401(k) · DOL Form 5500 · 2023

James Craft & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
134
Participants Small participant base
68th
Percentile by assets National rank
$119,209
Avg per participant Near avg balance/head
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Official DOL plan name: James Craft & Son, Inc. 401(k) Retirement Plan · Sponsored by James Craft & Son, Inc. · Pennsylvania · Construction

$16M in assets, 134 participants

James Craft & Son, Inc.'s James Craft & Son, Inc. 401(k) Retirement Plan reported $16M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,056 in Construction (9,030 peers)

Coverage in Pennsylvania

James Craft & Son, Inc. 401(k) Retirement Plan covers 134 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.

#6,056
in Construction (9,030 peers)
+19.3%
assets growth YoY

James Craft & Son, Inc. 401(k) Retirement Plan's outsized position by total assets

James Craft & Son, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$15,974,063 Top 32% higher than 68% 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

James Craft & Son, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Craft & Son, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James Craft & Son, Inc. 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • James Craft & Son, Inc. 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • James Craft & Son, Inc. 401(k) Retirement Plan reported participants fell from 138 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231602205 · James Craft & Son, Inc. PY 2023 · 401(k)

James Craft & Son, Inc. 401(k) Retirement Plan · $16M · 134 · 68th

  • VS-ST $16M
  • VS-ST 134
  • VS-ST 68th
  • VS-ST 401(k)
  • VS-ST near Insurance Organizations' Savings Trust 401(k) Plan
  • VS-ST ind #6056

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 Construction retirement plans → · Plans in Pennsylvania →

James Craft & Son, Inc. 401(k) Retirement Plan in the asset neighbourhood

Insurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$16MCshqa, Inc. 401(k) Profit Sharing PlanCshqa, Inc. 401(k) Profit Sh…$16MJames Craft & Son, Inc. 401(k) Retirement PlanJames Craft & Son, Inc. 401(…$16MStandard Mortgage Corporation Profit Sharing 401(k) PlanStandard Mortgage Corporatio…$16MChristian Schools, Inc. Dba Goodpasture Christian School 401(k) PlanChristian Schools, Inc. Dba …$16M
End-of-year total assets ($M) among James Craft & Son, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN231602205
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James Craft & Son, Inc.)

Sponsor-wide plan assets over time

All James Craft & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 37.44395200113443% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.4M $18.4M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 138 $13M
2023 1 134 $16M
2024 1 126 $18M

Nearby 401(k) Plans in Pennsylvania

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

James Craft & Son, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants James Craft & Son, Inc. 401(k) Retirement Plan, Total assets ($B): 0.015974063 · Participants: 134James Craft & Son, Inc. 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
James Craft & Son, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare James Craft & Son, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

James Craft & Son, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Insurance Organizations' Savings Trust 401(k) Plan in MA ($16M); by covered participants it is Northeast Community Bank Employees' Savings & Profit Sharing Plan and Trust in NY (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 James Craft & Son, Inc. 401(k) Retirement Plan assets move in 2023? ▼
James Craft & Son, Inc. 401(k) Retirement Plan grew sharply - up 19.3% during 2023, from $13M to $16M. Reported net income was $3M.
How have James Craft & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Craft & Son, Inc.'s sponsor-wide assets grew 37.4%, from $13M to $18M.
Which 401(k) plans are similar in size to James Craft & Son, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Insurance Organizations' Savings Trust 401(k) Plan in MA ($16M, 22 participants).
Which 401(k) plans cover a similar participant headcount to James Craft & Son, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northeast Community Bank Employees' Savings & Profit Sharing Plan and Trust in NY (134 participants, $15M 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 231602205.

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.