401(k) · DOL Form 5500 · 2022

Jmg Financial Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
78
Participants Small participant base
76th
Percentile by assets National rank
$232,662
Avg per participant Above avg balance/head
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Official DOL plan name: Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust · Sponsored by Jmg Financial Group, Ltd. · Illinois · Finance & Insurance

$18M in assets, 78 participants

Jmg Financial Group, Ltd.'s Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust reported $18M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,719 in Finance & Insurance (9,261 peers)

Where Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust sits by assets

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $18M for 78 participants (~$232,662/participant), down 14.5% in 2022.

#5,719
in Finance & Insurance (9,261 peers)
-14.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust's outsized position by total assets

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets

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

$18,147,645 Top 24% higher than 76% 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

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust is a small filing (78 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 363275370 · Jmg Financial Group, Ltd. PY 2022 · 401(k)

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust · $18M · 78 · 76th

  • EOY $18M
  • EOY 78
  • EOY 76th
  • EOY 401(k)
  • EOY near Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan
  • EOY ind #5719

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 Finance & Insurance retirement plans → · Plans in Illinois →

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust in the asset neighbourhood

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and TrustJmg Financial Group, Ltd. Pr…$18MWatkins, Ward & Stafford, PLLC 401(k) Salary Savings PlanWatkins, Ward & Stafford, PL…$18MCapital Newspapers Employee Savings PlanCapital Newspapers Employee …$18MCrystal Bridges Museum of American Art, Inc. 401(k) Profit Sharing PlanCrystal Bridges Museum of Am…$18MJerome's Furniture Warehouse 401(k) Savings PlanJerome's Furniture Warehouse…$18M
End-of-year total assets ($M) among Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN363275370
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jmg Financial Group, Ltd.)

Sponsor-wide plan assets over time

All Jmg Financial Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 57.08406793278136% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.2M $28.5M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 78 $18M
2023 1 92 $23M
2024 1 93 $29M

Nearby 401(k) Plans in Illinois

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

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust, Total assets ($B): 0.018147645 · Participants: 78Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and TrustState 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
Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust side-by-side with 3 peers →

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan in MS ($18M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust assets move in 2022? ▼
Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust pulled back noticeably - down 14.5% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Jmg Financial Group, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jmg Financial Group, Ltd.'s sponsor-wide assets grew 57.1%, from $18M to $29M.
Where does Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Watkins, Ward & Stafford, PLLC 401(k) Salary Savings Plan in MS ($18M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants, $2M 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 363275370.

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.