401(k) · DOL Form 5500 · 2023

Jgz Wholesalers Corporation 401(k) Plan

Data updated 2026-08-25

$121K
Total assets Small plan by assets
4
Participants Small participant base
7th
Percentile by assets National rank
$30,182
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jgz Wholesalers Corporation 401(k) Profit Sharing Plan · Sponsored by Jgz Wholesalers Corporation · New York · Wholesale Trade

$121K in assets, 4 participants

Jgz Wholesalers Corporation's Jgz Wholesalers Corporation 401(k) Profit Sharing Plan reported $121K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #210 in Wholesale Trade (6,309 peers)

Jgz Wholesalers Corporation multi-year trail

Jgz Wholesalers Corporation's plans moved -86.9% in assets from 2022 to 2024; this filing shows Jgz Wholesalers Corporation 401(k) Profit Sharing Plan at $121K / 4 participants.

#210
in Wholesale Trade (6,309 peers)
-55.9%
assets change YoY

The plan reported a net loss of $153K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jgz Wholesalers Corporation 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jgz Wholesalers Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$120,727 7th percentile higher than 7% 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

Jgz Wholesalers Corporation 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. Jgz Wholesalers Corporation 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jgz Wholesalers Corporation 401(k) Profit Sharing Plan reported net income fell from -$35K in the plan year 2022 filing to -$153K in the plan year 2023 filing.
  • Jgz Wholesalers Corporation 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Jgz Wholesalers Corporation 401(k) Profit Sharing Plan end-of-year assets fell from $274K in the plan year 2022 filing to $121K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 821730462 · Jgz Wholesalers Corporation PY 2023 · 401(k)

Jgz Wholesalers Corporation 401(k) Profit Sharing Plan · $121K · 4 · 7th

  • IND $121K
  • EOY 4
  • 5500 7th
  • ASSETS 401(k)
  • PCT near Dt Inc 401(k)
  • EIN ind #210

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 Wholesale Trade retirement plans → · Plans in New York →

Jgz Wholesalers Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Jgz Wholesalers Corporation 401(k) Profit Sharing PlanJgz Wholesalers Corporation …$121KDt Inc 401(k)$121KAmericare Lodges Retirement PlanAmericare Lodges Retirement …$121KBear Asi 401(k)$121KSj Leith Enterprises Inc. 401(k) PlanSj Leith Enterprises Inc. 40…$121K
End-of-year total assets ($M) among Jgz Wholesalers Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jgz Wholesalers Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Jgz Wholesalers Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$36K 86.86963788504136% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.27M $0.04M ▼ -85.2%
Year Plans Participants Total Assets
2022 1 2 $274K
2023 1 4 $121K
2024 1 5 $36K

Jgz Wholesalers Corporation filing trail (2023)

Total Assets (Beginning of Year)$274K
Net Assets (End of Year)$121K
Net Income-$153K
Employer EIN821730462
Plan Effective Date2017-05-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Jgz Wholesalers Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jgz Wholesalers Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.000120727 · Participants: 4Jgz Wholesalers Corporation 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Jgz Wholesalers Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jgz Wholesalers Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jgz Wholesalers Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dt Inc 401(k) in AK ($121K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Jgz Wholesalers Corporation 401(k) Profit Sharing Plan assets move in 2023? ▼
Jgz Wholesalers Corporation 401(k) Profit Sharing Plan contracted severely - down 55.9% during 2023, from $274K to $121K. Reported net income was -$153K.
How have Jgz Wholesalers Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jgz Wholesalers Corporation's sponsor-wide assets declined 86.9%, from $274K to $36K.
Where does Jgz Wholesalers Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jgz Wholesalers Corporation 401(k) Profit Sharing Plan ranks in the 7th 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 Jgz Wholesalers Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dt Inc 401(k) in AK ($121K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Jgz Wholesalers Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 821730462.

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.