401(k) · DOL Form 5500 · 2023

Jax Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
558
Participants Below avg headcount
40th
Percentile by assets National rank
$6,889
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jax Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Jax Inc · Colorado · Retail Trade

$4M in assets, 558 participants

Jax Inc's Jax Inc 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 558 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,248 in Retail Trade (8,414 peers)

Jax Inc multi-year trail

Jax Inc's plans moved +12.1% in assets from 2022 to 2024; this filing shows Jax Inc 401(k) Profit Sharing Plan and Trust at $4M / 558 participants.

#4,248
in Retail Trade (8,414 peers)
+12.7%
assets growth YoY

Jax Inc 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Jax Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,844,035 40th percentile higher than 40% 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

Jax Inc 401(k) Profit Sharing 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. Jax Inc 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (558 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jax Inc 401(k) Profit Sharing Plan and Trust reported net income rose from -$627K in the plan year 2022 filing to $433K in the plan year 2023 filing.
  • Jax Inc 401(k) Profit Sharing Plan and Trust reported participants rose from 291 in the plan year 2022 filing to 558 in the plan year 2023 filing.
  • Jax Inc 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 841087636 · Jax Inc PY 2023 · 401(k)

Jax Inc 401(k) Profit Sharing Plan and Trust · $4M · 558 · 40th

  • EOY $4M
  • EOY 558
  • EOY 40th
  • EOY 401(k)
  • EOY near Par 3 Landscape & Maintenance, Inc. 401(k) Plan
  • EOY ind #4248

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 Colorado →

Jax Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Jax Inc 401(k) Profit Sharing Plan and TrustJax Inc 401(k) Profit Sharin…$4MPar 3 Landscape & Maintenance, Inc. 401(k) PlanPar 3 Landscape & Maintenanc…$4MProfessional Analysis, Inc. 401(k) PlanProfessional Analysis, Inc. …$4MD & R Retirement Savings Plan$4MContinental Datalabel, Inc. 401(k) PlanContinental Datalabel, Inc. …$4M
End-of-year total assets ($M) among Jax Inc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jax Inc multi-year asset trail

Sponsor-wide plan assets over time

All Jax Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.135111238337586% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M 202220232024 $3.66M $4.11M ▲ +12.3%
Year Plans Participants Total Assets
2022 2 511 $4M
2023 2 835 $4M
2024 2 623 $4M

Jax Inc filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$433K
Employer EIN841087636
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Jax Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Jax Inc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003844035 · Participants: 558Jax Inc 401(k) Profit Sharing Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Jax Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Jax Inc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Jax Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Par 3 Landscape & Maintenance, Inc. 401(k) Plan in NV ($4M); by covered participants it is Triton Health Systems, L.L.C. 401(k) Retirement Plan in AL (558 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (558 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 Jax Inc 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Jax Inc 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 12.7% during 2023, from $3M to $4M. Reported net income was $433K.
How have Jax Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jax Inc's sponsor-wide assets grew 12.1%, from $4M to $4M.
Which 401(k) plans are similar in size to Jax Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Par 3 Landscape & Maintenance, Inc. 401(k) Plan in NV ($4M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Jax Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Triton Health Systems, L.L.C. 401(k) Retirement Plan in AL (558 participants, $38M 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 841087636.

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.