401(k) · DOL Form 5500 · 2022

J.S. Held LLC 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
1,043
Participants Near avg headcount
92nd
Percentile by assets National rank
$88,108
Avg per participant Below avg balance/head
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Official DOL plan name: J.S. Held LLC 401(k) Profit Sharing Plan · Sponsored by J.S. Held LLC · New York · Professional & Technical Services

$92M in assets, 1,043 participants

J.S. Held LLC's J.S. Held LLC 401(k) Profit Sharing Plan reported $92M in total assets and 1,043 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,137 in Professional & Technical Services (21,562 peers)

Where J.S. Held LLC 401(k) Profit Sharing Plan sits by assets

J.S. Held LLC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $92M for 1,043 participants (~$88,108/participant), up 14.1% in 2022.

#20,137
in Professional & Technical Services (21,562 peers)
+14.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

J.S. Held LLC 401(k) Profit Sharing Plan's outsized position by total assets

J.S. Held LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$91,896,246 Top 8% higher than 92% 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.S. Held LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.S. Held LLC 401(k) Profit Sharing Plan lands in the large band (1,043 participants).

EBSA filing schedule strip

Filing strip 473291463 · J.S. Held LLC PY 2022 · 401(k)

J.S. Held LLC 401(k) Profit Sharing Plan · $92M · 1,043 · 92nd

  • PART $92M
  • TYPE 1,043
  • NET 92nd
  • BOOK 401(k)
  • VS-ST near Krieg Devault Profit Sharing Plan
  • BOY ind #20137

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 →

J.S. Held LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Calibre Systems, Inc. Profit Sharing PlanCalibre Systems, Inc. Profit…$92MBeachbody, LLC 401(k) Plan$92MJ.S. Held LLC 401(k) Profit Sharing PlanJ.S. Held LLC 401(k) Profit …$92MKrieg Devault Profit Sharing PlanKrieg Devault Profit Sharing…$92MCommonwealth Rolled Products, Inc. Hourly 401(k) PlanCommonwealth Rolled Products…$92M
End-of-year total assets ($M) among J.S. Held LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$92M
Net Income$11M
Employer EIN473291463
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.S. Held LLC)

Sponsor-wide plan assets over time

All J.S. Held LLC plans reported in each filing year

Latest sponsor-wide plan assets
$175M 90.26637061975306% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $91.9M $175M ▲ +90.3%
Year Plans Participants Total Assets
2022 1 1,043 $92M
2023 1 1,256 $133M
2024 1 1,303 $175M

Nearby 401(k) Plans in New York

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

J.S. Held LLC 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 ($B) Participants J.S. Held LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.091896246 · Participants: 1043J.S. Held LLC 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
J.S. Held LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare J.S. Held LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

J.S. Held LLC 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 Krieg Devault Profit Sharing Plan in IN ($92M); by covered participants it is Diamond Offshore 401(k) Plan in TX (1,043 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,043 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 J.S. Held LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
J.S. Held LLC 401(k) Profit Sharing Plan grew at a solid clip - up 14.1% during 2022, from $81M to $92M. Reported net income was $11M.
How have J.S. Held LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.S. Held LLC's sponsor-wide assets grew 90.3%, from $92M to $175M.
Where does J.S. Held LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
J.S. Held LLC 401(k) Profit Sharing Plan ranks in the 92nd 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.S. Held LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Krieg Devault Profit Sharing Plan in IN ($92M, 135 participants).
Which 401(k) plans cover a similar participant headcount to J.S. Held LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Diamond Offshore 401(k) Plan in TX (1,043 participants, $319M 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 473291463.

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.