401(k) · DOL Form 5500 · 2022

Jsm & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
166
Participants Small participant base
37th
Percentile by assets National rank
$15,038
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Jsm & Associates 401(k) Plan · Sponsored by Jsm & Associates, LLC · Florida · Manufacturing

$2M in assets, 166 participants

Jsm & Associates, LLC's Jsm & Associates 401(k) Plan reported $2M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,257 in Manufacturing (20,602 peers)

Coverage in Florida

Jsm & Associates 401(k) Plan covers 166 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#4,257
in Manufacturing (20,602 peers)
+9.2%
assets growth YoY

Jsm & Associates 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Jsm & Associates 401(k) Plan vs every filed plan by assets

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

$2,496,251 37th percentile higher than 37% 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

Jsm & Associates 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jsm & Associates 401(k) Plan sits mid-pack in the medium band (166 participants).

EBSA filing schedule strip

Filing strip 261660700 · Jsm & Associates, LLC PY 2022 · 401(k)

Jsm & Associates 401(k) Plan · $2M · 166 · 37th

  • ASSETS $2M
  • PCT 166
  • EIN 37th
  • RANK 401(k)
  • PHOTO near Simon's Trucking, Inc. Retirement Plan
  • IND ind #4257

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 Manufacturing retirement plans → · Plans in Florida →

Jsm & Associates 401(k) Plan in the asset neighbourhood

Jsm & Associates 401(k) Plan$2MSimon's Trucking, Inc. Retirement PlanSimon's Trucking, Inc. Retir…$2MAdvanced Center for Urology, Inc. 401(k) PlanAdvanced Center for Urology,…$2MM J Celco, Inc. 401(k) Plan$2MLendbuzz, Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Jsm & Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$211K
Employer EIN261660700
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Jsm & Associates 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Jsm & Associates 401(k) Plan, Total assets ($B): 0.002496251 · Participants: 166Jsm & Associates 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Jsm & Associates 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Jsm & Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Simon's Trucking, Inc. Retirement Plan in IA ($2M); by covered participants it is Client Solution Architects, LLC 401(k) Plan in PA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Jsm & Associates 401(k) Plan assets move in 2022?
Jsm & Associates 401(k) Plan grew at a solid clip - up 9.2% during 2022, from $2M to $2M. Reported net income was $211K.
Which 401(k) plans are similar in size to Jsm & Associates 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Simon's Trucking, Inc. Retirement Plan in IA ($2M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Jsm & Associates 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Client Solution Architects, LLC 401(k) Plan in PA (166 participants, N/A in assets).