401(k) · DOL Form 5500 · 2023

James Avery Craftsman, Inc. 401(k) Plan

Data updated 2026-08-11

$127M
Total assets: 1,841
Participants: 93rd
Percentile by assets: $68,886
Avg per participant

Official DOL plan name: James Avery Craftsman, Inc. Employee 401(k) Plan · Sponsored by James Avery Craftsman, Inc. · Texas · Retail Trade

$127M in assets, 1,841 participants

James Avery Craftsman, Inc.'s James Avery Craftsman, Inc. Employee 401(k) Plan reported $127M in total assets and 1,841 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#8,065 in Retail Trade (8,414 peers)

Coverage in Texas

James Avery Craftsman, Inc. Employee 401(k) Plan covers 1,841 participants in Texas, 2.7x the typical Texas plan (state average ~688 per filing). Assets: $127M.

$127M
total plan assets (2023 EOY): 1,841
covered participants: 93rd
percentile by assets (of 127,072 plans): $68,886
avg assets per participant

Where James Avery Craftsman, Inc. Employee 401(k) Plan sits by total assets

James Avery Craftsman, Inc. Employee 401(k) Plan vs every filed plan by assets

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

$126,818,864 Top 7% higher than 93% 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

James Avery Craftsman, Inc. Employee 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $24M in the plan year 2023 filing.
James Avery Craftsman, Inc. Employee 401(k) Plan end-of-year assets rose from $103M in the plan year 2022 filing to $127M in the plan year 2023 filing.
James Avery Craftsman, Inc. Employee 401(k) Plan reported participants rose from 1,717 in the plan year 2022 filing to 1,841 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Texas

Industry

Retail Trade

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. James Avery Craftsman, Inc. Employee 401(k) Plan reports 1,841 participants - 2.7x that state average ($127M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$103M
Net Assets (End of Year)	$127M
Net Income	$24M
Employer EIN	741535732
Plan Effective Date	2005-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (James Avery Craftsman, Inc.)

Total plan assets by year, all James Avery Craftsman, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,717	$103M
2023	1	1,841	$127M
2024	1	2,224	$145M

Nearby 401(k) Plans in Texas

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

James Avery Craftsman, Inc. Employee 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare James Avery Craftsman, Inc. Employee 401… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to James Avery Craftsman, Inc. Employee 401(k) Plan by total assets, not by location.

Qrm 401(k) Retirement Savings Plan (IL) $127M · 190
Heritage Valley Health System 401(k) Plan (PA) $127M · 1,460
Kayne Anderson Capital Advisors 401(k) Plan (CA) $127M · 342
Spark Therapeutics, Inc. 401(k) Plan (PA) $127M · 892

Frequently Asked Questions

How did James Avery Craftsman, Inc. Employee 401(k) Plan assets move in 2023? ▼

James Avery Craftsman, Inc. Employee 401(k) Plan grew sharply - up 23.3% during 2023, from $103M to $127M. Reported net income was $24M.

How have James Avery Craftsman, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), James Avery Craftsman, Inc.'s sponsor-wide assets grew 40.9%, from $103M to $145M.

Where does James Avery Craftsman, Inc. Employee 401(k) Plan rank by assets among Form 5500 filers? ▼

James Avery Craftsman, Inc. Employee 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to James Avery Craftsman, Inc. Employee 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Qrm 401(k) Retirement Savings Plan in IL ($127M, 190 participants).

Next read for James Avery Craftsman, Inc. Employee 401…

Filing takeaways

Ways to act on James Avery Craftsman, Inc. Employee 401(k) Plan's numbers.

By total assets, James Avery Craftsman, Inc. Employee 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
James Avery Craftsman, Inc.'s sponsor-wide assets have grown 40.9% since 2022 across 3 plan years on file. More Retail Trade plans

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 741535732.