401(k) · DOL Form 5500 · 2023

John S. James Co. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
168
Participants Small participant base
61st
Percentile by assets National rank
$67,630
Avg per participant Below avg balance/head
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Official DOL plan name: John S. James Co. 401(k) Retirement Plan · Sponsored by John S. James Co. · Georgia · Transportation & Warehousing

$11M in assets, 168 participants

John S. James Co.'s John S. James Co. 401(k) Retirement Plan reported $11M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #2,090 in Transportation & Warehousing (3,362 peers)

Coverage in Georgia

John S. James Co. 401(k) Retirement Plan covers 168 participants in Georgia, about 15% of the average Georgia filer (state average ~1,096 per filing). Assets: $11M.

#2,090
in Transportation & Warehousing (3,362 peers)
+10.9%
assets growth YoY

John S. James Co. 401(k) Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

John S. James Co. 401(k) Retirement Plan vs every filed plan by assets

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

$11,361,806 Top 39% higher than 61% 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

John S. James Co. 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. John S. James Co. 401(k) Retirement Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John S. James Co. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • John S. James Co. 401(k) Retirement Plan reported participants rose from 141 in the plan year 2022 filing to 168 in the plan year 2023 filing.
  • John S. James Co. 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581276963 · John S. James Co. PY 2023 · 401(k)

John S. James Co. 401(k) Retirement Plan · $11M · 168 · 61st

  • BOOK $11M
  • VS-ST 168
  • BOY 61st
  • SCH 401(k)
  • EBSA near Republic Companies 401(k) Retirement Plan
  • PART ind #2090

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

John S. James Co. 401(k) Retirement Plan in the asset neighbourhood

John S. James Co. 401(k) Retirement PlanJohn S. James Co. 401(k) Ret…$11MRepublic Companies 401(k) Retirement PlanRepublic Companies 401(k) Re…$11MThern, Inc. Retirement Plan$11MCitizens National Bank of Greater St. Louis 401(k) Ps PlanCitizens National Bank of Gr…$11MEmergency Medical Care Facilities, PC 401(k) Profit Sharing TrustEmergency Medical Care Facil…$11M
End-of-year total assets ($M) among John S. James Co. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN581276963
Plan Effective Date1979-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (John S. James Co.)

Sponsor-wide plan assets over time

All John S. James Co. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 4.690503344790191% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $10.3M $10.7M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 141 $10M
2023 1 168 $11M
2024 1 179 $11M

Nearby 401(k) Plans in Georgia

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

John S. James Co. 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants John S. James Co. 401(k) Retirement Plan, Total assets ($B): 0.011361806 · Participants: 168John S. James Co. 401(k) Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
John S. James Co. 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

John S. James Co. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Republic Companies 401(k) Retirement Plan in IA ($11M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 John S. James Co. 401(k) Retirement Plan assets move in 2023?
John S. James Co. 401(k) Retirement Plan grew at a solid clip - up 10.9% during 2023, from $10M to $11M. Reported net income was $1M.
How have John S. James Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), John S. James Co.'s sponsor-wide assets grew 4.7%, from $10M to $11M.
Which 401(k) plans are similar in size to John S. James Co. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Republic Companies 401(k) Retirement Plan in IA ($11M, 94 participants).
Which 401(k) plans cover a similar participant headcount to John S. James Co. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M in assets).