401(k) · DOL Form 5500 · 2022

J & L Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
370
Participants Below avg headcount
73rd
Percentile by assets National rank
$40,511
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J & L Ventures, LLC Retirement Savings Plan · Sponsored by J & L Ventures, LLC · Georgia · Wholesale Trade

$15M in assets, 370 participants

J & L Ventures, LLC's J & L Ventures, LLC Retirement Savings Plan reported $15M in total assets and 370 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,679 in Wholesale Trade (6,843 peers)

Coverage in Georgia

J & L Ventures, LLC Retirement Savings Plan covers 370 participants in Georgia, about 34% of the average Georgia filer (state average ~1,096 per filing). Assets: $15M.

#4,679
in Wholesale Trade (6,843 peers)
-13.2%
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 & L Ventures, LLC Retirement Savings Plan's outsized position by total assets

J & L Ventures, LLC Retirement Savings Plan vs every filed plan by assets

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

$14,989,103 Top 27% higher than 73% 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 & L Ventures, LLC Retirement Savings 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 & L Ventures, LLC Retirement Savings Plan sits mid-pack in the medium band (370 participants).

EBSA filing schedule strip

Filing strip 030404658 · J & L Ventures, LLC PY 2022 · 401(k)

J & L Ventures, LLC Retirement Savings Plan · $15M · 370 · 73rd

  • EOY $15M
  • EOY 370
  • EOY 73rd
  • EOY 401(k)
  • EOY near People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust
  • EOY ind #4679

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 Georgia →

J & L Ventures, LLC Retirement Savings Plan in the asset neighbourhood

J & L Ventures, LLC Retirement Savings PlanJ & L Ventures, LLC Retireme…$15MPeople's Trust Insurance Co 401(k) Profit Sharing Plan & TrustPeople's Trust Insurance Co …$15MOrthosc, LLC 401(k) Profit Sharing PlanOrthosc, LLC 401(k) Profit S…$15MDutrac Community Credit Union 401(k) Plan and TrustDutrac Community Credit Unio…$15MProscan Imaging, LLC Profit Sharing PlanProscan Imaging, LLC Profit …$15M
End-of-year total assets ($M) among J & L Ventures, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN030404658
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J & L Ventures, LLC)

Sponsor-wide plan assets over time

All J & L Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 37.97433375432806% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $20.7M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 370 $15M
2023 1 395 $18M
2024 1 447 $21M

Nearby 401(k) Plans in Georgia

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

J & L Ventures, LLC Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants J & L Ventures, LLC Retirement Savings Plan, Total assets ($B): 0.014989103 · Participants: 370J & L Ventures, LLC Retirement Savings PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
J & L Ventures, LLC Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

J & L Ventures, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust in FL ($15M); by covered participants it is Spirit of Texas Bank 401(k) Retirement Plan in TX (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 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 & L Ventures, LLC Retirement Savings Plan assets move in 2022?
J & L Ventures, LLC Retirement Savings Plan pulled back noticeably - down 13.2% during 2022, from $17M to $15M. Reported net income was -$2M.
How have J & L Ventures, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), J & L Ventures, LLC's sponsor-wide assets grew 38.0%, from $15M to $21M.
Which 401(k) plans are similar in size to J & L Ventures, LLC Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust in FL ($15M, 564 participants).
Which 401(k) plans cover a similar participant headcount to J & L Ventures, LLC Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Spirit of Texas Bank 401(k) Retirement Plan in TX (370 participants, N/A in assets).