401(k) · DOL Form 5500 · 2023

B & J Specialty, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 200
Participants Below avg headcount: 43rd
Percentile by assets National rank: $22,999
Avg per participant Low balance/head

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Official DOL plan name: B & J Group Retirement Plan · Sponsored by B & J Specialty, Inc. · Indiana · Manufacturing

$5M in assets, 200 participants

B & J Specialty, Inc.'s B & J Group Retirement Plan reported $5M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

#4,860 in Manufacturing (18,722 peers)

Coverage in Indiana

B & J Group Retirement Plan covers 200 participants in Indiana, about 37% of the average Indiana filer (state average ~541 per filing). Assets: $5M.

#4,860
in Manufacturing (18,722 peers): +31.1%
assets growth YoY

B & J Group Retirement Plan's mid-pack asset rank among Manufacturing and all filers

B & J Group Retirement Plan vs every filed plan by assets

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

$4,599,743 43rd percentile higher than 43% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

B & J Group 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. B & J Group Retirement Plan sits mid-pack in the medium band (200 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

B & J Group Retirement Plan reported net income rose from -$429K in the plan year 2022 filing to $1M in the plan year 2023 filing.
B & J Group Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
B & J Group Retirement Plan reported participants rose from 196 in the plan year 2022 filing to 200 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 351794553 · B & J Specialty, Inc. PY 2023 · 401(k)

B & J Group Retirement Plan · $5M · 200 · 43rd

TYPE $5M
TYPE 200
TYPE 43rd
TYPE 401(k)
TYPE near Jain Farm Fresh Foods 401(k) Plan
TYPE ind #4860

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 Manufacturing retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among B & J Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	351794553
Plan Effective Date	1994-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (B & J Specialty, Inc.)

Latest sponsor-wide plan assets: $5M 52.70034527916597% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	196	$4M
2023	1	200	$5M
2024	1	237	$5M

Nearby 401(k) Plans in Indiana

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

B & J Group Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare B & J Group Retirement Plan side-by-side with 3 peers →

B & J Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Jain Farm Fresh Foods 401(k) Plan in CA ($5M); by covered participants it is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Jain Farm Fresh Foods 401(k) Plan (CA) $5M · N/A
Itr 401(k) Plan (PA) $5M · 39
Karlin Foods Corp 401(k) Plan (IL) $5M · 25
Hillview Mental Health Center, Inc. 401(k) Defined Contribution Plan (CA) $5M · 72

Similar participant headcount

Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.

Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan (IL) 200 · 0 off
Sjo Kids, Inc. 401(k) Plan (OH) 200 · 0 off
Trafigura Trading LLC Retirement Savings Plan (TX) 200 · 0 off
Diamond Residential Mortgage Corporation 401(k) Plan (IL) 200 · 0 off

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 B & J Group Retirement Plan assets move in 2023? ▼

B & J Group Retirement Plan surged - up 31.1% during 2023, from $4M to $5M. Reported net income was $1M.

How have B & J Specialty, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), B & J Specialty, Inc.'s sponsor-wide assets grew 52.7%, from $4M to $5M.

Which 401(k) plans are similar in size to B & J Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jain Farm Fresh Foods 401(k) Plan in CA ($5M, N/A participants).

Which 401(k) plans cover a similar participant headcount to B & J Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants, $443 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 351794553.