401(k) · DOL Form 5500 · 2023

James Avery Craftsman, Inc. 401(k) Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
1,841
Participants Near avg headcount
93rd
Percentile by assets National rank
$68,886
Avg per participant Below avg balance/head
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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.

  • #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.

#8,065
in Retail Trade (8,414 peers)
+23.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

James Avery Craftsman, Inc. Employee 401(k) Plan's outsized position 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

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

James Avery Craftsman, Inc. Employee 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Avery Craftsman, Inc. Employee 401(k) Plan lands in the large band (1,841 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

DOL schedule card

Filing strip 741535732 · James Avery Craftsman, Inc. PY 2023 · 401(k)

James Avery Craftsman, Inc. Employee 401(k) Plan · $127M · 1,841 · 93rd

  • PCT $127M
  • PCT 1,841
  • PCT 93rd
  • PCT 401(k)
  • PCT near Qrm 401(k) Retirement Savings Plan
  • PCT ind #8065

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 Texas →

James Avery Craftsman, Inc. Employee 401(k) Plan in the asset neighbourhood

Kayne Anderson Capital Advisors 401(k) PlanKayne Anderson Capital Advis…$127MQrm 401(k) Retirement Savings PlanQrm 401(k) Retirement Saving…$127MHeritage Valley Health System 401(k) PlanHeritage Valley Health Syste…$127MJames Avery Craftsman, Inc. Employee 401(k) PlanJames Avery Craftsman, Inc. …$127MSpark Therapeutics, Inc. 401(k) PlanSpark Therapeutics, Inc. 401…$127M
End-of-year total assets ($M) among James Avery Craftsman, Inc. Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$127M
Net Income$24M
Employer EIN741535732
Plan Effective Date2005-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (James Avery Craftsman, Inc.)

Sponsor-wide plan assets over time

All James Avery Craftsman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$145M 40.92055833180681% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $103M $145M ▲ +40.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants James Avery Craftsman, Inc. Employee 401(k) Plan, Total assets ($B): 0.126818864 · Participants: 1841James Avery Craftsman, Inc. Employee 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
James Avery Craftsman, Inc. Employee 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare James Avery Craftsman, Inc. Employee 401(k) Plan side-by-side with 3 peers →

James Avery Craftsman, Inc. Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Qrm 401(k) Retirement Savings Plan in IL ($127M); by covered participants it is Topre America Corporation 401(k) Retirement Plan in AL (1,841 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($127M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,841 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 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).
Which 401(k) plans cover a similar participant headcount to James Avery Craftsman, Inc. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Topre America Corporation 401(k) Retirement Plan in AL (1,841 participants, $22M 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 741535732.

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.