401(k) · DOL Form 5500 · 2023

J & a Caregivers LLC 401(k) Plan

Data updated 2026-08-25

$127K
Total assets Small plan by assets
91
Participants Small participant base
8th
Percentile by assets National rank
$1,399
Avg per participant Low balance/head
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Official DOL plan name: J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust · Sponsored by J & a Caregivers LLC · Illinois · Healthcare & Social Assistance

$127K in assets, 91 participants

J & a Caregivers LLC's J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust reported $127K in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #942 in Healthcare & Social Assistance (17,684 peers)

J & a Caregivers LLC multi-year trail

J & a Caregivers LLC's plans moved +122.9% in assets from 2022 to 2024; this filing shows J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust at $127K / 91 participants.

#942
in Healthcare & Social Assistance (17,684 peers)
+59.3%
assets growth YoY

J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$127,324 8th percentile higher than 8% 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 & a Caregivers LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$4K in the plan year 2022 filing to $47K in the plan year 2023 filing.
  • J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $80K in the plan year 2022 filing to $127K in the plan year 2023 filing.
  • J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 88 in the plan year 2022 filing to 91 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 271244906 · J & a Caregivers LLC PY 2023 · 401(k)

J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust · $127K · 91 · 8th

  • EOY $127K
  • EOY 91
  • EOY 8th
  • EOY 401(k)
  • EOY near Mariposa Foodwerx Incorporated 401(k) Plan
  • EOY ind #942

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

J & a Caregivers LLC 401(k) Profit Sharing Plan & TrustJ & a Caregivers LLC 401(k) …$127KMariposa Foodwerx Incorporated 401(k) PlanMariposa Foodwerx Incorporat…$127KGp Holdings Inc. 401(k) Plan$127KSymmetria Inc 401(k) Plan$127KYouth Exploring Adventure PlanYouth Exploring Adventure Pl…$127K
End-of-year total assets ($M) among J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J & a Caregivers LLC multi-year asset trail

Sponsor-wide plan assets over time

All J & a Caregivers LLC plans reported in each filing year

Latest sponsor-wide plan assets
$178K 122.87383791494099% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.08M $0.18M ▲ +125.0%
Year Plans Participants Total Assets
2022 1 88 $80K
2023 1 91 $127K
2024 1 103 $178K

J & a Caregivers LLC filing trail (2023)

Total Assets (Beginning of Year)$80K
Net Assets (End of Year)$127K
Net Income$47K
Employer EIN271244906
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000127324 · Participants: 91J & a Caregivers LLC 401(k) Profit Sharing Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mariposa Foodwerx Incorporated 401(k) Plan in CA ($127K); by covered participants it is Techaspect 401(k) Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($127K here).

Similar participant headcount

Nearest other-state filings by covered participants (91 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 & a Caregivers LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust surged - up 59.3% during 2023, from $80K to $127K. Reported net income was $47K.
How have J & a Caregivers LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J & a Caregivers LLC's sponsor-wide assets grew 122.9%, from $80K to $178K.
Where does J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust ranks in the 8th 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 J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mariposa Foodwerx Incorporated 401(k) Plan in CA ($127K, 7 participants).
Which 401(k) plans cover a similar participant headcount to J & a Caregivers LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Techaspect 401(k) Plan in CA (91 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 271244906.

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.