401(k) · DOL Form 5500 · 2022
Jm Family Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 4,189
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $314,581
- Avg per participant High balance/head
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.
- #6,808 in Wholesale Trade (6,843 peers)
Coverage in Florida
Jm Family Associates' Profit Sharing and 401(k) Plan covers 4,189 participants in Florida, 6.7x the typical Florida plan (state average ~628 per filing). Assets: $1.3B.
- #6,808
- in Wholesale Trade (6,843 peers)
- -19.9%
- assets change YoY
- 13×
- vs typical plan assets (national mean)
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.
Jm Family Associates' Profit Sharing and 401(k) Plan's outsized position by total assets
Jm Family Associates' Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,317,778,500 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jm Family Associates' Profit Sharing and 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. Jm Family Associates' Profit Sharing and 401(k) Plan lands in the large band (4,189 participants).
EBSA filing schedule strip
Filing strip 591390794 · Jm Family Enterprises, Inc. PY 2022 · 401(k)
Jm Family Associates' Profit Sharing and 401(k) Plan · $1.3B · 4,189 · 99th
- BOY $1.3B
- BOY 4,189
- BOY 99th
- BOY 401(k)
- BOY near The Nielsen Company 401(k) Savings Plan
- BOY ind #6808
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 Associates' Profit Sharing and 401(k) Plan in the asset neighbourhood
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.)
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
| 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.
- 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
Jm Family Associates' Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is The Nielsen Company 401(k) Savings Plan in NY ($1.3B); by covered participants it is Zoe Holding Company, Inc 401(k) Plan in AZ (4,188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,189 participants); asset peers above are excluded.
- Zoe Holding Company, Inc 401(k) Plan (AZ) 4,188 · 1 off
- Costar Realty Information, Inc. 401(k) Retirement Plan (DC) 4,191 · 2 off
- Hanford Operations and Engineering Investment Plan (WA) 4,186 · 3 off
- Integrity Marketing Group 401(k) Plan (TX) 4,194 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.