Defined Benefit (Pension) · DOL Form 5500 · 2022
Jm Family Enterprises, Inc. Pension Plan
Data updated 2026-08-11
- $653M
- Total assets
- 4,167
- Participants
- 98th
- Percentile by assets
- $156,762
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $653M
- total plan assets (2022 EOY)
- 4,167
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $156,762
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Jm Family Enterprises, Inc. Associates' Retirement Plan reports 4,167 participants - 6.6x that state average ($653M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $698M |
|---|---|
| Net Assets (End of Year) | $651M |
| Net Income | -$46M |
| Employer EIN | 591390794 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jm Family Enterprises, Inc.)
| 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
- L3harris Aviation Products Pension Plan $6.6B · 10
- Nextera Energy, Inc. Employee Pension Plan $4.8B · 13,210
- Csx Pension Plan $2.2B · 2,728
- Retirement Benefit Accumulation Plan for Employees of Pwc LLP $1.9B · 5,861
- Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners $1.8B · 3,819
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Jm Family Enterprises, Inc. Associates' Retirement Plan by total assets, not by location.
- Jones Day Qualified Defined Benefit Plan (OH) $653M · 946
- Sheet Metal Workers' Local 73 Pension Fund (IL) $653M · 1,887
- Federated Mutual Retirement Plan (MN) $654M · 2,377
- Johns Hopkins University Support Staff Pension Plan (MD) $652M · 3,003
Frequently Asked Questions
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Filing takeaways
Ways to act on Jm Family Enterprises, Inc. Associates' Retirement Plan's numbers.
- By total assets, Jm Family Enterprises, Inc. Associates' Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Florida. Compare plans
- Jm Family Enterprises, Inc.'s sponsor-wide assets have grown 28.6% since 2022 across 3 plan years on file. More Wholesale Trade plans