401(k) · DOL Form 5500 · 2022
Jm Family Enterprises, Inc. 401(k) Plan
Data updated 2026-08-06
- $1.3B
- Total assets
- 4,189
- Participants
- 99th
- Percentile by assets
- $314,581
- Avg per participant
Official DOL plan name: Jm Family Associates' Profit Sharing and 401(k) Plan · Sponsored by Jm Family Enterprises, Inc. · Florida · Wholesale Trade
$1.3B in assets, 4,189 participants
Jm Family Enterprises, Inc.'s Jm Family Associates' Profit Sharing and 401(k) Plan reported $1.3B in total assets and 4,189 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,258 plans)
- #6,813 in Wholesale Trade (6,848 peers)
Coverage in Florida
Jm Family Associates' Profit Sharing and 401(k) Plan covers 4,189 participants in Florida, 6.6x the typical Florida plan (state average ~631 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2022 EOY)
- 4,189
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $314,581
- avg assets per participant
The plan reported a net loss of $262M 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 631 participants across 6,304 plans. Jm Family Associates' Profit Sharing and 401(k) Plan reports 4,189 participants - 6.6x that state average ($1.3B EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | -$262M |
| Employer EIN | 591390794 |
| Plan Effective Date | 2003-01-01 |
| 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 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Jm Family Associates' Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Jm Family Associates' Profit Sharing and 401(k) Plan by total assets, not by location.
- The Nielsen Company 401(k) Savings Plan (NY) $1.3B · 6,377
- Cleveland-Cliffs Steel LLC Hourly 401(k) Plan (IL) $1.3B · 12,117
- Mdu Resources Group, Inc. 401(k) Retirement Plan (ND) $1.3B · 8,525
- The Toro Company Retirement Plan (MN) $1.3B · 6,954
Frequently Asked Questions
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Filing takeaways
Ways to act on Jm Family Associates' Profit Sharing and 401(k) Plan's numbers.
- By total assets, Jm Family Associates' Profit Sharing and 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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