401(k) · DOL Form 5500 · 2022

James Martin Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
114
Participants Small participant base
50th
Percentile by assets National rank
$42,893
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: James Martin Associates, Inc. 401(k) Savings Incentive Plan · Sponsored by James Martin Associates, Inc. · Illinois · Construction

$5M in assets, 114 participants

James Martin Associates, Inc.'s James Martin Associates, Inc. 401(k) Savings Incentive Plan reported $5M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,887 in Construction (9,927 peers)

Coverage in Illinois

James Martin Associates, Inc. 401(k) Savings Incentive Plan covers 114 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $5M.

#4,887
in Construction (9,927 peers)
-13.1%
assets change YoY

The plan reported a net loss of $735K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James Martin Associates, Inc. 401(k) Savings Incentive Plan's mid-pack asset rank among Construction and all filers

James Martin Associates, Inc. 401(k) Savings Incentive Plan vs every filed plan by assets

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

$4,889,781 Top 50% higher than 50% 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

James Martin Associates, Inc. 401(k) Savings Incentive 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. James Martin Associates, Inc. 401(k) Savings Incentive Plan sits mid-pack in the medium band (114 participants).

DOL schedule card

Filing strip 362908126 · James Martin Associates, Inc. PY 2022 · 401(k)

James Martin Associates, Inc. 401(k) Savings Incentive Plan · $5M · 114 · 50th

  • RANK $5M
  • RANK 114
  • RANK 50th
  • RANK 401(k)
  • RANK near Forensic Fluids 401(k) and Profit Sharing Plan
  • RANK ind #4887

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 Construction retirement plans → · Plans in Illinois →

James Martin Associates, Inc. 401(k) Savings Incentive Plan in the asset neighbourhood

James Martin Associates, Inc. 401(k) Savings Incentive PlanJames Martin Associates, Inc…$5MForensic Fluids 401(k) and Profit Sharing PlanForensic Fluids 401(k) and P…$5MFairbank Group Retirement PlanFairbank Group Retirement Pl…$5MBallard Exploration Company, Inc. 401(k) PlanBallard Exploration Company,…$5MCustom Profile, LLC 401(k) Profit Sharing PlanCustom Profile, LLC 401(k) P…$5M
End-of-year total assets ($M) among James Martin Associates, Inc. 401(k) Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$735K
Employer EIN362908126
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James Martin Associates, Inc.)

Sponsor-wide plan assets over time

All James Martin Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 18.974551212007245% vs 2022
2023 filing year
$4.5M$5M$5.5M$6M 20222023 $4.89M $5.82M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 114 $5M
2023 1 123 $6M

Nearby 401(k) Plans in Illinois

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

James Martin Associates, Inc. 401(k) Savings Incentive Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants James Martin Associates, Inc. 401(k) Savings Incentive Plan, Total assets ($B): 0.004889781 · Participants: 114James Martin Associates, Inc. 401(k) Savings Incentive PlanState 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
James Martin Associates, Inc. 401(k) Savings Incentive Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

James Martin Associates, Inc. 401(k) Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Forensic Fluids 401(k) and Profit Sharing Plan in MI ($5M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 James Martin Associates, Inc. 401(k) Savings Incentive Plan assets move in 2022?
James Martin Associates, Inc. 401(k) Savings Incentive Plan pulled back noticeably - down 13.1% during 2022, from $6M to $5M. Reported net income was -$735K.
How have James Martin Associates, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), James Martin Associates, Inc.'s sponsor-wide assets grew 19.0%, from $5M to $6M.
Which 401(k) plans are similar in size to James Martin Associates, Inc. 401(k) Savings Incentive Plan?
Among 401(k) plans in other states, the closest by assets is Forensic Fluids 401(k) and Profit Sharing Plan in MI ($5M, 49 participants).
Which 401(k) plans cover a similar participant headcount to James Martin Associates, Inc. 401(k) Savings Incentive Plan?
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K in assets).