401(k) · DOL Form 5500 · 2023

Jmg Financial Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: 92
Participants Small participant base: 75th
Percentile by assets National rank: $254,382
Avg per participant Above avg balance/head

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Official DOL plan name: Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust · Sponsored by Jmg Financial Group, Ltd. · Illinois · Finance & Insurance

$23M in assets, 92 participants

Jmg Financial Group, Ltd.'s Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust reported $23M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

#5,565 in Finance & Insurance (8,869 peers)

Where Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust sits by assets

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $23M for 92 participants (~$254,382/participant), up 29.0% in 2023.

#5,565
in Finance & Insurance (8,869 peers): +29.0%
assets growth YoY: 0.2×
vs typical plan assets (national mean)

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust's outsized position by total assets

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets

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

$23,403,153 Top 25% higher than 75% 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

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust is a small filing (92 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust reported participants rose from 78 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363275370 · Jmg Financial Group, Ltd. PY 2023 · 401(k)

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust · $23M · 92 · 75th

PCT $23M
PCT 92
PCT 75th
PCT 401(k)
PCT near Rpm Management Profit Sharing Plan
PCT ind #5565

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 Finance & Insurance retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$23M
Net Income	$5M
Employer EIN	363275370
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jmg Financial Group, Ltd.)

Latest sponsor-wide plan assets: $29M 57.08406793278136% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	78	$18M
2023	1	92	$23M
2024	1	93	$29M

Nearby 401(k) Plans in Illinois

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

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust side-by-side with 3 peers →

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Rpm Management Profit Sharing Plan in NJ ($23M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Rpm Management Profit Sharing Plan (NJ) $23M · 144
Diamond Paper Box Company, Inc. Section 401(k) Plan (NY) $23M · 238
Cyracom International, Inc. 401(k) & Profit Sharing Plan (AZ) $23M · 1,688
Moses Lake Community Health Center 401(k) Plan (WA) $23M · 315

Similar participant headcount

Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.

Melanson, P.C. 401(k) Plan (NH) 92 · 0 off
International Marine Products Retirement Plan (CA) 92 · 0 off
Rodland Motor Company 401(k) Plan (WA) 92 · 0 off
The Tin Bucket Incorporated 401(k) Profit Sharing Plan (NE) 92 · 0 off

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 Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust assets move in 2023? ▼

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust grew sharply - up 29.0% during 2023, from $18M to $23M. Reported net income was $5M.

How have Jmg Financial Group, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jmg Financial Group, Ltd.'s sponsor-wide assets grew 57.1%, from $18M to $29M.

Where does Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼

Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Rpm Management Profit Sharing Plan in NJ ($23M, 144 participants).

Which 401(k) plans cover a similar participant headcount to Jmg Financial Group, Ltd. Profit Sharing and 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 participants, N/A 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 363275370.