Defined Benefit (Pension) · DOL Form 5500 · 2022

Jm Family Enterprises, Inc. Pension Plan

Data updated 2026-08-25

$653M
Total assets Above avg plan size
4,167
Participants Above avg headcount
98th
Percentile by assets National rank
$156,762
Avg per participant Above avg balance/head
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Official DOL plan name: Jm Family Enterprises, Inc. Associates' Retirement Plan · Sponsored by Jm Family Enterprises, Inc. · Florida · Wholesale Trade

$653M in assets, 4,167 participants

Jm Family Enterprises, Inc.'s Jm Family Enterprises, Inc. Associates' Retirement Plan reported $653M in total assets and 4,167 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #6,773 in Wholesale Trade (6,843 peers)

Coverage in Florida

Jm Family Enterprises, Inc. Associates' Retirement Plan covers 4,167 participants in Florida, 6.6x the typical Florida plan (state average ~628 per filing). Assets: $653M.

#6,773
in Wholesale Trade (6,843 peers)
-6.4%
assets change YoY
6.6×
vs typical plan assets (national mean)

The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jm Family Enterprises, Inc. Associates' Retirement Plan's outsized position by total assets

Jm Family Enterprises, Inc. Associates' Retirement Plan vs every filed plan by assets

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

$653,227,818 Top 2% higher than 98% 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

Jm Family Enterprises, Inc. Associates' Retirement 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. Jm Family Enterprises, Inc. Associates' Retirement Plan lands in the large band (4,167 participants).

Published 5500 schedule card

Filing strip 591390794 · Jm Family Enterprises, Inc. PY 2022 · Defined Benefit (Pension)

Jm Family Enterprises, Inc. Associates' Retirement Plan · $653M · 4,167 · 98th

  • TYPE $653M
  • TYPE 4,167
  • TYPE 98th
  • TYPE Defined Benefit (Pension)
  • TYPE near Jones Day Qualified Defined Benefit Plan
  • TYPE ind #6773

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 Wholesale Trade retirement plans → · Plans in Florida →

Jm Family Enterprises, Inc. Associates' Retirement Plan in the asset neighbourhood

Federated Mutual Retirement PlanFederated Mutual Retirement …$654MJm Family Enterprises, Inc. Associates' Retirement PlanJm Family Enterprises, Inc. …$653MJones Day Qualified Defined Benefit PlanJones Day Qualified Defined …$653MSheet Metal Workers' Local 73 Pension FundSheet Metal Workers' Local 7…$653MJohns Hopkins University Support Staff Pension PlanJohns Hopkins University Sup…$652M
End-of-year total assets ($M) among Jm Family Enterprises, Inc. Associates' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$698M
Net Assets (End of Year)$651M
Net Income-$46M
Employer EIN591390794
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jm Family Enterprises, Inc.)

Sponsor-wide plan assets over time

All Jm Family Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 28.58445373080737% vs 2022
2024 filing year
$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.97B $2.53B ▲ +28.4%
Year Plans Participants Total Assets
2022 2 8,356 $2.0B
2023 2 7,780 $2.3B
2024 2 8,035 $2.5B

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jm Family Enterprises, Inc. Associates' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02468 Total assets ($B) Participants Jm Family Enterprises, Inc. Associates' Retirement Plan, Total assets ($B): 0.653227818 · Participants: 4167Jm Family Enterprises, Inc. Associates' Retirement PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Jm Family Enterprises, Inc. Associates' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Jm Family Enterprises, Inc. Associates' Retirement Plan side-by-side with 3 peers →

Jm Family Enterprises, Inc. Associates' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Jones Day Qualified Defined Benefit Plan in OH ($653M); by covered participants it is Conocophillips Retirement Plan in TX (4,178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($653M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,167 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 Jm Family Enterprises, Inc. Associates' Retirement Plan assets move in 2022? ▼
Jm Family Enterprises, Inc. Associates' Retirement Plan pulled back noticeably - down 6.4% during 2022, from $698M to $653M. Reported net income was -$46M.
How have Jm Family Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jm Family Enterprises, Inc.'s sponsor-wide assets grew 28.6%, from $2.0B to $2.5B.
Where does Jm Family Enterprises, Inc. Associates' Retirement Plan rank by assets among Form 5500 filers? ▼
Jm Family Enterprises, Inc. Associates' Retirement Plan ranks in the 98th 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 Defined Benefit (Pension) plans are similar in size to Jm Family Enterprises, Inc. Associates' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jones Day Qualified Defined Benefit Plan in OH ($653M, 946 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jm Family Enterprises, Inc. Associates' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Conocophillips Retirement Plan in TX (4,178 participants, $1.3B 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 591390794.

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.