401(k) · DOL Form 5500 · 2023

Jos. a. Bank 401(k) Plan

Data updated 2026-08-25

$659K
Total assets Small plan by assets
30
Participants Small participant base
20th
Percentile by assets National rank
$21,973
Avg per participant Low balance/head
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Official DOL plan name: Jos. a. Bank 401(k) Plan · Sponsored by Jos. a. Bank · Texas · Retail Trade

$659K in assets, 30 participants

Jos. a. Bank's Jos. a. Bank 401(k) Plan reported $659K in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,666 in Retail Trade (8,414 peers)

Jos. a. Bank multi-year trail

Jos. a. Bank's plans moved +14.6% in assets from 2022 to 2024; this filing shows Jos. a. Bank 401(k) Plan at $659K / 30 participants.

#2,666
in Retail Trade (8,414 peers)
+2.2%
assets growth YoY

Jos. a. Bank 401(k) Plan among the smaller filed plans by assets

Jos. a. Bank 401(k) Plan vs every filed plan by assets

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

$659,187 20th percentile higher than 20% 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

Jos. a. Bank 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jos. a. Bank 401(k) Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jos. a. Bank 401(k) Plan reported net income rose from -$227K in the plan year 2022 filing to $13K in the plan year 2023 filing.
  • Jos. a. Bank 401(k) Plan reported participants rose from 25 in the plan year 2022 filing to 30 in the plan year 2023 filing.
  • Jos. a. Bank 401(k) Plan end-of-year assets rose from $645K in the plan year 2022 filing to $659K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363189198 · Jos. a. Bank PY 2023 · 401(k)

Jos. a. Bank 401(k) Plan · $659K · 30 · 20th

  • TYPE $659K
  • NET 30
  • BOOK 20th
  • VS-ST 401(k)
  • BOY near Pepperkat Inc. 401(k) Plan
  • SCH ind #2666

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 Texas →

Jos. a. Bank 401(k) Plan in the asset neighbourhood

Jos. a. Bank 401(k) Plan$659KPepperkat Inc. 401(k) Plan$659KC360 401(k)$659KJat Investments Inc 401(k) PlanJat Investments Inc 401(k) P…$659KOn Target Staffing, LLC 401(k) Profit Sharing PlanOn Target Staffing, LLC 401(…$659K
End-of-year total assets ($M) among Jos. a. Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jos. a. Bank multi-year asset trail

Sponsor-wide plan assets over time

All Jos. a. Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 14.60250660021655% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $3M $3.44M ▲ +14.7%
Year Plans Participants Total Assets
2022 2 136 $3M
2023 2 127 $3M
2024 2 147 $3M

Jos. a. Bank filing trail (2023)

Total Assets (Beginning of Year)$645K
Net Assets (End of Year)$659K
Net Income$13K
Employer EIN363189198
Plan Effective Date1976-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Jos. a. Bank 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jos. a. Bank 401(k) Plan, Total assets ($B): 0.000659187 · Participants: 30Jos. a. Bank 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Jos. a. Bank 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jos. a. Bank 401(k) Plan side-by-side with 3 peers →

Jos. a. Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pepperkat Inc. 401(k) Plan in GA ($659K); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($659K here).

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Jos. a. Bank 401(k) Plan assets move in 2023? ▼
Jos. a. Bank 401(k) Plan edged up modestly - up 2.2% during 2023, from $645K to $659K. Reported net income was $13K.
How have Jos. a. Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jos. a. Bank's sponsor-wide assets grew 14.6%, from $3M to $3M.
Where does Jos. a. Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Jos. a. Bank 401(k) Plan ranks in the 20th 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 Jos. a. Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pepperkat Inc. 401(k) Plan in GA ($659K, 24 participants).
Which 401(k) plans cover a similar participant headcount to Jos. a. Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants, $4M 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 363189198.

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.