401(k) · DOL Form 5500 · 2023

Jmf Company 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
103
Participants Small participant base
36th
Percentile by assets National rank
$28,991
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jmf Company 401(k) Retirement Plan · Sponsored by Jmf Company · Iowa · Wholesale Trade

$3M in assets, 103 participants

Jmf Company's Jmf Company 401(k) Retirement Plan reported $3M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,556 in Wholesale Trade (6,309 peers)

Coverage in Iowa

Jmf Company 401(k) Retirement Plan covers 103 participants in Iowa, about 17% of the average Iowa filer (state average ~609 per filing). Assets: $3M.

#1,556
in Wholesale Trade (6,309 peers)
+12.2%
assets growth YoY

Jmf Company 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Jmf Company 401(k) Retirement Plan vs every filed plan by assets

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

$2,986,120 36th percentile higher than 36% 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

Jmf Company 401(k) Retirement 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. Jmf Company 401(k) Retirement Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jmf Company 401(k) Retirement Plan reported net income rose from -$281K in the plan year 2022 filing to $325K in the plan year 2023 filing.
  • Jmf Company 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jmf Company 401(k) Retirement Plan reported participants fell from 108 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362653677 · Jmf Company PY 2023 · 401(k)

Jmf Company 401(k) Retirement Plan · $3M · 103 · 36th

  • EOY $3M
  • 5500 103
  • ASSETS 36th
  • PCT 401(k)
  • EIN near Stevens, Foster 401(k) Plan
  • RANK ind #1556

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 Wholesale Trade retirement plans → · Plans in Iowa →

Jmf Company 401(k) Retirement Plan in the asset neighbourhood

Jmf Company 401(k) Retirement PlanJmf Company 401(k) Retiremen…$3MStevens, Foster 401(k) Plan$3MVintech Industries Inc 401(k) Profit Sharing Plan & TrustVintech Industries Inc 401(k…$3MSierra Railroad Company 401(k) Profit Sharing PlanSierra Railroad Company 401(…$3MNapa Central Mn 401(k) Plan$3M
End-of-year total assets ($M) among Jmf Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$325K
Employer EIN362653677
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jmf Company)

Sponsor-wide plan assets over time

All Jmf Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.35190956479127% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.66M $3.5M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 108 $3M
2023 1 103 $3M
2024 1 97 $3M

Nearby 401(k) Plans in Iowa

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

Jmf Company 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Jmf Company 401(k) Retirement Plan, Total assets ($B): 0.00298612 · Participants: 103Jmf Company 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Jmf Company 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Jmf Company 401(k) Retirement Plan side-by-side with 3 peers →

Jmf Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Stevens, Foster 401(k) Plan in MN ($3M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Jmf Company 401(k) Retirement Plan assets move in 2023? ▼
Jmf Company 401(k) Retirement Plan grew at a solid clip - up 12.2% during 2023, from $3M to $3M. Reported net income was $325K.
How have Jmf Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jmf Company's sponsor-wide assets grew 31.4%, from $3M to $3M.
Which 401(k) plans are similar in size to Jmf Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stevens, Foster 401(k) Plan in MN ($3M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Jmf Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 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 362653677.

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.