Defined Benefit (Pension) · DOL Form 5500 · 2023

Jm Family Automotive LLC Pension Plan

Data updated 2026-08-25

$739M
Total assets Above avg plan size
3,878
Participants Above avg headcount
98th
Percentile by assets National rank
$190,523
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jm Family Enterprises, Inc. Associates' Retirement Plan · Sponsored by Jm Family Automotive LLC · Florida · Wholesale Trade

$739M in assets, 3,878 participants

Jm Family Automotive LLC's Jm Family Enterprises, Inc. Associates' Retirement Plan reported $739M in total assets and 3,878 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #6,234 in Wholesale Trade (6,309 peers)

Coverage in Florida

Jm Family Enterprises, Inc. Associates' Retirement Plan covers 3,878 participants in Florida, 6.2x the typical Florida plan (state average ~628 per filing). Assets: $739M.

#6,234
in Wholesale Trade (6,309 peers)
+13.1%
assets growth YoY
7.4×
vs typical plan assets (national mean)

Jm Family Enterprises, Inc. Associates' Retirement Plan's outsized position by total assets

Jm Family Enterprises, Inc. Associates' Retirement Plan vs every filed plan by assets

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

$738,848,185 Top 2% higher than 98% 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

Jm Family Enterprises, Inc. Associates' Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jm Family Enterprises, Inc. Associates' Retirement Plan lands in the large band (3,878 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jm Family Enterprises, Inc. Associates' Retirement Plan reported net income rose from -$46M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Jm Family Enterprises, Inc. Associates' Retirement Plan end-of-year assets rose from $653M in the plan year 2022 filing to $739M in the plan year 2023 filing.
  • Jm Family Enterprises, Inc. Associates' Retirement Plan reported participants fell from 4,167 in the plan year 2022 filing to 3,878 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591390794 · Jm Family Automotive LLC PY 2023 · Defined Benefit (Pension)

Jm Family Enterprises, Inc. Associates' Retirement Plan · $739M · 3,878 · 98th

  • RANK $739M
  • PHOTO 3,878
  • IND 98th
  • EOY Defined Benefit (Pension)
  • 5500 near Chs Inc. Pension Plan
  • ASSETS ind #6234

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 Wholesale Trade retirement plans → · Plans in Florida →

Jm Family Enterprises, Inc. Associates' Retirement Plan in the asset neighbourhood

Navistar, Inc. Hourly Employees Pension Plan No. 1Navistar, Inc. Hourly Employ…$741MJm Family Enterprises, Inc. Associates' Retirement PlanJm Family Enterprises, Inc. …$739MChs Inc. Pension Plan$738MBlue Cross and Blue Shield of Alabama Retirement PlanBlue Cross and Blue Shield o…$737MBwxt Retirement Plan$737M
End-of-year total assets ($M) among Jm Family Enterprises, Inc. Associates' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$653M
Net Assets (End of Year)$737M
Net Income$85M
Employer EIN591390794
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jm Family Automotive LLC)

Sponsor-wide plan assets over time

All Jm Family Automotive LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 28.58445373080737% vs 2022
2024 filing year
$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.97B $2.53B ▲ +28.4%
Year Plans Participants Total Assets
2022 2 8,356 $2.0B
2023 2 7,780 $2.3B
2024 2 8,035 $2.5B

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jm Family Enterprises, Inc. Associates' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. 050001000015000 0246810 Total assets ($B) Participants Jm Family Enterprises, Inc. Associates' Retirement Plan, Total assets ($B): 0.738848185 · Participants: 3878Jm Family Enterprises, Inc. Associates' Retirement PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Jm Family Enterprises, Inc. Associates' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Jm Family Enterprises, Inc. Associates' Retirement Plan side-by-side with 3 peers →

Jm Family Enterprises, Inc. Associates' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Chs Inc. Pension Plan in MN ($738M); by covered participants it is Arconic Corp. Pension Plan B in PA (3,877 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($739M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,878 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 Jm Family Enterprises, Inc. Associates' Retirement Plan assets move in 2023? ▼
Jm Family Enterprises, Inc. Associates' Retirement Plan grew at a solid clip - up 13.1% during 2023, from $653M to $739M. Reported net income was $85M.
How have Jm Family Automotive LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jm Family Automotive LLC's sponsor-wide assets grew 28.6%, from $2.0B to $2.5B.
Where does Jm Family Enterprises, Inc. Associates' Retirement Plan rank by assets among Form 5500 filers? ▼
Jm Family Enterprises, Inc. Associates' Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Jm Family Enterprises, Inc. Associates' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chs Inc. Pension Plan in MN ($738M, 6,730 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jm Family Enterprises, Inc. Associates' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Arconic Corp. Pension Plan B in PA (3,877 participants, $565M 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 591390794.

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.