401(k) · DOL Form 5500 · 2023

J & B Group Inc. 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
648
Participants Below avg headcount
91st
Percentile by assets National rank
$139,770
Avg per participant Near avg balance/head
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Official DOL plan name: J & B Group, Inc. 401(k) Plan and Trust · Sponsored by J & B Group Inc. · Minnesota · Wholesale Trade

$91M in assets, 648 participants

J & B Group Inc.'s J & B Group, Inc. 401(k) Plan and Trust reported $91M in total assets and 648 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,822 in Wholesale Trade (6,309 peers)

Where J & B Group, Inc. 401(k) Plan and Trust sits by assets

J & B Group, Inc. 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $91M for 648 participants (~$139,770/participant), up 18.1% in 2023.

#5,822
in Wholesale Trade (6,309 peers)
+18.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

J & B Group, Inc. 401(k) Plan and Trust's outsized position by total assets

J & B Group, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$90,571,192 Top 9% higher than 91% 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

J & B Group, Inc. 401(k) Plan and Trust 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. J & B Group, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (648 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J & B Group, Inc. 401(k) Plan and Trust reported net income rose from -$21M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • J & B Group, Inc. 401(k) Plan and Trust end-of-year assets rose from $77M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • J & B Group, Inc. 401(k) Plan and Trust reported participants fell from 674 in the plan year 2022 filing to 648 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411806598 · J & B Group Inc. PY 2023 · 401(k)

J & B Group, Inc. 401(k) Plan and Trust · $91M · 648 · 91st

  • VS-ST $91M
  • VS-ST 648
  • VS-ST 91st
  • VS-ST 401(k)
  • VS-ST near Allied Beverage Group Local 2-D Union Retirement Plan
  • VS-ST ind #5822

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 Minnesota →

J & B Group, Inc. 401(k) Plan and Trust in the asset neighbourhood

Oltmans Companies Profit Sharing PlanOltmans Companies Profit Sha…$91MThe Hain Celestial Group 401(k) PlanThe Hain Celestial Group 401…$91MJ & B Group, Inc. 401(k) Plan and TrustJ & B Group, Inc. 401(k) Pla…$91MAllied Beverage Group Local 2-D Union Retirement PlanAllied Beverage Group Local …$91MOwl Services 401(k) Plan$91M
End-of-year total assets ($M) among J & B Group, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$91M
Net Income$14M
Employer EIN411806598
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J & B Group Inc.)

Sponsor-wide plan assets over time

All J & B Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$96M 25.194301434739724% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $76.7M $96M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 674 $77M
2023 1 648 $91M
2024 1 637 $96M

Nearby 401(k) Plans in Minnesota

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

J & B Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants J & B Group, Inc. 401(k) Plan and Trust, Total assets ($B): 0.090571192 · Participants: 648J & B Group, Inc. 401(k) Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
J & B Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare J & B Group, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

J & B Group, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Allied Beverage Group Local 2-D Union Retirement Plan in NJ ($91M); by covered participants it is Kimco Realty Corporation 401(k) Plan in NY (648 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (648 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 J & B Group, Inc. 401(k) Plan and Trust assets move in 2023? ▼
J & B Group, Inc. 401(k) Plan and Trust grew sharply - up 18.1% during 2023, from $77M to $91M. Reported net income was $14M.
How have J & B Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J & B Group Inc.'s sponsor-wide assets grew 25.2%, from $77M to $96M.
Where does J & B Group, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
J & B Group, Inc. 401(k) Plan and Trust ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to J & B Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Allied Beverage Group Local 2-D Union Retirement Plan in NJ ($91M, 310 participants).
Which 401(k) plans cover a similar participant headcount to J & B Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kimco Realty Corporation 401(k) Plan in NY (648 participants, $206M 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 411806598.

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.