401(k) · DOL Form 5500 · 2023

Jim Ellis Atlanta, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
1,282
Participants Near avg headcount
86th
Percentile by assets National rank
$41,413
Avg per participant Low balance/head
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Official DOL plan name: Jim Ellis Atlanta, Inc. 401(k) Plan · Sponsored by Jim Ellis Atlanta, Inc. · Georgia · Retail Trade

$53M in assets, 1,282 participants

Jim Ellis Atlanta, Inc.'s Jim Ellis Atlanta, Inc. 401(k) Plan reported $53M in total assets and 1,282 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,758 in Retail Trade (8,414 peers)

Where Jim Ellis Atlanta, Inc. 401(k) Plan sits by assets

Jim Ellis Atlanta, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 1,282 participants (~$41,413/participant), up 16.9% in 2023.

#7,758
in Retail Trade (8,414 peers)
+16.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Jim Ellis Atlanta, Inc. 401(k) Plan's outsized position by total assets

Jim Ellis Atlanta, Inc. 401(k) Plan vs every filed plan by assets

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

$53,091,213 Top 14% higher than 86% 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

Jim Ellis Atlanta, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jim Ellis Atlanta, Inc. 401(k) Plan lands in the large band (1,282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jim Ellis Atlanta, Inc. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Jim Ellis Atlanta, Inc. 401(k) Plan end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Jim Ellis Atlanta, Inc. 401(k) Plan reported participants rose from 1,219 in the plan year 2022 filing to 1,282 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581500444 · Jim Ellis Atlanta, Inc. PY 2023 · 401(k)

Jim Ellis Atlanta, Inc. 401(k) Plan · $53M · 1,282 · 86th

  • EIN $53M
  • EIN 1,282
  • EIN 86th
  • EIN 401(k)
  • EIN near Cincinnati Incorporated Employees' 401(k) Plan
  • EIN ind #7758

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 Retail Trade retirement plans → · Plans in Georgia →

Jim Ellis Atlanta, Inc. 401(k) Plan in the asset neighbourhood

Orasure Technologies, Inc. 401(k) PlanOrasure Technologies, Inc. 4…$53MJim Ellis Atlanta, Inc. 401(k) PlanJim Ellis Atlanta, Inc. 401(…$53MCincinnati Incorporated Employees' 401(k) PlanCincinnati Incorporated Empl…$53MCfs Brands LLC 401(k) Plan$53MPorter, Inc. 401(k) Profit Sharing PlanPorter, Inc. 401(k) Profit S…$53M
End-of-year total assets ($M) among Jim Ellis Atlanta, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN581500444
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jim Ellis Atlanta, Inc.)

Sponsor-wide plan assets over time

All Jim Ellis Atlanta, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 37.53749834177052% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $45.4M $62.5M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 1,219 $45M
2023 1 1,282 $53M
2024 1 1,395 $62M

Nearby 401(k) Plans in Georgia

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

Jim Ellis Atlanta, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Jim Ellis Atlanta, Inc. 401(k) Plan, Total assets ($B): 0.053091213 · Participants: 1282Jim Ellis Atlanta, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Jim Ellis Atlanta, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Jim Ellis Atlanta, Inc. 401(k) Plan side-by-side with 3 peers →

Jim Ellis Atlanta, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Cincinnati Incorporated Employees' 401(k) Plan in OH ($53M); by covered participants it is 403(b) Plan for Employees of Lutheran Social Services of Illinois in IL (1,282 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,282 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 Jim Ellis Atlanta, Inc. 401(k) Plan assets move in 2023? ▼
Jim Ellis Atlanta, Inc. 401(k) Plan grew sharply - up 16.9% during 2023, from $45M to $53M. Reported net income was $8M.
How have Jim Ellis Atlanta, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jim Ellis Atlanta, Inc.'s sponsor-wide assets grew 37.5%, from $45M to $62M.
Where does Jim Ellis Atlanta, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jim Ellis Atlanta, Inc. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jim Ellis Atlanta, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cincinnati Incorporated Employees' 401(k) Plan in OH ($53M, 379 participants).
Which 401(k) plans cover a similar participant headcount to Jim Ellis Atlanta, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 403(b) Plan for Employees of Lutheran Social Services of Illinois in IL (1,282 participants, $23M 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 581500444.

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.