401(k) · DOL Form 5500 · 2023

J. M. Bozeman Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
273
Participants Below avg headcount
39th
Percentile by assets National rank
$13,530
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J. M. Bozeman Enterprises, Inc. 401(k) Plan · Sponsored by J. M. Bozeman Enterprises, Inc. · Arkansas · Transportation & Warehousing

$4M in assets, 273 participants

J. M. Bozeman Enterprises, Inc.'s J. M. Bozeman Enterprises, Inc. 401(k) Plan reported $4M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,297 in Transportation & Warehousing (3,362 peers)

Coverage in Arkansas

J. M. Bozeman Enterprises, Inc. 401(k) Plan covers 273 participants in Arkansas, about 10% of the average Arkansas filer (state average ~2,784 per filing). Assets: $4M.

#1,297
in Transportation & Warehousing (3,362 peers)
+20.1%
assets growth YoY

J. M. Bozeman Enterprises, Inc. 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

J. M. Bozeman Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$3,693,622 39th percentile higher than 39% 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

J. M. Bozeman Enterprises, Inc. 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. J. M. Bozeman Enterprises, Inc. 401(k) Plan sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. M. Bozeman Enterprises, Inc. 401(k) Plan reported net income rose from -$557K in the plan year 2022 filing to $619K in the plan year 2023 filing.
  • J. M. Bozeman Enterprises, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • J. M. Bozeman Enterprises, Inc. 401(k) Plan reported participants rose from 239 in the plan year 2022 filing to 273 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 710793001 · J. M. Bozeman Enterprises, Inc. PY 2023 · 401(k)

J. M. Bozeman Enterprises, Inc. 401(k) Plan · $4M · 273 · 39th

  • RANK $4M
  • RANK 273
  • RANK 39th
  • RANK 401(k)
  • RANK near Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust
  • RANK ind #1297

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 Transportation & Warehousing retirement plans → · Plans in Arkansas →

J. M. Bozeman Enterprises, Inc. 401(k) Plan in the asset neighbourhood

J. M. Bozeman Enterprises, Inc. 401(k) PlanJ. M. Bozeman Enterprises, I…$4MLand Clearing Specialist Inc 401(k) Profit Sharing Plan & TrustLand Clearing Specialist Inc…$4MAronauer & Yudell 401(k) Plan$4MSiegel, Barnett & Schultz, LLP 401(k) PlanSiegel, Barnett & Schultz, L…$4MJcb Management Company LLC 401(k) Profit Sharing Plan and TrustJcb Management Company LLC 4…$4M
End-of-year total assets ($M) among J. M. Bozeman Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arkansas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$619K
Employer EIN710793001
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. M. Bozeman Enterprises, Inc.)

Sponsor-wide plan assets over time

All J. M. Bozeman Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.34614854300484% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.08M $4.16M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 239 $3M
2023 1 273 $4M
2024 1 296 $4M

Nearby 401(k) Plans in Arkansas

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

J. M. Bozeman Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants J. M. Bozeman Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.003693622 · Participants: 273J. M. Bozeman Enterprises, Inc. 401(k) PlanWalmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
J. M. Bozeman Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare J. M. Bozeman Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

J. M. Bozeman Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA ($4M); by covered participants it is Rx Savings Solutions 401(k) Plan in KS (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 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 J. M. Bozeman Enterprises, Inc. 401(k) Plan assets move in 2023? ▼
J. M. Bozeman Enterprises, Inc. 401(k) Plan grew sharply - up 20.1% during 2023, from $3M to $4M. Reported net income was $619K.
How have J. M. Bozeman Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. M. Bozeman Enterprises, Inc.'s sponsor-wide assets grew 35.3%, from $3M to $4M.
Which 401(k) plans are similar in size to J. M. Bozeman Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA ($4M, 126 participants).
Which 401(k) plans cover a similar participant headcount to J. M. Bozeman Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rx Savings Solutions 401(k) Plan in KS (273 participants, N/A 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 710793001.

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.