Form 5500 · 2022

Jo-Ann Stores, LLC 401(k) Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
22,790
Participants Very large workforce
95th
Percentile by assets National rank
$7,304
Avg per participant Low balance/head
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Official DOL plan name: Jo-Ann Stores, LLC 401(k) Savings Plan · Sponsored by Jo-Ann Stores, LLC · Ohio · Retail Trade

$166M in assets, 22,790 participants

Jo-Ann Stores, LLC's Jo-Ann Stores, LLC 401(k) Savings Plan reported $166M in total assets and 22,790 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #9,252 in Retail Trade (9,519 peers)

Coverage in Ohio

Jo-Ann Stores, LLC 401(k) Savings Plan covers 22,790 participants in Ohio, 30x the typical Ohio plan (state average ~765 per filing). Assets: $166M.

#9,252
in Retail Trade (9,519 peers)
-21.2%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jo-Ann Stores, LLC 401(k) Savings Plan's outsized position by total assets

Jo-Ann Stores, LLC 401(k) Savings Plan vs every filed plan by assets

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

$166,459,597 Top 5% higher than 95% 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

Jo-Ann Stores, LLC 401(k) Savings Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jo-Ann Stores, LLC 401(k) Savings Plan is a mega filing (22,790 participants), the rightmost band on the breakdown.

EBSA filing schedule strip

Filing strip 340720629 · Jo-Ann Stores, LLC PY 2022 · 401(k)

Jo-Ann Stores, LLC 401(k) Savings Plan · $166M · 22,790 · 95th

  • SCH $166M
  • SCH 22,790
  • SCH 95th
  • SCH 401(k)
  • SCH near Braskem Retirement Savings Plan
  • SCH ind #9252

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 Ohio →

Jo-Ann Stores, LLC 401(k) Savings Plan in the asset neighbourhood

US Radiology Specialists 401(k) Retirement PlanUS Radiology Specialists 401…$167MWalker & Dunlop, LLC Retirement Savings PlanWalker & Dunlop, LLC Retirem…$167MThe Churchill Companies Retirement Savings PlanThe Churchill Companies Reti…$166MJo-Ann Stores, LLC 401(k) Savings PlanJo-Ann Stores, LLC 401(k) Sa…$166MBraskem Retirement Savings PlanBraskem Retirement Savings P…$166M
End-of-year total assets ($M) among Jo-Ann Stores, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$211M
Net Assets (End of Year)$166M
Net Income-$45M
Employer EIN340720629
Plan Effective Date1975-01-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Jo-Ann Stores, LLC)

Sponsor-wide plan assets over time

All Jo-Ann Stores, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$183M 9.642429928506916% vs 2022
2024 filing year
$160M$165M$170M$175M$180M$185M 202220232024 $166M $183M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 22,790 $166M
2023 1 20,860 $183M
2024 1 19,582 $183M

Nearby 401(k) Plans in Ohio

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

Jo-Ann Stores, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20246810 Total assets ($B) Participants Jo-Ann Stores, LLC 401(k) Savings Plan, Total assets ($B): 0.166459597 · Participants: 22790Jo-Ann Stores, LLC 401(k) Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Jo-Ann Stores, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Jo-Ann Stores, LLC 401(k) Savings Plan side-by-side with 3 peers →

Scale composition for Jo-Ann Stores, LLC 401(k) Savings Plan

Jo-Ann Stores, LLC 401(k) Savings Plan reports $166M in end-of-year assets across 22,790 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $7,304 per participant (5% of the national average assets-per-participant) . Net income for plan year 2022 was -$45M.

This plan identity (EIN 340720629, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $166M to $183M (+9.6%) while covered participants moved from 22,790 to 19,582 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 22,790 $166M This page
2023 20,860 $183M Open filing
2024 · index core 19,582 $183M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Jo-Ann Stores, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Braskem Retirement Savings Plan in PA ($166M); by covered participants it is Fairview Health Services 403b Plan in MN (22,807 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($166M here).

Similar participant headcount

Nearest other-state filings by covered participants (22,790 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 Jo-Ann Stores, LLC 401(k) Savings Plan assets move in 2022? ▼
Jo-Ann Stores, LLC 401(k) Savings Plan declined sharply - down 21.2% during 2022, from $211M to $166M. Reported net income was -$45M.
How have Jo-Ann Stores, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jo-Ann Stores, LLC's sponsor-wide assets grew 9.6%, from $166M to $183M.
Where does Jo-Ann Stores, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Jo-Ann Stores, LLC 401(k) Savings Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Jo-Ann Stores, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Braskem Retirement Savings Plan in PA ($166M, 717 participants).
Which 401(k) plans cover a similar participant headcount to Jo-Ann Stores, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fairview Health Services 403b Plan in MN (22,807 participants, $2.4B 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 340720629.

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.