401(k)
2023 plan-year 401(k) DOL Form 5500

JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JBC LIMITED, LLC

This 401(k) plan holds $4M in total assets and serves 215 participants as of 2023. It is sponsored by JBC LIMITED, LLC in Oregon. The plan reported positive net income of $392K for the year.

Total Assets (2023)
$4M
Participants
215
State
Industry
Retail Trade

What the Filing Says About JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN

JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN is a 401(k) retirement plan sponsored by JBC LIMITED, LLC, headquartered in Oregon. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 215 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 842191534, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2023 to $4M at year-end — a gain of 9.8%. Net assets (after liabilities) closed the year at $4M, with reported net income of $392K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$392K
Plan Type401(k)
Employer EIN842191534
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JBC LIMITED, LLC)

Year Plans Participants Total Assets
2022 1 229 $4M
2023 1 215 $4M
2024 1 209 $5M

Nearby 401(k) Plans in Oregon

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

Frequently Asked Questions

How much money is in the JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN?
As of the 2023 Form 5500 filing, JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN holds $4M in total assets with 215 participants. It is sponsored by JBC LIMITED, LLC.
What type of plan is JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN?
JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN is a 401(k) plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 842191534.
Who sponsors the JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN?
JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN is sponsored by JBC LIMITED, LLC, located in Oregon. The sponsor's EIN is 842191534 and the plan operates in the Retail Trade industry.
How did JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN perform in 2023?
JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN grew by 9.8% during 2023, moving from $4M to $4M in total assets. Net income was $392K.
Where can I find official filings for JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN?
Official Form 5500 filings for JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 842191534 or plan name at efast.dol.gov.
How does JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN compare to other plans?
You can compare JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 842191534.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.