401(k) · DOL Form 5500 · 2023

Jo Bill Corp. 401(k) Plan

Data updated 2026-08-25

$69K
Total assets Small plan by assets
3
Participants Small participant base
5th
Percentile by assets National rank
$23,095
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jo Bill Corp. 401(k) Profit Sharing Plan · Sponsored by Jo Bill Corp. · Indiana · Other Services

$69K in assets, 3 participants

Jo Bill Corp.'s Jo Bill Corp. 401(k) Profit Sharing Plan reported $69K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #754 in Other Services (7,857 peers)

Jo Bill Corp. multi-year trail

Jo Bill Corp.'s plans moved -72.7% in assets from 2022 to 2024; this filing shows Jo Bill Corp. 401(k) Profit Sharing Plan at $69K / 3 participants.

#754
in Other Services (7,857 peers)
-63.8%
assets change YoY

The plan reported a net loss of $122K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jo Bill Corp. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jo Bill Corp. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$69,284 5th percentile higher than 5% 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

Jo Bill Corp. 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. Jo Bill Corp. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jo Bill Corp. 401(k) Profit Sharing Plan reported net income fell from $43K in the plan year 2022 filing to -$122K in the plan year 2023 filing.
  • Jo Bill Corp. 401(k) Profit Sharing Plan end-of-year assets fell from $192K in the plan year 2022 filing to $69K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 453187214 · Jo Bill Corp. PY 2023 · 401(k)

Jo Bill Corp. 401(k) Profit Sharing Plan · $69K · 3 · 5th

  • PART $69K
  • TYPE 3
  • NET 5th
  • BOOK 401(k)
  • VS-ST near Clj Investments Corporation 401(k) Plan
  • BOY ind #754

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 Indiana →

Jo Bill Corp. 401(k) Profit Sharing Plan in the asset neighbourhood

Jo Bill Corp. 401(k) Profit Sharing PlanJo Bill Corp. 401(k) Profit …$69KClj Investments Corporation 401(k) PlanClj Investments Corporation …$69KClemons & White Retirement PlanClemons & White Retirement P…$69KHwhc 401(k)$69KAntlyr Corp. 401(k) Profit Sharing PlanAntlyr Corp. 401(k) Profit S…$69K
End-of-year total assets ($M) among Jo Bill Corp. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jo Bill Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Jo Bill Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$52K 72.71236967542197% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M$0.25M 202220232024 $0.19M $0.05M ▼ -73.7%
Year Plans Participants Total Assets
2022 1 3 $192K
2023 1 3 $69K
2024 1 3 $52K

Jo Bill Corp. filing trail (2023)

Total Assets (Beginning of Year)$192K
Net Assets (End of Year)$69K
Net Income-$122K
Employer EIN453187214
Plan Effective Date2011-09-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Jo Bill Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Jo Bill Corp. 401(k) Profit Sharing Plan, Total assets ($B): 0.000069284 · Participants: 3Jo Bill Corp. 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Jo Bill Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Jo Bill Corp. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jo Bill Corp. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Clj Investments Corporation 401(k) Plan in GA ($69K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jo Bill Corp. 401(k) Profit Sharing Plan assets move in 2023? ▼
Jo Bill Corp. 401(k) Profit Sharing Plan contracted severely - down 63.8% during 2023, from $192K to $69K. Reported net income was -$122K.
How have Jo Bill Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jo Bill Corp.'s sponsor-wide assets declined 72.7%, from $192K to $52K.
Where does Jo Bill Corp. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jo Bill Corp. 401(k) Profit Sharing Plan ranks in the 5th 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 Jo Bill Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clj Investments Corporation 401(k) Plan in GA ($69K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Jo Bill Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 453187214.

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.