401(k) · DOL Form 5500 · 2023

Jm Borman Inc 401(k) Plan

Data updated 2026-08-25

$234K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$116,965
Avg per participant Below avg balance/head
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Official DOL plan name: Jm Borman Inc 401(k) Profit Sharing Plan · Sponsored by Jm Borman Inc · Florida · Other Services

$234K in assets, 2 participants

Jm Borman Inc's Jm Borman Inc 401(k) Profit Sharing Plan reported $234K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,997 in Other Services (7,857 peers)

Jm Borman Inc multi-year trail

Jm Borman Inc's plans moved -16.8% in assets from 2022 to 2024; this filing shows Jm Borman Inc 401(k) Profit Sharing Plan at $234K / 2 participants.

#1,997
in Other Services (7,857 peers)
-8.8%
assets change YoY

The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jm Borman Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jm Borman Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$233,930 12th percentile higher than 12% 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

Jm Borman Inc 401(k) Profit Sharing 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. Jm Borman Inc 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jm Borman Inc 401(k) Profit Sharing Plan reported net income fell from $145K in the plan year 2022 filing to -$23K in the plan year 2023 filing.
  • Jm Borman Inc 401(k) Profit Sharing Plan end-of-year assets fell from $256K in the plan year 2022 filing to $234K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 462644530 · Jm Borman Inc PY 2023 · 401(k)

Jm Borman Inc 401(k) Profit Sharing Plan · $234K · 2 · 12th

  • ASSETS $234K
  • PCT 2
  • EIN 12th
  • RANK 401(k)
  • PHOTO near Molly's Windows, Inc. Retirement Plan
  • IND ind #1997

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 Other Services retirement plans → · Plans in Florida →

Jm Borman Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Jm Borman Inc 401(k) Profit Sharing PlanJm Borman Inc 401(k) Profit …$234KMolly's Windows, Inc. Retirement PlanMolly's Windows, Inc. Retire…$234KM Lane Corp. 401(k) Profit Sharing PlanM Lane Corp. 401(k) Profit S…$234KMitten Storage, Inc. 401(k) Profit Sharing PlanMitten Storage, Inc. 401(k) …$234KCf Holdings, Inc. 401(k) Plan$234K
End-of-year total assets ($M) among Jm Borman Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jm Borman Inc multi-year asset trail

Sponsor-wide plan assets over time

All Jm Borman Inc plans reported in each filing year

Latest sponsor-wide plan assets
$213K 16.831795123739116% vs 2022
2024 filing year
$0.2M$0.22M$0.24M$0.26M$0.28M 202220232024 $0.26M $0.21M ▼ -19.2%
Year Plans Participants Total Assets
2022 1 2 $256K
2023 1 2 $234K
2024 1 2 $213K

Jm Borman Inc filing trail (2023)

Total Assets (Beginning of Year)$256K
Net Assets (End of Year)$234K
Net Income-$23K
Employer EIN462644530
Plan Effective Date2013-04-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Jm Borman Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Jm Borman Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.00023393 · Participants: 2Jm Borman Inc 401(k) Profit Sharing 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
Jm Borman Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Jm Borman Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jm Borman Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Molly's Windows, Inc. Retirement Plan in NJ ($234K); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($234K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Jm Borman Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Jm Borman Inc 401(k) Profit Sharing Plan pulled back noticeably - down 8.8% during 2023, from $256K to $234K. Reported net income was -$23K.
How have Jm Borman Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jm Borman Inc's sponsor-wide assets declined 16.8%, from $256K to $213K.
Where does Jm Borman Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jm Borman Inc 401(k) Profit Sharing Plan ranks in the 12th 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 Jm Borman Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Molly's Windows, Inc. Retirement Plan in NJ ($234K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Jm Borman Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gillian Corporation 401(k) Plan in CO (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 462644530.

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.