401(k) · DOL Form 5500 · 2023

Jzm, Inc. 401(k) Plan

Data updated 2026-08-25

$681K
Total assets Small plan by assets: 2
Participants Small participant base: 20th
Percentile by assets National rank: $340,504
Avg per participant High balance/head

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Official DOL plan name: Jzm Retirement Plan · Sponsored by Jzm, Inc. · Colorado · Finance & Insurance

$681K in assets, 2 participants

Jzm, Inc.'s Jzm Retirement Plan reported $681K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

#1,112 in Finance & Insurance (8,869 peers)

Jzm, Inc. multi-year trail

Jzm, Inc.'s plans moved +11.9% in assets from 2022 to 2024; this filing shows Jzm Retirement Plan at $681K / 2 participants.

#1,112
in Finance & Insurance (8,869 peers): +7.7%
assets growth YoY

Jzm Retirement Plan among the smaller filed plans by assets

Jzm Retirement Plan vs every filed plan by assets

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

$681,007 20th percentile higher than 20% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Jzm Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jzm Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Jzm Retirement Plan reported net income fell from $84K in the plan year 2022 filing to $49K in the plan year 2023 filing.
Jzm Retirement Plan end-of-year assets rose from $632K in the plan year 2022 filing to $681K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 821500439 · Jzm, Inc. PY 2023 · 401(k)

Jzm Retirement Plan · $681K · 2 · 20th

NET $681K
NET 2
NET 20th
NET 401(k)
NET near Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan
NET ind #1112

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 Finance & Insurance retirement plans → · Plans in Colorado →

End-of-year total assets ($M) among Jzm Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jzm, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $708K 11.948528248390915% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$632K
2023	1	2	$681K
2024	1	1	$708K

Jzm, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$632K
Net Assets (End of Year)	$681K
Net Income	$49K
Employer EIN	821500439
Plan Effective Date	2017-05-11
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Jzm Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.3B · 57,711
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
Woodward Retirement Savings Plan $1.8B · 5,847
Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491

Compare Jzm Retirement Plan side-by-side with 3 peers →

Jzm Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan in CT ($681K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($681K here).

Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan (CT) $681K · 14
Hats-N-Homes, Inc. 401(k) Plan (OR) $681K · 4
Z&d Engineering Inc 401(k) Profit Sharing Plan & Trust (MD) $681K · 4
Performance Tools Plus, Inc. 401(k) Plan (NV) $681K · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
Dakota Slp of Sw Florida, Inc. 401(k) Profit Sharing Plan (FL) 2 · 0 off

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 Jzm Retirement Plan assets move in 2023? ▼

Jzm Retirement Plan grew at a solid clip - up 7.7% during 2023, from $632K to $681K. Reported net income was $49K.

How have Jzm, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jzm, Inc.'s sponsor-wide assets grew 11.9%, from $632K to $708K.

Where does Jzm Retirement Plan rank by assets among Form 5500 filers? ▼

Jzm Retirement Plan ranks in the 20th 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 Jzm Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pedrick & Associates Strategic Marketing, Inc. 401(k) Plan in CT ($681K, 14 participants).

Which 401(k) plans cover a similar participant headcount to Jzm Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 821500439.