401(k) · DOL Form 5500 · 2023

Jmj Financial 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
104
Participants Small participant base
37th
Percentile by assets National rank
$30,807
Avg per participant Low balance/head
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Official DOL plan name: Jmj Financial 401(k) Plan · Sponsored by Jmj Financial · California · Finance & Insurance

$3M in assets, 104 participants

Jmj Financial's Jmj Financial 401(k) Plan reported $3M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,265 in Finance & Insurance (8,869 peers)

Coverage in California

Jmj Financial 401(k) Plan covers 104 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $3M.

#2,265
in Finance & Insurance (8,869 peers)
+24.3%
assets growth YoY

Jmj Financial 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Jmj Financial 401(k) Plan vs every filed plan by assets

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

$3,203,884 37th percentile higher than 37% 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

Jmj Financial 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. Jmj Financial 401(k) Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jmj Financial 401(k) Plan reported net income rose from -$261K in the plan year 2022 filing to $626K in the plan year 2023 filing.
  • Jmj Financial 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Jmj Financial 401(k) Plan reported participants fell from 111 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330508282 · Jmj Financial PY 2023 · 401(k)

Jmj Financial 401(k) Plan · $3M · 104 · 37th

  • IND $3M
  • EOY 104
  • 5500 37th
  • ASSETS 401(k)
  • PCT near Ennis State Bank 401(k) Profit Sharing Plan and Trust
  • EIN ind #2265

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 →

Jmj Financial 401(k) Plan in the asset neighbourhood

Jmj Financial 401(k) Plan$3MEnnis State Bank 401(k) Profit Sharing Plan and TrustEnnis State Bank 401(k) Prof…$3MArp Sciences LLC 401(k) Plan$3MLaguarda Low Architects, LLC Employee Retirement PlanLaguarda Low Architects, LLC…$3MTwinco, Inc. 401(k) Profit Sharing PlanTwinco, Inc. 401(k) Profit S…$3M
End-of-year total assets ($M) among Jmj Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$626K
Employer EIN330508282
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jmj Financial)

Sponsor-wide plan assets over time

All Jmj Financial plans reported in each filing year

Latest sponsor-wide plan assets
$4M 42.47156159469201% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.58M $3.67M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 111 $3M
2023 1 104 $3M
2024 1 83 $4M

Nearby 401(k) Plans in California

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

Jmj Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jmj Financial 401(k) Plan, Total assets ($B): 0.003203884 · Participants: 104Jmj Financial 401(k) 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
Jmj Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jmj Financial 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ennis State Bank 401(k) Profit Sharing Plan and Trust in TX ($3M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Jmj Financial 401(k) Plan assets move in 2023? ▼
Jmj Financial 401(k) Plan grew sharply - up 24.3% during 2023, from $3M to $3M. Reported net income was $626K.
How have Jmj Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jmj Financial's sponsor-wide assets grew 42.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Jmj Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ennis State Bank 401(k) Profit Sharing Plan and Trust in TX ($3M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Jmj Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 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 330508282.

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.