401(k) · DOL Form 5500 · 2023

Jcb Urban Company 401(k) Plan

Data updated 2026-08-25

$819K
Total assets Small plan by assets
8
Participants Small participant base
22nd
Percentile by assets National rank
$102,350
Avg per participant Below avg balance/head
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Official DOL plan name: Jcb Urban Company 401(k) Profit Sharing Plan & Trust · Sponsored by Jcb Urban Company · North Carolina · Professional & Technical Services

$819K in assets, 8 participants

Jcb Urban Company's Jcb Urban Company 401(k) Profit Sharing Plan & Trust reported $819K in total assets and 8 participants in its 2023 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.

  • #3,463 in Professional & Technical Services (20,321 peers)

Jcb Urban Company multi-year trail

Jcb Urban Company's plans moved +31.9% in assets from 2022 to 2023; this filing shows Jcb Urban Company 401(k) Profit Sharing Plan & Trust at $819K / 8 participants.

#3,463
in Professional & Technical Services (20,321 peers)
+31.9%
assets growth YoY

Jcb Urban Company 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Jcb Urban Company 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$818,802 22nd percentile higher than 22% 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

Jcb Urban Company 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jcb Urban Company 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jcb Urban Company 401(k) Profit Sharing Plan & Trust reported net income rose from $5K in the plan year 2022 filing to $198K in the plan year 2023 filing.
  • Jcb Urban Company 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $621K in the plan year 2022 filing to $819K in the plan year 2023 filing.
  • Jcb Urban Company 401(k) Profit Sharing Plan & Trust reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 562308593 · Jcb Urban Company PY 2023 · 401(k)

Jcb Urban Company 401(k) Profit Sharing Plan & Trust · $819K · 8 · 22nd

  • VS-ST $819K
  • BOY 8
  • SCH 22nd
  • EBSA 401(k)
  • PART near Lakeside Dentistry, PA 401(k) Plan
  • TYPE ind #3463

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Jcb Urban Company 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Jcb Urban Company 401(k) Profit Sharing Plan & TrustJcb Urban Company 401(k) Pro…$819KLakeside Dentistry, PA 401(k) PlanLakeside Dentistry, PA 401(k…$819KEi US LLC 401(k) Plan$819KRoman Empire Aba Services, Inc. 401(k) PlanRoman Empire Aba Services, I…$819KB&b Creative Marketing 401(k) PlanB&b Creative Marketing 401(k…$819K
End-of-year total assets ($M) among Jcb Urban Company 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jcb Urban Company multi-year asset trail

Sponsor-wide plan assets over time

All Jcb Urban Company plans reported in each filing year

Latest sponsor-wide plan assets
$819K 31.918239247030318% vs 2022
2023 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 20222023 $0.62M $0.82M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 7 $621K
2023 1 8 $819K

Jcb Urban Company filing trail (2023)

Total Assets (Beginning of Year)$621K
Net Assets (End of Year)$819K
Net Income$198K
Employer EIN562308593
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Jcb Urban Company 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Jcb Urban Company 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000818802 · Participants: 8Jcb Urban Company 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Jcb Urban Company 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Jcb Urban Company 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Jcb Urban Company 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Lakeside Dentistry, PA 401(k) Plan in SC ($819K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($819K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Jcb Urban Company 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Jcb Urban Company 401(k) Profit Sharing Plan & Trust surged - up 31.9% during 2023, from $621K to $819K. Reported net income was $198K.
How have Jcb Urban Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jcb Urban Company's sponsor-wide assets grew 31.9%, from $621K to $819K.
Where does Jcb Urban Company 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Jcb Urban Company 401(k) Profit Sharing Plan & Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jcb Urban Company 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lakeside Dentistry, PA 401(k) Plan in SC ($819K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Jcb Urban Company 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 562308593.

Read our methodology - how this data is sourced, computed, and verified.

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