401(k)
2022 plan-year 401(k) DOL Form 5500

Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Jefferson Homebuilders, Inc. · Virginia · Manufacturing

What the 2023 filing shows

Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan holds $40M for 356 participants — about $113,002 per participant, up 29.1% over the 2022 plan year.

$40M
total plan assets (2022 EOY)
356
covered participants
$113,002
avg assets per participant
+29.1%
assets growth YoY
Total Assets (2023)
$40M
Participants
356
State
Industry
Manufacturing

What the Filing Says About Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan

Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan is a 401(k) retirement plan sponsored by Jefferson Homebuilders, Inc., headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $40M in total end-of-year assets and covers 356 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 540921816, and the plan has been effective since 1973-09-26. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $31M at the beginning of 2022 to $40M at year-end — a gain of 29.1%. Net assets (after liabilities) closed the year at $40M, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$31M
Total Assets (End of Year)$40M
Net Assets (End of Year)$40M
Net Income$9M
Plan Type401(k)
Employer EIN540921816
Plan Effective Date1973-09-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferson Homebuilders, Inc.)

Year Plans Participants Total Assets
2022 1 356 $40M
2023 1 465 $53M

Nearby 401(k) Plans in Virginia

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

Frequently Asked Questions

How much money is in the Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan?
As of the 2022 Form 5500 filing, Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan holds $40M in total assets with 356 participants. It is sponsored by Jefferson Homebuilders, Inc..
What type of plan is Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan?
Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan is a 401(k) plan. It has been effective since 1973-09-26. The plan is filed with the U.S. Department of Labor under EIN 540921816.
Who sponsors the Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan?
Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan is sponsored by Jefferson Homebuilders, Inc., located in Virginia. The sponsor's EIN is 540921816 and the plan operates in the Manufacturing industry.
How did Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan perform in 2022?
Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan grew by 29.1% during 2022, moving from $31M to $40M in total assets. Net income was $9M.
Where can I find official filings for Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan?
Official Form 5500 filings for Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540921816 or plan name at efast.dol.gov.
How does Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan compare to other plans?
You can compare Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 540921816.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.