401(k) · DOL Form 5500 · 2022

Jozon Enterprises Inc. 401(k) Plan

Data updated 2026-08-25

$711K
Total assets Small plan by assets
158
Participants Small participant base
22nd
Percentile by assets National rank
$4,503
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Jozon Enterprises Inc. 401(k) Retirement Plan · Sponsored by Jozon Enterprises Inc. · Rhode Island · Food Services & Accommodation

$711K in assets, 158 participants

Jozon Enterprises Inc.'s Jozon Enterprises Inc. 401(k) Retirement Plan reported $711K in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,439 in Food Services & Accommodation (4,592 peers)

Coverage in Rhode Island

Jozon Enterprises Inc. 401(k) Retirement Plan covers 158 participants in Rhode Island, about 11% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $711K.

#2,439
in Food Services & Accommodation (4,592 peers)
+68.3%
assets growth YoY

Jozon Enterprises Inc. 401(k) Retirement Plan among the smaller filed plans by assets

Jozon Enterprises Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$711,417 22nd percentile higher than 22% 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

Jozon Enterprises Inc. 401(k) 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. Jozon Enterprises Inc. 401(k) Retirement Plan sits mid-pack in the medium band (158 participants).

Plan-year Form 5500 strip

Filing strip 050481494 · Jozon Enterprises Inc. PY 2022 · 401(k)

Jozon Enterprises Inc. 401(k) Retirement Plan · $711K · 158 · 22nd

  • EBSA $711K
  • PART 158
  • TYPE 22nd
  • NET 401(k)
  • BOOK near Natc Donuts, Inc. 401(k)
  • VS-ST ind #2439

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 Food Services & Accommodation retirement plans → · Plans in Rhode Island →

Jozon Enterprises Inc. 401(k) Retirement Plan in the asset neighbourhood

Jozon Enterprises Inc. 401(k) Retirement PlanJozon Enterprises Inc. 401(k…$711KNatc Donuts, Inc. 401(k)$711KJst Transportation 401(k) Profit Sharing Plan and TrustJst Transportation 401(k) Pr…$711K3star Holdings Corp. 401(k) Profit Sharing Plan3star Holdings Corp. 401(k) …$712KSignova Corporation 401(k) PlanSignova Corporation 401(k) P…$711K
End-of-year total assets ($M) among Jozon Enterprises Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$423K
Net Assets (End of Year)$711K
Net Income$289K
Employer EIN050481494
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Jozon Enterprises Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Jozon Enterprises Inc. 401(k) Retirement Plan, Total assets ($B): 0.000711417 · Participants: 158Jozon Enterprises Inc. 401(k) Retirement PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Jozon Enterprises Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants

Jozon Enterprises Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Natc Donuts, Inc. 401(k) in NJ ($711K); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($711K here).

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Jozon Enterprises Inc. 401(k) Retirement Plan assets move in 2022?
Jozon Enterprises Inc. 401(k) Retirement Plan surged - up 68.3% during 2022, from $423K to $711K. Reported net income was $289K.
Where does Jozon Enterprises Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers?
Jozon Enterprises Inc. 401(k) Retirement Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jozon Enterprises Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Natc Donuts, Inc. 401(k) in NJ ($711K, 147 participants).
Which 401(k) plans cover a similar participant headcount to Jozon Enterprises Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is The Bill Gatton Family of Dealerships Profit in TN (158 participants, N/A in assets).