401(k) · DOL Form 5500 · 2023

J.a. Marketing, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
31
Participants Small participant base
43rd
Percentile by assets National rank
$147,137
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J.a. Marketing, Inc. 401(k) Profit Sharing Plan · Sponsored by J.a. Marketing, Inc. · Oregon · Retail Trade

$5M in assets, 31 participants

J.a. Marketing, Inc.'s J.a. Marketing, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,479 in Retail Trade (8,414 peers)

J.a. Marketing, Inc. multi-year trail

J.a. Marketing, Inc.'s plans moved +70.6% in assets from 2022 to 2024; this filing shows J.a. Marketing, Inc. 401(k) Profit Sharing Plan at $5M / 31 participants.

#4,479
in Retail Trade (8,414 peers)
+28.7%
assets growth YoY

J.a. Marketing, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

J.a. Marketing, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,561,241 43rd percentile higher than 43% of 127,068 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 2023

J.a. Marketing, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.a. Marketing, Inc. 401(k) Profit Sharing Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.a. Marketing, Inc. 401(k) Profit Sharing Plan reported net income rose from -$832K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • J.a. Marketing, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • J.a. Marketing, Inc. 401(k) Profit Sharing Plan reported participants fell from 38 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930764667 · J.a. Marketing, Inc. PY 2023 · 401(k)

J.a. Marketing, Inc. 401(k) Profit Sharing Plan · $5M · 31 · 43rd

  • BOY $5M
  • BOY 31
  • BOY 43rd
  • BOY 401(k)
  • BOY near Innovative Gateway Talent, LLC Dba Tularay 401(k) Plan
  • BOY ind #4479

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 Retail Trade retirement plans → · Plans in Oregon →

J.a. Marketing, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

J.a. Marketing, Inc. 401(k) Profit Sharing PlanJ.a. Marketing, Inc. 401(k) …$5MInnovative Gateway Talent, LLC Dba Tularay 401(k) PlanInnovative Gateway Talent, L…$5MTransparently 401(k) Plan$5MMorningstar Senior Living Retirement PlanMorningstar Senior Living Re…$5MMayo Employees Federal Credit Union 401(k) PlanMayo Employees Federal Credi…$5M
End-of-year total assets ($M) among J.a. Marketing, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J.a. Marketing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J.a. Marketing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 70.62648990063613% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.54M $6.05M ▲ +70.9%
Year Plans Participants Total Assets
2022 1 38 $4M
2023 1 31 $5M
2024 1 36 $6M

J.a. Marketing, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN930764667
Plan Effective Date1980-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

J.a. Marketing, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants J.a. Marketing, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004561241 · Participants: 31J.a. Marketing, Inc. 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
J.a. Marketing, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

J.a. Marketing, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Innovative Gateway Talent, LLC Dba Tularay 401(k) Plan in TX ($5M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J.a. Marketing, Inc. 401(k) Profit Sharing Plan assets move in 2023?
J.a. Marketing, Inc. 401(k) Profit Sharing Plan grew sharply - up 28.7% during 2023, from $4M to $5M. Reported net income was $1M.
How have J.a. Marketing, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), J.a. Marketing, Inc.'s sponsor-wide assets grew 70.6%, from $4M to $6M.
Which 401(k) plans are similar in size to J.a. Marketing, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Innovative Gateway Talent, LLC Dba Tularay 401(k) Plan in TX ($5M, 523 participants).
Which 401(k) plans cover a similar participant headcount to J.a. Marketing, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M in assets).