401(k) · DOL Form 5500 · 2023

Jll Partners, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
31
Participants Small participant base
58th
Percentile by assets National rank
$310,517
Avg per participant High balance/head
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Official DOL plan name: Jll Partners LLC 401(k) Plan · Sponsored by Jll Partners, LLC · New York · Management of Enterprises

$10M in assets, 31 participants

Jll Partners, LLC's Jll Partners LLC 401(k) Plan reported $10M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #422 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Jll Partners LLC 401(k) Plan ranks #422 of 1,137 2023 filers by assets (3693% of the sector average)-$10M for 31 participants.

#422
in Management of Enterprises (1,137 peers)
+16.2%
assets growth YoY

Jll Partners LLC 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Jll Partners LLC 401(k) Plan vs every filed plan by assets

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

$9,626,039 Top 42% higher than 58% 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

Jll Partners LLC 401(k) 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. Jll Partners LLC 401(k) 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

  • Jll Partners LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jll Partners LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Jll Partners LLC 401(k) Plan reported participants rose from 29 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 813583478 · Jll Partners, LLC PY 2023 · 401(k)

Jll Partners LLC 401(k) Plan · $10M · 31 · 58th

  • BOOK $10M
  • VS-ST 31
  • BOY 58th
  • SCH 401(k)
  • EBSA near First Help Financial and Treacy & Company Retirement Plan
  • PART ind #422

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 Management of Enterprises retirement plans → · Plans in New York →

Jll Partners LLC 401(k) Plan in the asset neighbourhood

Jll Partners LLC 401(k) Plan$10MFirst Help Financial and Treacy & Company Retirement PlanFirst Help Financial and Tre…$10MOnpath Federal Credit Union Profit Sharing 401(k) PlanOnpath Federal Credit Union …$10MMiami Industrial Trucks, Inc. 401(k) Profit Sharing PlanMiami Industrial Trucks, Inc…$10MLeasequery 401(k) Plan$10M
End-of-year total assets ($M) among Jll Partners LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN813583478
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jll Partners, LLC)

Sponsor-wide plan assets over time

All Jll Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 39.201328736658404% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.28M $11.5M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 29 $8M
2023 1 31 $10M
2024 1 31 $12M

Nearby 401(k) Plans in New York

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

Jll Partners LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jll Partners LLC 401(k) Plan, Total assets ($B): 0.009626039 · Participants: 31Jll Partners LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Jll Partners LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jll Partners LLC 401(k) Plan side-by-side with 3 peers →

Jll Partners LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is First Help Financial and Treacy & Company Retirement Plan in MA ($10M); 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 Jll Partners LLC 401(k) Plan assets move in 2023? ▼
Jll Partners LLC 401(k) Plan grew sharply - up 16.2% during 2023, from $8M to $10M. Reported net income was $1M.
How have Jll Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jll Partners, LLC's sponsor-wide assets grew 39.2%, from $8M to $12M.
Which 401(k) plans are similar in size to Jll Partners LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Help Financial and Treacy & Company Retirement Plan in MA ($10M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Jll Partners LLC 401(k) 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).

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 813583478.

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.