401(k)
2023 plan-year 401(k) DOL Form 5500

JAMESTOWN 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JAMESTOWN MANAGEMENT CORP.

This 401(k) plan holds $81M in total assets and serves 388 participants as of 2023. It is sponsored by JAMESTOWN MANAGEMENT CORP. in Georgia. The plan reported positive net income of $14M for the year.

Total Assets (2023)
$81M
Participants
388
State
Industry
Real Estate

What the Filing Says About JAMESTOWN 401(K) PLAN

JAMESTOWN 401(K) PLAN is a 401(k) retirement plan sponsored by JAMESTOWN MANAGEMENT CORP., headquartered in Georgia. As of the 2023 Form 5500 filing, the plan reports $81M in total end-of-year assets and covers 388 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 581745153, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $67M at the beginning of 2023 to $81M at year-end — a gain of 21.5%. Net assets (after liabilities) closed the year at $81M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$67M
Total Assets (End of Year)$81M
Net Assets (End of Year)$81M
Net Income$14M
Plan Type401(k)
Employer EIN581745153
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JAMESTOWN MANAGEMENT CORP.)

Year Plans Participants Total Assets
2022 1 319 $67M
2023 1 388 $81M
2024 1 524 $90M

Nearby 401(k) Plans in Georgia

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Frequently Asked Questions

How much money is in the JAMESTOWN 401(K) PLAN?
As of the 2023 Form 5500 filing, JAMESTOWN 401(K) PLAN holds $81M in total assets with 388 participants. It is sponsored by JAMESTOWN MANAGEMENT CORP..
What type of plan is JAMESTOWN 401(K) PLAN?
JAMESTOWN 401(K) PLAN is a 401(k) plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 581745153.
Who sponsors the JAMESTOWN 401(K) PLAN?
JAMESTOWN 401(K) PLAN is sponsored by JAMESTOWN MANAGEMENT CORP., located in Georgia. The sponsor's EIN is 581745153 and the plan operates in the Real Estate industry.
How did JAMESTOWN 401(K) PLAN perform in 2023?
JAMESTOWN 401(K) PLAN grew by 21.5% during 2023, moving from $67M to $81M in total assets. Net income was $14M.
Where can I find official filings for JAMESTOWN 401(K) PLAN?
Official Form 5500 filings for JAMESTOWN 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 581745153 or plan name at efast.dol.gov.
How does JAMESTOWN 401(K) PLAN compare to other plans?
You can compare JAMESTOWN 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 581745153.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.