401(k) · DOL Form 5500 · 2023
Jvm Realty Corporation 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $48,218
- Avg per participant Low balance/head
Official DOL plan name: Jvm Realty Corporation Employees' 401(k) Plan and Trust · Sponsored by Jvm Realty Corporation · Illinois · Real Estate
$7M in assets, 146 participants
Jvm Realty Corporation's Jvm Realty Corporation Employees' 401(k) Plan and Trust reported $7M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #3,300 in Real Estate (4,727 peers)
Coverage in Illinois
Jvm Realty Corporation Employees' 401(k) Plan and Trust covers 146 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $7M.
- #3,300
- in Real Estate (4,727 peers)
- +17.2%
- assets growth YoY
Jvm Realty Corporation Employees' 401(k) Plan and Trust's mid-pack asset rank among Real Estate and all filers
Jvm Realty Corporation Employees' 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,039,862 Top 49% higher than 51% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jvm Realty Corporation Employees' 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. Jvm Realty Corporation Employees' 401(k) Plan and Trust sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jvm Realty Corporation Employees' 401(k) Plan and Trust reported net income rose from -$508K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Jvm Realty Corporation Employees' 401(k) Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Jvm Realty Corporation Employees' 401(k) Plan and Trust reported participants rose from 133 in the plan year 2022 filing to 146 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 362841707 · Jvm Realty Corporation PY 2023 · 401(k)
Jvm Realty Corporation Employees' 401(k) Plan and Trust · $7M · 146 · 51st
- EIN $7M
- RANK 146
- PHOTO 51st
- IND 401(k)
- EOY near Lynnes Nissan City Inc. 401(k) Profit Sharing Plan
- 5500 ind #3300
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 Illinois →
Jvm Realty Corporation Employees' 401(k) Plan and Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 362841707 |
| Plan Effective Date | 1978-10-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jvm Realty Corporation)
Sponsor-wide plan assets over time
All Jvm Realty Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 31.589408018902866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $6M |
| 2023 | 1 | 146 | $7M |
| 2024 | 1 | 159 | $8M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Jvm Realty Corporation Employees' 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Lynnes Nissan City Inc. 401(k) Profit Sharing Plan in NJ ($7M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Lynnes Nissan City Inc. 401(k) Profit Sharing Plan (NJ) $7M · 183
- Insulations, Inc. 401(k) Plan (LA) $7M · 353
- Spartan Logistics 401(k) Plan (OH) $7M · 564
- Do & Co New York Catering, Inc. 401(k) Plan (NY) $7M · 1,358
Similar participant headcount
Nearest other-state filings by covered participants (146 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.