401(k) · DOL Form 5500 · 2023

Jo-Ann Stores, LLC 401(k) Plan

Data updated 2026-08-11

$183M
Total assets
20,860
Participants
94th
Percentile by assets
$8,760
Avg per participant
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Official DOL plan name: Jo-Ann Stores, LLC 401(k) Savings Plan · Sponsored by Jo-Ann Stores, LLC · Ohio · Retail Trade

$183M in assets, 20,860 participants

Jo-Ann Stores, LLC's Jo-Ann Stores, LLC 401(k) Savings Plan reported $183M in total assets and 20,860 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #8,148 in Retail Trade (8,414 peers)

Coverage in Ohio

Jo-Ann Stores, LLC 401(k) Savings Plan covers 20,860 participants in Ohio, 27x the typical Ohio plan (state average ~765 per filing). Assets: $183M.

$183M
total plan assets (2023 EOY)
20,860
covered participants
94th
percentile by assets (of 127,072 plans)
$8,760
avg assets per participant

Where Jo-Ann Stores, LLC 401(k) Savings Plan sits by total assets

Jo-Ann Stores, LLC 401(k) Savings Plan vs every filed plan by assets

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

$182,732,087 Top 6% higher than 94% 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

  • Jo-Ann Stores, LLC 401(k) Savings Plan reported net income rose from -$45M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Jo-Ann Stores, LLC 401(k) Savings Plan end-of-year assets rose from $166M in the plan year 2022 filing to $183M in the plan year 2023 filing.
  • Jo-Ann Stores, LLC 401(k) Savings Plan reported participants fell from 22,790 in the plan year 2022 filing to 20,860 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Retail Trade

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Jo-Ann Stores, LLC 401(k) Savings Plan reports 20,860 participants - 27x that state average ($183M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$166M
Net Assets (End of Year)$183M
Net Income$16M
Employer EIN340720629
Plan Effective Date1975-01-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Jo-Ann Stores, LLC)

$160M$165M$170M$175M$180M$185M 202220232024 $166M $183M ▲ +9.6%
Total plan assets by year, all Jo-Ann Stores, LLC plans on file
Year Plans Participants Total Assets
2022 1 22,790 $166M
2023 1 20,860 $183M
2024 1 19,582 $183M

Nearby 401(k) Plans in Ohio

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

Jo-Ann Stores, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Jo-Ann Stores, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -50510152025 Total assets ($B) Participants Jo-Ann Stores, LLC 4…GE Retirement Saving…The Sherwin-Williams…The Progressive 401(…The Kroger Co. 401(k…Nationwide Savings P…
Jo-Ann Stores, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Jo-Ann Stores, LLC 401(k) Savings Plan side-by-side with 3 peers →

Scale composition for Jo-Ann Stores, LLC 401(k) Savings Plan

Jo-Ann Stores, LLC 401(k) Savings Plan reports $183M in end-of-year assets across 20,860 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $8,760 per participant (6% of the national average assets-per-participant) . Net income for plan year 2023 was $16M.

This plan identity (EIN 340720629, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $166M to $183M (+9.6%) while covered participants moved from 22,790 to 19,582 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 22,790 $166M Open filing
2023 20,860 $183M This page
2024 · index core 19,582 $183M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Jo-Ann Stores, LLC 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Jo-Ann Stores, LLC 401(k) Savings Plan assets move in 2023? ▼
Jo-Ann Stores, LLC 401(k) Savings Plan grew at a solid clip - up 9.8% during 2023, from $166M to $183M. Reported net income was $16M.
How have Jo-Ann Stores, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jo-Ann Stores, LLC's sponsor-wide assets grew 9.6%, from $166M to $183M.
Where does Jo-Ann Stores, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Jo-Ann Stores, LLC 401(k) Savings Plan ranks in the 94th 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 Jo-Ann Stores, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jackson Walker LLP Qualified Retirement Plan II in TX ($183M, 471 participants).

Next read for Jo-Ann Stores, LLC 401(k) Savings Plan

Filing takeaways

Ways to act on Jo-Ann Stores, LLC 401(k) Savings 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 340720629.

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.