401(k) · DOL Form 5500 · 2023

James Bell Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
66
Participants Small participant base
72nd
Percentile by assets National rank
$293,113
Avg per participant High balance/head
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Official DOL plan name: James Bell Associates, Inc. 401(k) and Profit Sharing Plan · Sponsored by James Bell Associates, Inc. · Virginia · Professional & Technical Services

$19M in assets, 66 participants

James Bell Associates, Inc.'s James Bell Associates, Inc. 401(k) and Profit Sharing Plan reported $19M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,582 in Professional & Technical Services (20,321 peers)

James Bell Associates, Inc. multi-year trail

James Bell Associates, Inc.'s plans moved +27.5% in assets from 2022 to 2024; this filing shows James Bell Associates, Inc. 401(k) and Profit Sharing Plan at $19M / 66 participants.

#14,582
in Professional & Technical Services (20,321 peers)
+20.6%
assets growth YoY

James Bell Associates, Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

James Bell Associates, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$19,345,481 Top 28% higher than 72% 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 Bell Associates, Inc. 401(k) and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Bell Associates, Inc. 401(k) and Profit Sharing Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James Bell Associates, Inc. 401(k) and Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • James Bell Associates, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • James Bell Associates, Inc. 401(k) and Profit Sharing Plan reported participants rose from 62 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521150061 · James Bell Associates, Inc. PY 2023 · 401(k)

James Bell Associates, Inc. 401(k) and Profit Sharing Plan · $19M · 66 · 72nd

  • TYPE $19M
  • TYPE 66
  • TYPE 72nd
  • TYPE 401(k)
  • TYPE near Metro Bank 401(k)Plan
  • TYPE ind #14582

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 Professional & Technical Services retirement plans → · Plans in Virginia →

James Bell Associates, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

James Bell Associates, Inc. 401(k) and Profit Sharing PlanJames Bell Associates, Inc. …$19MMetro Bank 401(k)Plan$19MCutrale USA Retirement Savings PlanCutrale USA Retirement Savin…$19MAsahi Intecc USA, Inc. 401(k) Retirement PlanAsahi Intecc USA, Inc. 401(k…$19MSteadfast 401(k) Plan$19M
End-of-year total assets ($M) among James Bell Associates, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

James Bell Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All James Bell Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 27.487791216655644% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.1M $20.5M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 62 $16M
2023 1 66 $19M
2024 1 80 $20M

James Bell Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN521150061
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

James Bell Associates, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants James Bell Associates, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.019345481 · Participants: 66James Bell Associates, Inc. 401(k) and Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
James Bell Associates, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare James Bell Associates, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

James Bell Associates, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Metro Bank 401(k)Plan in AL ($19M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Bell Associates, Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
James Bell Associates, Inc. 401(k) and Profit Sharing Plan grew sharply - up 20.6% during 2023, from $16M to $19M. Reported net income was $3M.
How have James Bell Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Bell Associates, Inc.'s sponsor-wide assets grew 27.5%, from $16M to $20M.
Which 401(k) plans are similar in size to James Bell Associates, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metro Bank 401(k)Plan in AL ($19M, 144 participants).
Which 401(k) plans cover a similar participant headcount to James Bell Associates, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants, $3M 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 521150061.

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.