401(k) · DOL Form 5500 · 2023

J.a.K.Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
147
Participants Small participant base
54th
Percentile by assets National rank
$54,059
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bard Optical 401(k) Profit Sharing Plan · Sponsored by J.a.K.Enterprises, Inc. · Illinois · Retail Trade

$8M in assets, 147 participants

J.a.K.Enterprises, Inc.'s Bard Optical 401(k) Profit Sharing Plan reported $8M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,386 in Retail Trade (8,414 peers)

Coverage in Illinois

Bard Optical 401(k) Profit Sharing Plan covers 147 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $8M.

#5,386
in Retail Trade (8,414 peers)
+9.5%
assets growth YoY

Bard Optical 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Bard Optical 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,946,636 Top 46% higher than 54% 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

Bard Optical 401(k) Profit Sharing 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. Bard Optical 401(k) Profit Sharing Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bard Optical 401(k) Profit Sharing Plan reported net income rose from -$913K in the plan year 2022 filing to $689K in the plan year 2023 filing.
  • Bard Optical 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371101286 · J.a.K.Enterprises, Inc. PY 2023 · 401(k)

Bard Optical 401(k) Profit Sharing Plan · $8M · 147 · 54th

  • BOY $8M
  • SCH 147
  • EBSA 54th
  • PART 401(k)
  • TYPE near Pridestaff, Inc. 401(k) Plan
  • NET ind #5386

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 →

Bard Optical 401(k) Profit Sharing Plan in the asset neighbourhood

Bard Optical 401(k) Profit Sharing PlanBard Optical 401(k) Profit S…$8MPridestaff, Inc. 401(k) Plan$8MComodo Group Inc 401(k) Profit Sharing Plan and TrustComodo Group Inc 401(k) Prof…$8MZenni Optical 401(k) Plan$8MHerald Group of Employees Profit Sharing PlanHerald Group of Employees Pr…$8M
End-of-year total assets ($M) among Bard Optical 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$689K
Employer EIN371101286
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.a.K.Enterprises, Inc.)

Sponsor-wide plan assets over time

All J.a.K.Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 40.61218494654828% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.26M $10.2M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 148 $7M
2023 1 147 $8M
2024 1 148 $10M

Nearby 401(k) Plans in Illinois

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

Bard Optical 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Bard Optical 401(k) Profit Sharing Plan, Total assets ($B): 0.007946636 · Participants: 147Bard Optical 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Bard Optical 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Bard Optical 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bard Optical 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Pridestaff, Inc. 401(k) Plan in CA ($8M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

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 Bard Optical 401(k) Profit Sharing Plan assets move in 2023? ▼
Bard Optical 401(k) Profit Sharing Plan grew at a solid clip - up 9.5% during 2023, from $7M to $8M. Reported net income was $689K.
How have J.a.K.Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.a.K.Enterprises, Inc.'s sponsor-wide assets grew 40.6%, from $7M to $10M.
Which 401(k) plans are similar in size to Bard Optical 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pridestaff, Inc. 401(k) Plan in CA ($8M, 869 participants).
Which 401(k) plans cover a similar participant headcount to Bard Optical 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M 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 371101286.

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.