401(k) · DOL Form 5500 · 2023

J.B. Sullivan, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 345
Participants Below avg headcount: 57th
Percentile by assets National rank: $26,474
Avg per participant Low balance/head

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Official DOL plan name: J.B. Sullivan, Inc. Retirement Plan · Sponsored by J.B. Sullivan, Inc. · Illinois · Retail Trade

$9M in assets, 345 participants

J.B. Sullivan, Inc.'s J.B. Sullivan, Inc. Retirement Plan reported $9M in total assets and 345 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

#5,658 in Retail Trade (8,414 peers)

Coverage in Illinois

J.B. Sullivan, Inc. Retirement Plan covers 345 participants in Illinois, about 44% of the average Illinois filer (state average ~779 per filing). Assets: $9M.

#5,658
in Retail Trade (8,414 peers): +7.0%
assets growth YoY

J.B. Sullivan, Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

J.B. Sullivan, Inc. Retirement Plan vs every filed plan by assets

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

$9,133,567 Top 43% higher than 57% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

J.B. Sullivan, Inc. Retirement 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.B. Sullivan, Inc. Retirement Plan sits mid-pack in the medium band (345 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

J.B. Sullivan, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $597K in the plan year 2023 filing.
J.B. Sullivan, Inc. Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
J.B. Sullivan, Inc. Retirement Plan reported participants rose from 340 in the plan year 2022 filing to 345 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362868676 · J.B. Sullivan, Inc. PY 2023 · 401(k)

J.B. Sullivan, Inc. Retirement Plan · $9M · 345 · 57th

BOOK $9M
BOOK 345
BOOK 57th
BOOK 401(k)
BOOK near North Bay Distribution, Inc. Employee Stock Ownership Plan
BOOK ind #5658

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 Retail Trade retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among J.B. Sullivan, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$9M
Net Income	$597K
Employer EIN	362868676
Plan Effective Date	1981-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (J.B. Sullivan, Inc.)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	340	$9M
2023	1	345	$9M
2024	1	236	N/A

Nearby 401(k) Plans in Illinois

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

J.B. Sullivan, Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare J.B. Sullivan, Inc. Retirement Plan side-by-side with 3 peers →

J.B. Sullivan, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is North Bay Distribution, Inc. Employee Stock Ownership Plan in CA ($9M); by covered participants it is Bcc Engineering, LLC. Retirement Plan and Trust in FL (345 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

North Bay Distribution, Inc. Employee Stock Ownership Plan (CA) $9M · 249
Carson-Dellosa Publishing, LLC 401(k) Profit Sharing Plan (NC) $9M · 95
Maple Donuts, Inc. 401(k) Retirement Plan (PA) $9M · 384
Family Medical Center Retirement and 401(k) Plan (MI) $9M · 147

Similar participant headcount

Nearest other-state filings by covered participants (345 participants); asset peers above are excluded.

Bcc Engineering, LLC. Retirement Plan and Trust (FL) 345 · 0 off
Medable 401(k) Plan (CA) 345 · 0 off
Idera 401(k) Savings Plan (TX) 345 · 0 off
Healthtronics Group, LP 401(k) Plan (TX) 345 · 0 off

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.B. Sullivan, Inc. Retirement Plan assets move in 2023? ▼

J.B. Sullivan, Inc. Retirement Plan grew at a solid clip - up 7.0% during 2023, from $9M to $9M. Reported net income was $597K.

Which 401(k) plans are similar in size to J.B. Sullivan, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is North Bay Distribution, Inc. Employee Stock Ownership Plan in CA ($9M, 249 participants).

Which 401(k) plans cover a similar participant headcount to J.B. Sullivan, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Bcc Engineering, LLC. Retirement Plan and Trust in FL (345 participants, $37M 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 362868676.