401(k) · DOL Form 5500 · 2023

Jmi Services, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
9
Participants Small participant base
56th
Percentile by assets National rank
$981,736
Avg per participant High balance/head
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Official DOL plan name: Jmi Services, LLC 401(k) Profit Sharing Plan · Sponsored by Jmi Services, LLC · California · Finance & Insurance

$9M in assets, 9 participants

Jmi Services, LLC's Jmi Services, LLC 401(k) Profit Sharing Plan reported $9M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,619 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Jmi Services, LLC 401(k) Profit Sharing Plan holds $9M for 9 participants - about $981,736 per participant, above the median plan by assets.

#3,619
in Finance & Insurance (8,869 peers)
+5.7%
assets growth YoY

Jmi Services, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Jmi Services, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,835,624 Top 44% higher than 56% 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

Jmi Services, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jmi Services, LLC 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jmi Services, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $479K in the plan year 2023 filing.
  • Jmi Services, LLC 401(k) Profit Sharing Plan reported participants fell from 16 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Jmi Services, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 800208695 · Jmi Services, LLC PY 2023 · 401(k)

Jmi Services, LLC 401(k) Profit Sharing Plan · $9M · 9 · 56th

  • EBSA $9M
  • EBSA 9
  • EBSA 56th
  • EBSA 401(k)
  • EBSA near Capital Excavation Company 401(k) Retirement Savings Plan
  • EBSA ind #3619

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 Finance & Insurance retirement plans → · Plans in California →

Jmi Services, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Jmi Services, LLC 401(k) Profit Sharing PlanJmi Services, LLC 401(k) Pro…$9MCapital Excavation Company 401(k) Retirement Savings PlanCapital Excavation Company 4…$9MEdible Arrangements, LLC 401(k) PlanEdible Arrangements, LLC 401…$9MMeca 401(k) Profit Sharing PlanMeca 401(k) Profit Sharing P…$9MMark IV Construction Co., Inc. 401(k) Savings PlanMark IV Construction Co., In…$9M
End-of-year total assets ($M) among Jmi Services, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$479K
Employer EIN800208695
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jmi Services, LLC)

Sponsor-wide plan assets over time

All Jmi Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 6.914107601371727% vs 2022
2024 filing year
$8.2M$8.4M$8.6M$8.8M$9M 202220232024 $8.36M $8.93M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 16 $8M
2023 1 9 $9M
2024 1 8 $9M

Nearby 401(k) Plans in California

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

Jmi Services, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jmi Services, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.008835624 · Participants: 9Jmi Services, LLC 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jmi Services, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jmi Services, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jmi Services, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Capital Excavation Company 401(k) Retirement Savings Plan in TX ($9M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Jmi Services, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Jmi Services, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 5.7% during 2023, from $8M to $9M. Reported net income was $479K.
How have Jmi Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jmi Services, LLC's sponsor-wide assets grew 6.9%, from $8M to $9M.
Which 401(k) plans are similar in size to Jmi Services, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Excavation Company 401(k) Retirement Savings Plan in TX ($9M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Jmi Services, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 800208695.

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.