401(k) · DOL Form 5500 · 2023
Jetro Cash & Carry Enterprises, LLC 401(k) Plan
Data updated 2026-08-11
- $147M
- Total assets
- 3,359
- Participants
- 93rd
- Percentile by assets
- $43,839
- Avg per participant
Official DOL plan name: Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan · Sponsored by Jetro Cash & Carry Enterprises, LLC · New York · Wholesale Trade
$147M in assets, 3,359 participants
Jetro Cash & Carry Enterprises, LLC's Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan reported $147M in total assets and 3,359 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)
- #5,983 in Wholesale Trade (6,309 peers)
Coverage in New York
Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan covers 3,359 participants in New York, 4.2x the typical New York plan (state average ~798 per filing). Assets: $147M.
- $147M
- total plan assets (2023 EOY)
- 3,359
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $43,839
- avg assets per participant
Where Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan sits by total assets
Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$147,256,474 Top 7% higher than 93% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan reported net income rose from -$26M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan end-of-year assets rose from $130M in the plan year 2022 filing to $147M in the plan year 2023 filing.
- Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan reported participants fell from 3,647 in the plan year 2022 filing to 3,359 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan reports 3,359 participants - 4.2x that state average ($147M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $147M |
| Net Income | $17M |
| Employer EIN | 132847390 |
| Plan Effective Date | 1985-02-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jetro Cash & Carry Enterprises, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,647 | $130M |
| 2023 | 1 | 3,359 | $147M |
| 2024 | 1 | 3,779 | $164M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan by total assets, not by location.
- Armstrong 401(k) Plan (PA) $147M · 2,565
- Harness, Dickey & Pierce 401(k) Profit Sharing Plan (MI) $147M · 272
- The Drees Company Profit Sharing Plan (KY) $147M · 764
- Siltronic Corporation Savings Plan (OR) $147M · 401
Frequently Asked Questions
How did Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan assets move in 2023? ▼
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Filing takeaways
Ways to act on Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan's numbers.
- By total assets, Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Jetro Cash & Carry Enterprises, LLC's sponsor-wide assets have grown 25.7% since 2022 across 3 plan years on file. More Wholesale Trade plans