401(k) · DOL Form 5500 · 2022
Joppa Capital Ventures, Inc. 401(k) Plan
Data updated 2026-08-25
- $920K
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $39,986
- Avg per participant Low balance/head
Official DOL plan name: Joppa Capital Ventures, Inc. 401(k) Plan · Sponsored by Joppa Capital Ventures, Inc. · Utah · Other Services
$920K in assets, 23 participants
Joppa Capital Ventures, Inc.'s Joppa Capital Ventures, Inc. 401(k) Plan reported $920K in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #3,982 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Joppa Capital Ventures, Inc. 401(k) Plan ranks #3,982 of 8,398 2022 filers by assets (2182% of the sector average)-$920K for 23 participants.
- #3,982
- in Other Services (8,398 peers)
- -1.2%
- assets change YoY
The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Joppa Capital Ventures, Inc. 401(k) Plan among the smaller filed plans by assets
Joppa Capital Ventures, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$919,683 24th percentile higher than 24% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Joppa Capital Ventures, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joppa Capital Ventures, Inc. 401(k) Plan is a small filing (23 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 811768205 · Joppa Capital Ventures, Inc. PY 2022 · 401(k)
Joppa Capital Ventures, Inc. 401(k) Plan · $920K · 23 · 24th
- PHOTO $920K
- PHOTO 23
- PHOTO 24th
- PHOTO 401(k)
- PHOTO near Balboa Venture Co. 401(k) Plan
- PHOTO ind #3982
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 Other Services retirement plans → · Plans in Utah →
Joppa Capital Ventures, Inc. 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $931K |
|---|---|
| Net Assets (End of Year) | $920K |
| Net Income | -$12K |
| Employer EIN | 811768205 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joppa Capital Ventures, Inc.)
Sponsor-wide plan assets over time
All Joppa Capital Ventures, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 32.2831888813863% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $920K |
| 2023 | 1 | 25 | $1M |
| 2024 | 1 | 24 | $1M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Joppa Capital Ventures, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Balboa Venture Co. 401(k) Plan in CA ($920K); by covered participants it is Dudley Ventures, LLC 401(k) Plan in AZ (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($920K here).
- Balboa Venture Co. 401(k) Plan (CA) $920K · N/A
- Bernard a. Shuster Profit Sharing Plan (FL) $920K · 5
- A Pup's Valley, Inc. 401(k) Plan (VA) $920K · 5
- Cheema Freightlines LLC 401(k) Profit Sharing Plan & Tru (WA) $920K · 252
Similar participant headcount
Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.
- Dudley Ventures, LLC 401(k) Plan (AZ) 23 · 0 off
- Wood Castle Furniture Co. 401(k) Profit Sharing Plan (OR) 23 · 0 off
- First State Bank 401(k) Plan (OK) 23 · 0 off
- Future Com, Ltd 401(k) Plan (TX) 23 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.