401(k) · DOL Form 5500 · 2023

Jbgs Employee Company LLC 401(k) Plan

Data updated 2026-08-25

$119M
Total assets Near avg plan size
735
Participants Near avg headcount
92nd
Percentile by assets National rank
$162,109
Avg per participant Above avg balance/head
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Official DOL plan name: Jbg Smith 401(k) Plan · Sponsored by Jbgs Employee Company LLC · Maryland · Real Estate

$119M in assets, 735 participants

Jbgs Employee Company LLC's Jbg Smith 401(k) Plan reported $119M in total assets and 735 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #4,627 in Real Estate (4,727 peers)

Where Jbg Smith 401(k) Plan sits by assets

Jbg Smith 401(k) Plan sits in the top 10% of all filed plans by assets, $119M for 735 participants (~$162,109/participant), up 14.9% in 2023.

#4,627
in Real Estate (4,727 peers)
+14.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Jbg Smith 401(k) Plan's outsized position by total assets

Jbg Smith 401(k) Plan vs every filed plan by assets

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

$119,150,256 Top 8% higher than 92% 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

Jbg Smith 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. Jbg Smith 401(k) Plan sits mid-pack in the medium band (735 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jbg Smith 401(k) Plan reported net income rose from -$23M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Jbg Smith 401(k) Plan end-of-year assets rose from $104M in the plan year 2022 filing to $119M in the plan year 2023 filing.
  • Jbg Smith 401(k) Plan reported participants fell from 781 in the plan year 2022 filing to 735 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364861256 · Jbgs Employee Company LLC PY 2023 · 401(k)

Jbg Smith 401(k) Plan · $119M · 735 · 92nd

  • 5500 $119M
  • ASSETS 735
  • PCT 92nd
  • EIN 401(k)
  • RANK near Barona Employees 401(k) Retirement Plan
  • PHOTO ind #4627

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 Real Estate retirement plans → · Plans in Maryland →

Jbg Smith 401(k) Plan in the asset neighbourhood

Barona Employees 401(k) Retirement PlanBarona Employees 401(k) Reti…$119MJbg Smith 401(k) Plan$119MLakeland Financial Corporation 401(k) PlanLakeland Financial Corporati…$119MTexas Radiology Associates 401(k) PlanTexas Radiology Associates 4…$119MThe Christman Company Profit Sharing Retirement PlanThe Christman Company Profit…$119M
End-of-year total assets ($M) among Jbg Smith 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$119M
Net Income$15M
Employer EIN364861256
Plan Effective Date1988-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jbgs Employee Company LLC)

Sponsor-wide plan assets over time

All Jbgs Employee Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$132M 27.59583229067181% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $104M $132M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 781 $104M
2023 1 735 $119M
2024 1 671 $132M

Nearby 401(k) Plans in Maryland

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

Jbg Smith 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jbg Smith 401(k) Plan, Total assets ($B): 0.119150256 · Participants: 735Jbg Smith 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Jbg Smith 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Jbg Smith 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Barona Employees 401(k) Retirement Plan in CA ($119M); by covered participants it is King Ranch, Inc. 401(k) Employee Retirement Savings Plan in TX (735 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($119M here).

Similar participant headcount

Nearest other-state filings by covered participants (735 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 Jbg Smith 401(k) Plan assets move in 2023? ▼
Jbg Smith 401(k) Plan grew at a solid clip - up 14.9% during 2023, from $104M to $119M. Reported net income was $15M.
How have Jbgs Employee Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jbgs Employee Company LLC's sponsor-wide assets grew 27.6%, from $104M to $132M.
Where does Jbg Smith 401(k) Plan rank by assets among Form 5500 filers? ▼
Jbg Smith 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Jbg Smith 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barona Employees 401(k) Retirement Plan in CA ($119M, 1,783 participants).
Which 401(k) plans cover a similar participant headcount to Jbg Smith 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is King Ranch, Inc. 401(k) Employee Retirement Savings Plan in TX (735 participants, $56M 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 364861256.

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.