401(k) · DOL Form 5500 · 2023

Joseph J. Magnolia, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
367
Participants Below avg headcount
82nd
Percentile by assets National rank
$100,376
Avg per participant Below avg balance/head
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Official DOL plan name: Magnolia Plumbing Employee 401(k) & Profit Sharing Plan · Sponsored by Joseph J. Magnolia, Inc. · District of Columbia · Construction

$37M in assets, 367 participants

Joseph J. Magnolia, Inc.'s Magnolia Plumbing Employee 401(k) & Profit Sharing Plan reported $37M in total assets and 367 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,258 in Construction (9,030 peers)

Coverage in District of Columbia

Magnolia Plumbing Employee 401(k) & Profit Sharing Plan covers 367 participants in District of Columbia, about 25% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $37M.

#7,258
in Construction (9,030 peers)
+5.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Magnolia Plumbing Employee 401(k) & Profit Sharing Plan's outsized position by total assets

Magnolia Plumbing Employee 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$36,838,112 Top 18% higher than 82% 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

Magnolia Plumbing Employee 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. Magnolia Plumbing Employee 401(k) & Profit Sharing Plan sits mid-pack in the medium band (367 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Magnolia Plumbing Employee 401(k) & Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Magnolia Plumbing Employee 401(k) & Profit Sharing Plan reported participants fell from 417 in the plan year 2022 filing to 367 in the plan year 2023 filing.
  • Magnolia Plumbing Employee 401(k) & Profit Sharing Plan end-of-year assets rose from $35M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 530235163 · Joseph J. Magnolia, Inc. PY 2023 · 401(k)

Magnolia Plumbing Employee 401(k) & Profit Sharing Plan · $37M · 367 · 82nd

  • PART $37M
  • PART 367
  • PART 82nd
  • PART 401(k)
  • PART near Harris Farms Savings and Investment Plan
  • PART ind #7258

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 Construction retirement plans → · Plans in District of Columbia →

Magnolia Plumbing Employee 401(k) & Profit Sharing Plan in the asset neighbourhood

Magnolia Plumbing Employee 401(k) & Profit Sharing PlanMagnolia Plumbing Employee 4…$37MHarris Farms Savings and Investment PlanHarris Farms Savings and Inv…$37MSoliant 401(k) Plan$37MIheart Media, Inc. 401(k) Savings Plan for Union EmployeesIheart Media, Inc. 401(k) Sa…$37MRegional Retirement Plan$37M
End-of-year total assets ($M) among Magnolia Plumbing Employee 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$37M
Net Income$2M
Employer EIN530235163
Plan Effective Date1986-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joseph J. Magnolia, Inc.)

Sponsor-wide plan assets over time

All Joseph J. Magnolia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 18.794195296514896% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $34.9M $41.4M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 417 $35M
2023 1 367 $37M
2024 1 354 $41M

Nearby 401(k) Plans in District of Columbia

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

Magnolia Plumbing Employee 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Magnolia Plumbing Employee 401(k) & Profit Sharing Plan, Total assets ($B): 0.036838112 · Participants: 367Magnolia Plumbing Employee 401(k) & Profit Sharing PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Magnolia Plumbing Employee 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Magnolia Plumbing Employee 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Magnolia Plumbing Employee 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Harris Farms Savings and Investment Plan in CA ($37M); by covered participants it is Lacerta Group, LLC 401(k) Plan in MA (367 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (367 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 Magnolia Plumbing Employee 401(k) & Profit Sharing Plan assets move in 2023? ▼
Magnolia Plumbing Employee 401(k) & Profit Sharing Plan grew at a solid clip - up 5.6% during 2023, from $35M to $37M. Reported net income was $2M.
How have Joseph J. Magnolia, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph J. Magnolia, Inc.'s sponsor-wide assets grew 18.8%, from $35M to $41M.
Where does Magnolia Plumbing Employee 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Magnolia Plumbing Employee 401(k) & Profit Sharing Plan ranks in the 82nd 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 Magnolia Plumbing Employee 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harris Farms Savings and Investment Plan in CA ($37M, 2,004 participants).
Which 401(k) plans cover a similar participant headcount to Magnolia Plumbing Employee 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lacerta Group, LLC 401(k) Plan in MA (367 participants, $5M 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 530235163.

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.