401(k) · DOL Form 5500 · 2023

Jamestown Management Corp. 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
388
Participants Below avg headcount
90th
Percentile by assets National rank
$209,196
Avg per participant Above avg balance/head
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Official DOL plan name: Jamestown 401(k) Plan · Sponsored by Jamestown Management Corp. · Georgia · Real Estate

$81M in assets, 388 participants

Jamestown Management Corp.'s Jamestown 401(k) Plan reported $81M in total assets and 388 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,579 in Real Estate (4,727 peers)

Coverage in Georgia

Jamestown 401(k) Plan covers 388 participants in Georgia, about 35% of the average Georgia filer (state average ~1,096 per filing). Assets: $81M.

#4,579
in Real Estate (4,727 peers)
+21.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Jamestown 401(k) Plan's outsized position by total assets

Jamestown 401(k) Plan vs every filed plan by assets

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

$81,168,097 Top 10% higher than 90% 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

Jamestown 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. Jamestown 401(k) Plan sits mid-pack in the medium band (388 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jamestown 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Jamestown 401(k) Plan reported participants rose from 319 in the plan year 2022 filing to 388 in the plan year 2023 filing.
  • Jamestown 401(k) Plan end-of-year assets rose from $67M in the plan year 2022 filing to $81M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581745153 · Jamestown Management Corp. PY 2023 · 401(k)

Jamestown 401(k) Plan · $81M · 388 · 90th

  • TYPE $81M
  • TYPE 388
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Atlas Pacific Profit Sharing Plan
  • TYPE ind #4579

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 Real Estate retirement plans → · Plans in Georgia →

Jamestown 401(k) Plan in the asset neighbourhood

Jamestown 401(k) Plan$81MAtlas Pacific Profit Sharing PlanAtlas Pacific Profit Sharing…$81MAnesthesia Associates of Boise 401(k) Salary Savings PlanAnesthesia Associates of Boi…$81MIntercontinental Terminals Company LLC 401(k) PlanIntercontinental Terminals C…$81MSouthwest Energy Profit Sharing PlanSouthwest Energy Profit Shar…$81M
End-of-year total assets ($M) among Jamestown 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

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

Sponsor Plan History (Jamestown Management Corp.)

Sponsor-wide plan assets over time

All Jamestown Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 34.975136010638074% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $66.8M $90.2M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 319 $67M
2023 1 388 $81M
2024 1 524 $90M

Nearby 401(k) Plans in Georgia

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

Jamestown 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Jamestown 401(k) Plan, Total assets ($B): 0.081168097 · Participants: 388Jamestown 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Jamestown 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Jamestown 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Atlas Pacific Profit Sharing Plan in CO ($81M); by covered participants it is Venerable 401(k) Savings Plan in PA (388 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (388 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 Jamestown 401(k) Plan assets move in 2023?
Jamestown 401(k) Plan grew sharply - up 21.5% during 2023, from $67M to $81M. Reported net income was $14M.
How have Jamestown Management Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jamestown Management Corp.'s sponsor-wide assets grew 35.0%, from $67M to $90M.
Where does Jamestown 401(k) Plan rank by assets among Form 5500 filers?
Jamestown 401(k) Plan ranks in the 90th 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 Jamestown 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Atlas Pacific Profit Sharing Plan in CO ($81M, 439 participants).
Which 401(k) plans cover a similar participant headcount to Jamestown 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Venerable 401(k) Savings Plan in PA (388 participants, $65M in assets).