401(k) · DOL Form 5500 · 2023

Jrd Maxx Properties 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
223
Participants Below avg headcount
65th
Percentile by assets National rank
$60,409
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Maxx Properties 401(k) Plan · Sponsored by Jrd Maxx Properties · New York · Real Estate

$13M in assets, 223 participants

Jrd Maxx Properties's Maxx Properties 401(k) Plan reported $13M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,831 in Real Estate (4,727 peers)

Coverage in New York

Maxx Properties 401(k) Plan covers 223 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $13M.

#3,831
in Real Estate (4,727 peers)
+22.9%
assets growth YoY

Maxx Properties 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Maxx Properties 401(k) Plan vs every filed plan by assets

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

$13,471,288 Top 35% higher than 65% 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

Maxx Properties 401(k) Plan 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. Maxx Properties 401(k) Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Maxx Properties 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Maxx Properties 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Maxx Properties 401(k) Plan reported participants fell from 230 in the plan year 2022 filing to 223 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133446651 · Jrd Maxx Properties PY 2023 · 401(k)

Maxx Properties 401(k) Plan · $13M · 223 · 65th

  • PHOTO $13M
  • IND 223
  • EOY 65th
  • 5500 401(k)
  • ASSETS near Herson's, Inc 401(k) Profit Sharing Plan
  • PCT ind #3831

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 Real Estate retirement plans → · Plans in New York →

Maxx Properties 401(k) Plan in the asset neighbourhood

Maxx Properties 401(k) Plan$13MHerson's, Inc 401(k) Profit Sharing PlanHerson's, Inc 401(k) Profit …$13MFoundation Source 401(k) Plan$13MThe Garrett State Bank 401(k) Employee Stock Ownership PlanThe Garrett State Bank 401(k…$13MOklahoma Arthritis Center, P.C. Profit Sharing PlanOklahoma Arthritis Center, P…$13M
End-of-year total assets ($M) among Maxx Properties 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN133446651
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jrd Maxx Properties)

Sponsor-wide plan assets over time

All Jrd Maxx Properties plans reported in each filing year

Latest sponsor-wide plan assets
$16M 47.546116547139114% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11M $16.2M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 230 $11M
2023 1 223 $13M
2024 1 237 $16M

Nearby 401(k) Plans in New York

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

Maxx Properties 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Maxx Properties 401(k) Plan, Total assets ($B): 0.013471288 · Participants: 223Maxx Properties 401(k) 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
Maxx Properties 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Maxx Properties 401(k) Plan side-by-side with 3 peers →

Maxx Properties 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Herson's, Inc 401(k) Profit Sharing Plan in MD ($13M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Maxx Properties 401(k) Plan assets move in 2023? ▼
Maxx Properties 401(k) Plan grew sharply - up 22.9% during 2023, from $11M to $13M. Reported net income was $3M.
How have Jrd Maxx Properties plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jrd Maxx Properties's sponsor-wide assets grew 47.5%, from $11M to $16M.
Which 401(k) plans are similar in size to Maxx Properties 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herson's, Inc 401(k) Profit Sharing Plan in MD ($13M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Maxx Properties 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M 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 133446651.

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.