401(k) · DOL Form 5500 · 2023

J.S. Held LLC 401(k) Plan

Data updated 2026-08-11

$133M
Total assets
1,256
Participants
93rd
Percentile by assets
$106,037
Avg per participant
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Official DOL plan name: J.S. Held LLC 401(k) Profit Sharing Plan · Sponsored by J.S. Held LLC · New York · Professional & Technical Services

$133M in assets, 1,256 participants

J.S. Held LLC's J.S. Held LLC 401(k) Profit Sharing Plan reported $133M in total assets and 1,256 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #19,144 in Professional & Technical Services (20,321 peers)

Where J.S. Held LLC 401(k) Profit Sharing Plan sits by assets

J.S. Held LLC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $133M for 1,256 participants (~$106,037/participant), up 44.9% in 2023.

$133M
total plan assets (2023 EOY)
1,256
covered participants
93rd
percentile by assets (of 127,072 plans)
$106,037
avg assets per participant

Where J.S. Held LLC 401(k) Profit Sharing Plan sits by total assets

J.S. Held LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$133,182,687 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.S. Held LLC 401(k) Profit Sharing Plan reported net income rose from $11M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • J.S. Held LLC 401(k) Profit Sharing Plan end-of-year assets rose from $92M in the plan year 2022 filing to $133M in the plan year 2023 filing.
  • J.S. Held LLC 401(k) Profit Sharing Plan reported participants rose from 1,043 in the plan year 2022 filing to 1,256 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Professional & Technical Services

J.S. Held LLC 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, J.S. Held LLC 401(k) Profit Sharing Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$133M
Net Income$41M
Employer EIN473291463
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.S. Held LLC)

$50M$100M$150M$200M 202220232024 $91.9M $175M ▲ +90.3%
Total plan assets by year, all J.S. Held LLC plans on file
Year Plans Participants Total Assets
2022 1 1,043 $92M
2023 1 1,256 $133M
2024 1 1,303 $175M

Nearby 401(k) Plans in New York

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

J.S. Held LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants J.S. Held LLC 401(k)…, Total assets ($B): 0.133182687 · Participants: 1256J.S. Held LLC 401(k)…IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
J.S. Held LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare J.S. Held LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to J.S. Held LLC 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did J.S. Held LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
J.S. Held LLC 401(k) Profit Sharing Plan surged - up 44.9% during 2023, from $92M to $133M. Reported net income was $41M.
How have J.S. Held LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.S. Held LLC's sponsor-wide assets grew 90.3%, from $92M to $175M.
Where does J.S. Held LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
J.S. Held LLC 401(k) Profit Sharing Plan ranks in the 93rd 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 J.S. Held LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Host Hotels & Resorts L. P. Retirement and Savings Plan in MD ($133M, 170 participants).

Next read for J.S. Held LLC 401(k) Profit Sharing Plan

Scale reading

Ways to act on J.S. Held LLC 401(k) Profit Sharing Plan's numbers.

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 473291463.

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.