401(k)
2022 plan-year 401(k) DOL Form 5500

Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Jk Moving and Storage, Inc. · Virginia · Transportation & Warehousing

What the 2023 filing shows

Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan holds $40M for 732 participants — about $54,271 per participant, down 16.2% over the 2022 plan year.

$40M
total plan assets (2022 EOY)
732
covered participants
$54,271
avg assets per participant
-16.2%
assets change YoY

The plan reported a net loss of $8M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$40M
Participants
732
State
Industry
Transportation & Warehousing

What the Filing Says About Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan

Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan is a 401(k) retirement plan sponsored by Jk Moving and Storage, Inc., headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $40M in total end-of-year assets and covers 732 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 541289302, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $47M at the beginning of 2022 to $40M at year-end — a decline of 16.2%. Net assets (after liabilities) closed the year at $40M, with reported net income of $-7,686,981 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$47M
Total Assets (End of Year)$40M
Net Assets (End of Year)$40M
Net Income$-7,686,981
Plan Type401(k)
Employer EIN541289302
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jk Moving and Storage, Inc.)

Year Plans Participants Total Assets
2022 1 732 $40M
2023 1 692 $47M
2024 1 623 $51M

Nearby 401(k) Plans in Virginia

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

Frequently Asked Questions

How much money is in the Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan?
As of the 2022 Form 5500 filing, Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan holds $40M in total assets with 732 participants. It is sponsored by Jk Moving and Storage, Inc..
What type of plan is Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan?
Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan is a 401(k) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 541289302.
Who sponsors the Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan?
Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan is sponsored by Jk Moving and Storage, Inc., located in Virginia. The sponsor's EIN is 541289302 and the plan operates in the Transportation & Warehousing industry.
How did Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan perform in 2022?
Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan declined by 16.2% during 2022, moving from $47M to $40M in total assets. Net income was $-7,686,981.
Where can I find official filings for Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan?
Official Form 5500 filings for Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 541289302 or plan name at efast.dol.gov.
How does Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan compare to other plans?
You can compare Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 541289302.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.