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
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
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.
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
Georgia filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 581276963 |
| Plan Effective Date | 1979-12-29 |
| Filing Status | FILING 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
| 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.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Jenkins Linc-Merc, Inc. 401(k) Plan (FL) 168 · 0 off
- Serving Children and Adults in Need, Inc. 401(k) Plan (TX) 168 · 0 off
- Circle Y Saddles, Inc. 401(k) Profit Sharing Plan (TX) 168 · 0 off
- Deseret-Blue Mountain 401(k) Plan (UT) 168 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.