401(k) · DOL Form 5500 · 2022

Jim Ellis Atlanta, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
1,219
Participants Near avg headcount
87th
Percentile by assets National rank
$37,246
Avg per participant Low balance/head
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Official DOL plan name: Jim Ellis Atlanta, Inc. 401(k) Plan · Sponsored by Jim Ellis Atlanta, Inc. · Georgia · Retail Trade

$45M in assets, 1,219 participants

Jim Ellis Atlanta, Inc.'s Jim Ellis Atlanta, Inc. 401(k) Plan reported $45M in total assets and 1,219 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #8,856 in Retail Trade (9,519 peers)

Where Jim Ellis Atlanta, Inc. 401(k) Plan sits by assets

Jim Ellis Atlanta, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $45M for 1,219 participants (~$37,246/participant), down 15.1% in 2022.

#8,856
in Retail Trade (9,519 peers)
-15.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jim Ellis Atlanta, Inc. 401(k) Plan's outsized position by total assets

Jim Ellis Atlanta, Inc. 401(k) Plan vs every filed plan by assets

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

$45,402,341 Top 13% higher than 87% 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

Jim Ellis Atlanta, Inc. 401(k) 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. Jim Ellis Atlanta, Inc. 401(k) Plan lands in the large band (1,219 participants).

Published 5500 schedule card

Filing strip 581500444 · Jim Ellis Atlanta, Inc. PY 2022 · 401(k)

Jim Ellis Atlanta, Inc. 401(k) Plan · $45M · 1,219 · 87th

  • PART $45M
  • PART 1,219
  • PART 87th
  • PART 401(k)
  • PART near Coresite, L.L.C. Employee Retirement Plan
  • PART ind #8856

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 Georgia →

Jim Ellis Atlanta, Inc. 401(k) Plan in the asset neighbourhood

Coresite, L.L.C. Employee Retirement PlanCoresite, L.L.C. Employee Re…$45MIndustrial Dielectrics, Inc. 401(k) Profit Sharing and Savings PlanIndustrial Dielectrics, Inc.…$45MWestwood Holdings Group, Inc. Savings PlanWestwood Holdings Group, Inc…$45MJim Ellis Atlanta, Inc. 401(k) PlanJim Ellis Atlanta, Inc. 401(…$45MCentral Iowa Sheet Metal Workers Supplemental Retirement 401(k) PlanCentral Iowa Sheet Metal Wor…$45M
End-of-year total assets ($M) among Jim Ellis Atlanta, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$45M
Net Income-$8M
Employer EIN581500444
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jim Ellis Atlanta, Inc.)

Sponsor-wide plan assets over time

All Jim Ellis Atlanta, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 37.53749834177052% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $45.4M $62.5M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 1,219 $45M
2023 1 1,282 $53M
2024 1 1,395 $62M

Nearby 401(k) Plans in Georgia

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

Jim Ellis Atlanta, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Jim Ellis Atlanta, Inc. 401(k) Plan, Total assets ($B): 0.045402341 · Participants: 1219Jim Ellis Atlanta, Inc. 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Jim Ellis Atlanta, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Jim Ellis Atlanta, Inc. 401(k) Plan side-by-side with 3 peers →

Jim Ellis Atlanta, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Coresite, L.L.C. Employee Retirement Plan in CO ($45M); by covered participants it is Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan in CA (1,219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,219 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 Jim Ellis Atlanta, Inc. 401(k) Plan assets move in 2022? ▼
Jim Ellis Atlanta, Inc. 401(k) Plan declined sharply - down 15.1% during 2022, from $53M to $45M. Reported net income was -$8M.
How have Jim Ellis Atlanta, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jim Ellis Atlanta, Inc.'s sponsor-wide assets grew 37.5%, from $45M to $62M.
Where does Jim Ellis Atlanta, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jim Ellis Atlanta, Inc. 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jim Ellis Atlanta, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coresite, L.L.C. Employee Retirement Plan in CO ($45M, 475 participants).
Which 401(k) plans cover a similar participant headcount to Jim Ellis Atlanta, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan in CA (1,219 participants, $103M 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 581500444.

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.