401(k) · DOL Form 5500 · 2023

J&m Marx, Inc. 401(k) Plan

Data updated 2026-08-25

$853K
Total assets Small plan by assets
7
Participants Small participant base
22nd
Percentile by assets National rank
$121,908
Avg per participant Near avg balance/head
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Official DOL plan name: J&m Marx, Inc. 401(k) Plan · Sponsored by J&m Marx, Inc. · North Carolina · Food Services & Accommodation

$853K in assets, 7 participants

J&m Marx, Inc.'s J&m Marx, Inc. 401(k) Plan reported $853K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,184 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, J&m Marx, Inc. 401(k) Plan ranks #2,184 of 3,828 2023 filers by assets (2293% of the sector average)-$853K for 7 participants.

#2,184
in Food Services & Accommodation (3,828 peers)
+20.3%
assets growth YoY

J&m Marx, Inc. 401(k) Plan among the smaller filed plans by assets

J&m Marx, Inc. 401(k) Plan vs every filed plan by assets

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

$853,358 22nd percentile higher than 22% 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&m Marx, Inc. 401(k) 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. J&m Marx, Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J&m Marx, Inc. 401(k) Plan reported net income fell from $199K in the plan year 2022 filing to $144K in the plan year 2023 filing.
  • J&m Marx, Inc. 401(k) Plan end-of-year assets rose from $710K in the plan year 2022 filing to $853K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823663464 · J&m Marx, Inc. PY 2023 · 401(k)

J&m Marx, Inc. 401(k) Plan · $853K · 7 · 22nd

  • NET $853K
  • BOOK 7
  • VS-ST 22nd
  • BOY 401(k)
  • SCH near Belle Terre Enterprises, Inc. 401(k) Plan
  • EBSA ind #2184

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

J&m Marx, Inc. 401(k) Plan in the asset neighbourhood

J&m Marx, Inc. 401(k) Plan$853KBelle Terre Enterprises, Inc. 401(k) PlanBelle Terre Enterprises, Inc…$853KStrong Concepts, Inc. 401(k) Profit Sharing PlanStrong Concepts, Inc. 401(k)…$853KWheeling Investments, Inc. 401(k) PlanWheeling Investments, Inc. 4…$854KAdmiral Glass & Mirror 401(k) PlanAdmiral Glass & Mirror 401(k…$853K
End-of-year total assets ($M) among J&m Marx, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$710K
Net Assets (End of Year)$853K
Net Income$144K
Employer EIN823663464
Plan Effective Date2017-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (J&m Marx, Inc.)

Sponsor-wide plan assets over time

All J&m Marx, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$804K 13.26243983566239% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M$0.9M 202220232024 $0.71M $0.8M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 7 $710K
2023 1 7 $853K
2024 1 7 $804K

Nearby 401(k) Plans in North Carolina

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

J&m Marx, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants J&m Marx, Inc. 401(k) Plan, Total assets ($B): 0.000853358 · Participants: 7J&m Marx, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
J&m Marx, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare J&m Marx, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Belle Terre Enterprises, Inc. 401(k) Plan in NY ($853K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($853K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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&m Marx, Inc. 401(k) Plan assets move in 2023? ▼
J&m Marx, Inc. 401(k) Plan grew sharply - up 20.3% during 2023, from $710K to $853K. Reported net income was $144K.
How have J&m Marx, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J&m Marx, Inc.'s sponsor-wide assets grew 13.3%, from $710K to $804K.
Where does J&m Marx, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
J&m Marx, Inc. 401(k) Plan ranks in the 22nd 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&m Marx, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Belle Terre Enterprises, Inc. 401(k) Plan in NY ($853K, 5 participants).
Which 401(k) plans cover a similar participant headcount to J&m Marx, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 823663464.

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.