401(k) · DOL Form 5500 · 2023

J&k Futures Inc. 401(k) Plan

Data updated 2026-08-25

$62K
Total assets Small plan by assets: 1
Participants Small participant base: 4th
Percentile by assets National rank: $62,370
Avg per participant Low balance/head

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Official DOL plan name: J&k 401(k) Trust · Sponsored by J&k Futures Inc. · Utah · Finance & Insurance

$62K in assets, 1 participants

J&k Futures Inc.'s J&k 401(k) Trust reported $62K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

#248 in Finance & Insurance (8,869 peers)

2023 asset change

J&k 401(k) Trust pulled back noticeably 11.9% in 2023 ($71K → $62K) for 1 participant.

#248
in Finance & Insurance (8,869 peers): -11.9%
assets change YoY

The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J&k 401(k) Trust among the smaller filed plans by assets

J&k 401(k) Trust vs every filed plan by assets

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

$62,370 4th percentile higher than 4% 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

J&k 401(k) 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. J&k 401(k) Trust is a micro filing (1 participant), 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%)

J&k 401(k) Trust reported net income rose from -$70K in the plan year 2022 filing to -$8K in the plan year 2023 filing.
J&k 401(k) Trust end-of-year assets fell from $71K in the plan year 2022 filing to $62K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 844540873 · J&k Futures Inc. PY 2023 · 401(k)

J&k 401(k) Trust · $62K · 1 · 4th

PHOTO $62K
IND 1
EOY 4th
5500 401(k)
ASSETS near Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan
PCT ind #248

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 Utah →

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

J&k Futures Inc. years around the 2023 move

Latest sponsor-wide plan assets: $67K 5.174825174825175% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$71K
2023	1	1	$62K
2024	1	1	$67K

2023 asset-move particulars

Total Assets (Beginning of Year)	$71K
Net Assets (End of Year)	$62K
Net Income	-$8K
Employer EIN	844540873
Plan Effective Date	2020-03-11
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Utah

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

J&k 401(k) Trust vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
Deseret 401(k) Plan $5.5B · 24,292
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537

Compare J&k 401(k) Trust side-by-side with 3 peers →

J&k 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan in TN ($62K); by covered participants it is Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan in IL (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62K here).

Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan (TN) $62K · 1
Little Town Vaping Inc. 401(k) Plan (LA) $62K · 7
Scandinavian School of Jersey City 401(k)& Profit Shring Plan (NJ) $62K · 31
Hamsa by Five Corporation 401(k) Plan (GA) $62K · 2

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 0 off
John Hines, Inc. 401(k) Profit Sharing Plan (NM) 1 · 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 J&k 401(k) Trust assets move in 2023? ▼

J&k 401(k) Trust pulled back noticeably - down 11.9% during 2023, from $71K to $62K. Reported net income was -$8K.

How have J&k Futures Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), J&k Futures Inc.'s sponsor-wide assets declined 5.2%, from $71K to $67K.

Where does J&k 401(k) Trust rank by assets among Form 5500 filers? ▼

J&k 401(k) Trust ranks in the 4th 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 J&k 401(k) Trust? ▼

Among 401(k) plans in other states, the closest by assets is Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan in TN ($62K, 1 participant).

Which 401(k) plans cover a similar participant headcount to J&k 401(k) Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan in IL (1 participant, 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 844540873.