401(k) · DOL Form 5500 · 2023

Jms Senior Living 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
184
Participants Below avg headcount
24th
Percentile by assets National rank
$5,753
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jms Senior Living 401(k) · Sponsored by Jms Senior Living · Missouri · Healthcare & Social Assistance

$1M in assets, 184 participants

Jms Senior Living's Jms Senior Living 401(k) reported $1M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,546 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Jms Senior Living 401(k) covers 184 participants in Missouri, about 25% of the average Missouri filer (state average ~737 per filing). Assets: $1M.

#3,546
in Healthcare & Social Assistance (17,684 peers)
+7.3%
assets growth YoY

Jms Senior Living 401(k) among the smaller filed plans by assets

Jms Senior Living 401(k) vs every filed plan by assets

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

$1,058,490 24th percentile higher than 24% 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

Jms Senior Living 401(k) 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. Jms Senior Living 401(k) sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jms Senior Living 401(k) reported net income rose from -$239K in the plan year 2022 filing to $71K in the plan year 2023 filing.
  • Jms Senior Living 401(k) reported participants fell from 397 in the plan year 2022 filing to 184 in the plan year 2023 filing.
  • Jms Senior Living 401(k) end-of-year assets rose from $986K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 475385213 · Jms Senior Living PY 2023 · 401(k)

Jms Senior Living 401(k) · $1M · 184 · 24th

  • EBSA $1M
  • EBSA 184
  • EBSA 24th
  • EBSA 401(k)
  • EBSA near B.E. Blank & Co LP 401(k) Plan
  • EBSA ind #3546

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Jms Senior Living 401(k) in the asset neighbourhood

Jms Senior Living 401(k)$1MB.E. Blank & Co LP 401(k) PlanB.E. Blank & Co LP 401(k) Pl…$1MDoodle Pies Retirement Plan$1MNorthern Supply Corp. 401(k) PlanNorthern Supply Corp. 401(k)…$1MMorrow, Tompkins, Trueblood & Lefevre, LLC 401(k) PlanMorrow, Tompkins, Trueblood …$1M
End-of-year total assets ($M) among Jms Senior Living 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$986K
Net Assets (End of Year)$1M
Net Income$71K
Employer EIN475385213
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jms Senior Living)

Sponsor-wide plan assets over time

All Jms Senior Living plans reported in each filing year

Latest sponsor-wide plan assets
$1M 7.325150114677272% vs 2022
2023 filing year
$0.95M$1M$1.05M$1.1M 20222023 $0.99M $1.06M ▲ +7.1%
Year Plans Participants Total Assets
2022 1 397 $986K
2023 2 259 $1M

Nearby 401(k) Plans in Missouri

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

Jms Senior Living 401(k) vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Jms Senior Living 401(k), Total assets ($B): 0.00105849 · Participants: 184Jms Senior Living 401(k)Edward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Jms Senior Living 401(k) vs. nearby 401(k) plans in Missouri, assets vs. participants

Jms Senior Living 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is B.E. Blank & Co LP 401(k) Plan in FL ($1M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Jms Senior Living 401(k) assets move in 2023?
Jms Senior Living 401(k) grew at a solid clip - up 7.3% during 2023, from $986K to $1M. Reported net income was $71K.
How have Jms Senior Living plan assets changed over time?
Across 2 plan years on file (2022-2023), Jms Senior Living's sponsor-wide assets grew 7.3%, from $986K to $1M.
Where does Jms Senior Living 401(k) rank by assets among Form 5500 filers?
Jms Senior Living 401(k) ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jms Senior Living 401(k)?
Among 401(k) plans in other states, the closest by assets is B.E. Blank & Co LP 401(k) Plan in FL ($1M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Jms Senior Living 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Afiniti 401(k) Plan in DC (184 participants, $5M in assets).