401(k) · DOL Form 5500 · 2023

Jk Moving and Storage, Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
692
Participants Below avg headcount
85th
Percentile by assets National rank
$67,721
Avg per participant Below avg balance/head
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Official DOL plan name: Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan · Sponsored by Jk Moving and Storage, Inc. · Virginia · Transportation & Warehousing

$47M in assets, 692 participants

Jk Moving and Storage, Inc.'s Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan reported $47M in total assets and 692 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,798 in Transportation & Warehousing (3,362 peers)

Where Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan sits by assets

Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 692 participants (~$67,721/participant), up 18.0% in 2023.

#2,798
in Transportation & Warehousing (3,362 peers)
+18.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan's outsized position by total assets

Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$46,862,817 Top 15% higher than 85% 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

Jk Moving Services & Caprelo Profit Sharing & 401(k) 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. Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan sits mid-pack in the medium band (692 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan end-of-year assets rose from $40M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan reported participants fell from 732 in the plan year 2022 filing to 692 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541289302 · Jk Moving and Storage, Inc. PY 2023 · 401(k)

Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan · $47M · 692 · 85th

  • ASSETS $47M
  • PCT 692
  • EIN 85th
  • RANK 401(k)
  • PHOTO near Specialty1 Partners 401(k) Plan
  • IND ind #2798

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 Transportation & Warehousing retirement plans → · Plans in Virginia →

Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan in the asset neighbourhood

Bearcom Wireless Worldwide 401(k) PlanBearcom Wireless Worldwide 4…$47MJk Moving Services & Caprelo Profit Sharing & 401(k) PlanJk Moving Services & Caprelo…$47MSpecialty1 Partners 401(k) PlanSpecialty1 Partners 401(k) P…$47MThe Houstonian 401(k) Plan$47MAafcpas, Inc 401(k) Savings PlanAafcpas, Inc 401(k) Savings …$47M
End-of-year total assets ($M) among Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$47M
Net Income$7M
Employer EIN541289302
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jk Moving and Storage, Inc.)

Sponsor-wide plan assets over time

All Jk Moving and Storage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 28.571634983903984% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.7M $51.1M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 732 $40M
2023 1 692 $47M
2024 1 623 $51M

Nearby 401(k) Plans in Virginia

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

Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan, Total assets ($B): 0.046862817 · Participants: 692Jk Moving Services & Caprelo Profit Sharing & 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan side-by-side with 3 peers →

Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Specialty1 Partners 401(k) Plan in TX ($47M); by covered participants it is Diligent Corporation 401(k) Plan in NY (692 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (692 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 Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan assets move in 2023? ▼
Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan grew sharply - up 18.0% during 2023, from $40M to $47M. Reported net income was $7M.
How have Jk Moving and Storage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jk Moving and Storage, Inc.'s sponsor-wide assets grew 28.6%, from $40M to $51M.
Where does Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan ranks in the 85th 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 Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Specialty1 Partners 401(k) Plan in TX ($47M, 1,589 participants).
Which 401(k) plans cover a similar participant headcount to Jk Moving Services & Caprelo Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Diligent Corporation 401(k) Plan in NY (692 participants, $75M 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 541289302.

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.