401(k) · DOL Form 5500 · 2022

J.B. Sullivan, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
340
Participants Below avg headcount
62nd
Percentile by assets National rank
$25,109
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J.B. Sullivan, Inc. Retirement Plan · Sponsored by J.B. Sullivan, Inc. · Illinois · Retail Trade

$9M in assets, 340 participants

J.B. Sullivan, Inc.'s J.B. Sullivan, Inc. Retirement Plan reported $9M in total assets and 340 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,890 in Retail Trade (9,519 peers)

Coverage in Illinois

J.B. Sullivan, Inc. Retirement Plan covers 340 participants in Illinois, about 44% of the average Illinois filer (state average ~779 per filing). Assets: $9M.

#6,890
in Retail Trade (9,519 peers)
-19.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.B. Sullivan, Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

J.B. Sullivan, Inc. Retirement Plan vs every filed plan by assets

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

$8,536,950 Top 38% higher than 62% 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

J.B. Sullivan, Inc. Retirement 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. J.B. Sullivan, Inc. Retirement Plan sits mid-pack in the medium band (340 participants).

Plan-year Form 5500 strip

Filing strip 362868676 · J.B. Sullivan, Inc. PY 2022 · 401(k)

J.B. Sullivan, Inc. Retirement Plan · $9M · 340 · 62nd

  • SCH $9M
  • EBSA 340
  • PART 62nd
  • TYPE 401(k)
  • NET near Wilmington Country Club 401(k) Retirement Plan
  • BOOK ind #6890

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 Retail Trade retirement plans → · Plans in Illinois →

J.B. Sullivan, Inc. Retirement Plan in the asset neighbourhood

J.B. Sullivan, Inc. Retirement PlanJ.B. Sullivan, Inc. Retireme…$9MWilmington Country Club 401(k) Retirement PlanWilmington Country Club 401(…$9MCoastal Mechanical Services, LLC 401(k) PlanCoastal Mechanical Services,…$9MExeltis USA 401(k) Plan$9MUsherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing PlanUsherwood Business Equipment…$9M
End-of-year total assets ($M) among J.B. Sullivan, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN362868676
Plan Effective Date1981-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.B. Sullivan, Inc.)

Sponsor-wide plan assets over time

All J.B. Sullivan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $8.54M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 340 $9M
2023 1 345 $9M
2024 1 236 N/A

Nearby 401(k) Plans in Illinois

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

J.B. Sullivan, Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants J.B. Sullivan, Inc. Retirement Plan, Total assets ($B): 0.00853695 · Participants: 340J.B. Sullivan, Inc. Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
J.B. Sullivan, Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

J.B. Sullivan, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Wilmington Country Club 401(k) Retirement Plan in DE ($9M); by covered participants it is T.C.T. 401(k) Profit Sharing Plan in WA (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 J.B. Sullivan, Inc. Retirement Plan assets move in 2022?
J.B. Sullivan, Inc. Retirement Plan declined sharply - down 19.3% during 2022, from $11M to $9M. Reported net income was -$2M.
Which 401(k) plans are similar in size to J.B. Sullivan, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Wilmington Country Club 401(k) Retirement Plan in DE ($9M, 97 participants).
Which 401(k) plans cover a similar participant headcount to J.B. Sullivan, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is T.C.T. 401(k) Profit Sharing Plan in WA (340 participants, $9M in assets).