Other
2022 plan-year Other DOL Form 5500

Jjf Management Services, Inc. ESOP

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

Sponsored by Jjf Management Services, Inc. · Maryland · Retail Trade

What the 2023 filing shows

Jjf Management Services, Inc. ESOP holds $13M for 1,977 participants — about $6,778 per participant, down 32.7% over the 2022 plan year.

$13M
total plan assets (2022 EOY)
1,977
covered participants
$6,778
avg assets per participant
-32.7%
assets change YoY

The plan reported a net loss of $416M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$13M
Participants
1,977
State
Industry
Retail Trade

What the Filing Says About Jjf Management Services, Inc. ESOP

Jjf Management Services, Inc. ESOP is a Other retirement plan sponsored by Jjf Management Services, Inc., headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 1,977 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 521044196, and the plan has been effective since 2021-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $20M at the beginning of 2022 to $13M at year-end — a decline of 32.7%. Net assets (after liabilities) closed the year at $-395,963,472, with reported net income of $-415,863,472 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)$20M
Total Assets (End of Year)$13M
Net Assets (End of Year)$-395,963,472
Net Income$-415,863,472
Plan TypeOther
Employer EIN521044196
Plan Effective Date2021-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jjf Management Services, Inc.)

Year Plans Participants Total Assets
2022 2 3,248 $64M
2023 2 3,087 $104M
2024 2 3,642 $119M

Nearby Other Plans in Maryland

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Jjf Management Services, Inc. ESOP?
As of the 2022 Form 5500 filing, Jjf Management Services, Inc. ESOP holds $13M in total assets with 1,977 participants. It is sponsored by Jjf Management Services, Inc..
What type of plan is Jjf Management Services, Inc. ESOP?
Jjf Management Services, Inc. ESOP is a Other plan. It has been effective since 2021-08-01. The plan is filed with the U.S. Department of Labor under EIN 521044196.
Who sponsors the Jjf Management Services, Inc. ESOP?
Jjf Management Services, Inc. ESOP is sponsored by Jjf Management Services, Inc., located in Maryland. The sponsor's EIN is 521044196 and the plan operates in the Retail Trade industry.
How did Jjf Management Services, Inc. ESOP perform in 2022?
Jjf Management Services, Inc. ESOP declined by 32.7% during 2022, moving from $20M to $13M in total assets. Net income was $-415,863,472.
Where can I find official filings for Jjf Management Services, Inc. ESOP?
Official Form 5500 filings for Jjf Management Services, Inc. ESOP are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521044196 or plan name at efast.dol.gov.
How does Jjf Management Services, Inc. ESOP compare to other plans?
You can compare Jjf Management Services, Inc. ESOP against other Other plans on the plan type page, or view plans in Maryland 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 521044196.

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.