401(k) · DOL Form 5500 · 2022

J & D Acquisitions, Inc. Dba Jim 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
540
Participants Below avg headcount
69th
Percentile by assets National rank
$22,896
Avg per participant Low balance/head
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Official DOL plan name: Jim Norton 401(k) Profit Sharing Plan · Sponsored by J & D Acquisitions, Inc. Dba Jim · Oklahoma · Retail Trade

$12M in assets, 540 participants

J & D Acquisitions, Inc. Dba Jim's Jim Norton 401(k) Profit Sharing Plan reported $12M in total assets and 540 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #7,589 in Retail Trade (9,519 peers)

J & D Acquisitions, Inc. Dba Jim multi-year trail

J & D Acquisitions, Inc. Dba Jim's plans moved +52.1% in assets from 2022 to 2024; this filing shows Jim Norton 401(k) Profit Sharing Plan at $12M / 540 participants.

#7,589
in Retail Trade (9,519 peers)
-11.5%
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.

Jim Norton 401(k) Profit Sharing Plan's outsized position by total assets

Jim Norton 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,363,980 Top 31% higher than 69% 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

Jim Norton 401(k) Profit Sharing 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. Jim Norton 401(k) Profit Sharing Plan sits mid-pack in the medium band (540 participants).

Published 5500 schedule card

Filing strip 731351304 · J & D Acquisitions, Inc. Dba Jim PY 2022 · 401(k)

Jim Norton 401(k) Profit Sharing Plan · $12M · 540 · 69th

  • 5500 $12M
  • ASSETS 540
  • PCT 69th
  • EIN 401(k)
  • RANK near Metrica, Inc. 401(k) Retirement Plan
  • PHOTO ind #7589

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 Oklahoma →

Jim Norton 401(k) Profit Sharing Plan in the asset neighbourhood

Valley Electric Co. of Mt. Vernon 401(k) Profit Sharing PlanValley Electric Co. of Mt. V…$12MJim Norton 401(k) Profit Sharing PlanJim Norton 401(k) Profit Sha…$12MMetrica, Inc. 401(k) Retirement PlanMetrica, Inc. 401(k) Retirem…$12MQuality Sausage Company LLC 401(k) Defined Contribution PlanQuality Sausage Company LLC …$12MIpt 401(k) Retirement Plan$12M
End-of-year total assets ($M) among Jim Norton 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

J & D Acquisitions, Inc. Dba Jim multi-year asset trail

Sponsor-wide plan assets over time

All J & D Acquisitions, Inc. Dba Jim plans reported in each filing year

Latest sponsor-wide plan assets
$19M 52.143816149815834% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.4M $18.8M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 540 $12M
2023 1 571 $15M
2024 1 712 $19M

J & D Acquisitions, Inc. Dba Jim filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN731351304
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Jim Norton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Jim Norton 401(k) Profit Sharing Plan, Total assets ($B): 0.01236398 · Participants: 540Jim Norton 401(k) Profit Sharing PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Jim Norton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Jim Norton 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jim Norton 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Metrica, Inc. 401(k) Retirement Plan in TX ($12M); by covered participants it is Rotary International 401(k) Plan in IL (540 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (540 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 Jim Norton 401(k) Profit Sharing Plan assets move in 2022? ▼
Jim Norton 401(k) Profit Sharing Plan pulled back noticeably - down 11.5% during 2022, from $14M to $12M. Reported net income was -$2M.
How have J & D Acquisitions, Inc. Dba Jim plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J & D Acquisitions, Inc. Dba Jim's sponsor-wide assets grew 52.1%, from $12M to $19M.
Which 401(k) plans are similar in size to Jim Norton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metrica, Inc. 401(k) Retirement Plan in TX ($12M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Jim Norton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rotary International 401(k) Plan in IL (540 participants, $120M 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 731351304.

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.