401(k) · DOL Form 5500 · 2023

Jo-Ann Stores, LLC 401(k) Plan

Data updated 2026-08-25

$183M
Total assets Near avg plan size
20,860
Participants Very large workforce
94th
Percentile by assets National rank
$8,760
Avg per participant Low balance/head
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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.

  • #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.

#8,148
in Retail Trade (8,414 peers)
+9.8%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Jo-Ann Stores, LLC 401(k) Savings Plan's outsized position 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 $2,050,000,000 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

Jo-Ann Stores, LLC 401(k) Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jo-Ann Stores, LLC 401(k) Savings Plan is a mega filing (20,860 participants), the rightmost band on the breakdown.

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 →

Published 5500 schedule card

Filing strip 340720629 · Jo-Ann Stores, LLC PY 2023 · 401(k)

Jo-Ann Stores, LLC 401(k) Savings Plan · $183M · 20,860 · 94th

  • TYPE $183M
  • TYPE 20,860
  • TYPE 94th
  • TYPE 401(k)
  • TYPE near Jackson Walker LLP Qualified Retirement Plan II
  • TYPE ind #8148

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 Ohio →

Jo-Ann Stores, LLC 401(k) Savings Plan in the asset neighbourhood

Range Resources Corporation 401(k) PlanRange Resources Corporation …$183MArlanxeo USA LLC Defined Contribution PlanArlanxeo USA LLC Defined Con…$183MJo-Ann Stores, LLC 401(k) Savings PlanJo-Ann Stores, LLC 401(k) Sa…$183MJackson Walker LLP Qualified Retirement Plan IIJackson Walker LLP Qualified…$183MUnited Cleanup Oak Ridge Retirement Savings PlanUnited Cleanup Oak Ridge Ret…$183M
End-of-year total assets ($M) among Jo-Ann Stores, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Jo-Ann Stores, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$183M 9.642429928506916% vs 2022
2024 filing year
$160M$165M$170M$175M$180M$185M 202220232024 $166M $183M ▲ +9.6%
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 Scatter plot of 6 data points. 050000100000150000 -50510152025 Total assets ($B) Participants Jo-Ann Stores, LLC 401(k) Savings Plan, Total assets ($B): 0.182732087 · Participants: 20860Jo-Ann Stores, LLC 401(k) Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
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:

Jo-Ann Stores, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Jackson Walker LLP Qualified Retirement Plan II in TX ($183M); by covered participants it is Williams-Sonoma, Inc. 401(k) Plan in CA (20,867 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20,860 participants); asset peers above are excluded.

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 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).
Which 401(k) plans cover a similar participant headcount to Jo-Ann Stores, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams-Sonoma, Inc. 401(k) Plan in CA (20,867 participants, $629M 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 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.