401(k) · DOL Form 5500 · 2023

Jbtjkst Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
31st
Percentile by assets National rank
$116,730
Avg per participant Below avg balance/head
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Official DOL plan name: Jbtjkst Investments, Inc. 401(k) Plan · Sponsored by Jbtjkst Investments, Inc. · Florida · Wholesale Trade

$2M in assets, 18 participants

Jbtjkst Investments, Inc.'s Jbtjkst Investments, Inc. 401(k) Plan reported $2M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,273 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Jbtjkst Investments, Inc. 401(k) Plan holds $2M for 18 participants - about $116,730 per participant, in the lower half of filed plans by assets.

#1,273
in Wholesale Trade (6,309 peers)
+5.7%
assets growth YoY

Jbtjkst Investments, Inc. 401(k) Plan among the smaller filed plans by assets

Jbtjkst Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$2,101,142 31st percentile higher than 31% 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

Jbtjkst Investments, Inc. 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. Jbtjkst Investments, Inc. 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jbtjkst Investments, Inc. 401(k) Plan reported net income fell from $161K in the plan year 2022 filing to $113K in the plan year 2023 filing.
  • Jbtjkst Investments, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 812164134 · Jbtjkst Investments, Inc. PY 2023 · 401(k)

Jbtjkst Investments, Inc. 401(k) Plan · $2M · 18 · 31st

  • BOOK $2M
  • VS-ST 18
  • BOY 31st
  • SCH 401(k)
  • EBSA near Cka Management, LLC 401(k) Plan
  • PART ind #1273

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 Wholesale Trade retirement plans → · Plans in Florida →

Jbtjkst Investments, Inc. 401(k) Plan in the asset neighbourhood

Jbtjkst Investments, Inc. 401(k) PlanJbtjkst Investments, Inc. 40…$2MCka Management, LLC 401(k) PlanCka Management, LLC 401(k) P…$2MMustang Extreme Environmental Services 401(k) PlanMustang Extreme Environmenta…$2MInfraware 401(k) Plan$2MWamar International, LLC 401(k) Profit Sharing PlanWamar International, LLC 401…$2M
End-of-year total assets ($M) among Jbtjkst Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$113K
Employer EIN812164134
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jbtjkst Investments, Inc.)

Sponsor-wide plan assets over time

All Jbtjkst Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.174062832412532% vs 2022
2024 filing year
$1.95M$2M$2.05M$2.1M$2.15M 202220232024 $1.99M $2.03M ▲ +2.0%
Year Plans Participants Total Assets
2022 1 18 $2M
2023 1 18 $2M
2024 1 17 $2M

Nearby 401(k) Plans in Florida

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

Jbtjkst Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Jbtjkst Investments, Inc. 401(k) Plan, Total assets ($B): 0.002101142 · Participants: 18Jbtjkst Investments, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Jbtjkst Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Jbtjkst Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Jbtjkst Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cka Management, LLC 401(k) Plan in NJ ($2M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Jbtjkst Investments, Inc. 401(k) Plan assets move in 2023? ▼
Jbtjkst Investments, Inc. 401(k) Plan grew at a solid clip - up 5.7% during 2023, from $2M to $2M. Reported net income was $113K.
How have Jbtjkst Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jbtjkst Investments, Inc.'s sponsor-wide assets grew 2.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Jbtjkst Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cka Management, LLC 401(k) Plan in NJ ($2M, 912 participants).
Which 401(k) plans cover a similar participant headcount to Jbtjkst Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 812164134.

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.