401(k) · DOL Form 5500 · 2023

Jsb Management Company 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
851
Participants Near avg headcount
76th
Percentile by assets National rank
$29,050
Avg per participant Low balance/head
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Official DOL plan name: Charles Blalock & Sons Inc 401(k) Profit Sharing Plan · Sponsored by Jsb Management Company · Tennessee · Professional & Technical Services

$25M in assets, 851 participants

Jsb Management Company's Charles Blalock & Sons Inc 401(k) Profit Sharing Plan reported $25M in total assets and 851 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,562 in Professional & Technical Services (20,321 peers)

Where Charles Blalock & Sons Inc 401(k) Profit Sharing Plan sits by assets

Charles Blalock & Sons Inc 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $25M for 851 participants (~$29,050/participant), up 21.8% in 2023.

#15,562
in Professional & Technical Services (20,321 peers)
+21.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Charles Blalock & Sons Inc 401(k) Profit Sharing Plan's outsized position by total assets

Charles Blalock & Sons Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,721,582 Top 24% higher than 76% 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

Charles Blalock & Sons Inc 401(k) Profit Sharing 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. Charles Blalock & Sons Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (851 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charles Blalock & Sons Inc 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Charles Blalock & Sons Inc 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Charles Blalock & Sons Inc 401(k) Profit Sharing Plan reported participants rose from 801 in the plan year 2022 filing to 851 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621407559 · Jsb Management Company PY 2023 · 401(k)

Charles Blalock & Sons Inc 401(k) Profit Sharing Plan · $25M · 851 · 76th

  • PCT $25M
  • EIN 851
  • RANK 76th
  • PHOTO 401(k)
  • IND near Tomarco Contractor Specialties, Inc. 401(k) Plan
  • EOY ind #15562

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Charles Blalock & Sons Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Charles Blalock & Sons Inc 401(k) Profit Sharing PlanCharles Blalock & Sons Inc 4…$25MTomarco Contractor Specialties, Inc. 401(k) PlanTomarco Contractor Specialti…$25MMid-Am Holdings, LLC 401(k) Profit Sharing PlanMid-Am Holdings, LLC 401(k) …$25MSamgi 401(k) Plan$25MMidwest Transit Equipment, Inc. Profit Sharing 401(k) Plan and TrustMidwest Transit Equipment, I…$25M
End-of-year total assets ($M) among Charles Blalock & Sons Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN621407559
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jsb Management Company)

Sponsor-wide plan assets over time

All Jsb Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$30M 46.25719371580004% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.3M $29.7M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 801 $20M
2023 1 851 $25M
2024 1 932 $30M

Nearby 401(k) Plans in Tennessee

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

Charles Blalock & Sons Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Charles Blalock & Sons Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.024721582 · Participants: 851Charles Blalock & Sons Inc 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Charles Blalock & Sons Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Charles Blalock & Sons Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Charles Blalock & Sons Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Tomarco Contractor Specialties, Inc. 401(k) Plan in CA ($25M); by covered participants it is The Holt Retirement Plan in CA (851 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (851 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 Charles Blalock & Sons Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Charles Blalock & Sons Inc 401(k) Profit Sharing Plan grew sharply - up 21.8% during 2023, from $20M to $25M. Reported net income was $4M.
How have Jsb Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jsb Management Company's sponsor-wide assets grew 46.3%, from $20M to $30M.
Where does Charles Blalock & Sons Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Charles Blalock & Sons Inc 401(k) Profit Sharing Plan ranks in the 76th 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 Charles Blalock & Sons Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tomarco Contractor Specialties, Inc. 401(k) Plan in CA ($25M, 491 participants).
Which 401(k) plans cover a similar participant headcount to Charles Blalock & Sons Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Holt Retirement Plan in CA (851 participants, $124M 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 621407559.

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.