401(k) · DOL Form 5500 · 2023

Jbm Packaging Company 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
133
Participants Small participant base
50th
Percentile by assets National rank
$50,046
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jbm Packaging Company Retirement Plan and Trust · Sponsored by Jbm Packaging Company · Ohio · Manufacturing

$7M in assets, 133 participants

Jbm Packaging Company's Jbm Packaging Company Retirement Plan and Trust reported $7M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,350 in Manufacturing (18,722 peers)

Coverage in Ohio

Jbm Packaging Company Retirement Plan and Trust covers 133 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#6,350
in Manufacturing (18,722 peers)
+16.0%
assets growth YoY

Jbm Packaging Company Retirement Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Jbm Packaging Company Retirement Plan and Trust vs every filed plan by assets

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

$6,656,106 Top 50% higher than 50% 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

Jbm Packaging Company Retirement Plan and Trust 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. Jbm Packaging Company Retirement Plan and Trust sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jbm Packaging Company Retirement Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $915K in the plan year 2023 filing.
  • Jbm Packaging Company Retirement Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Jbm Packaging Company Retirement Plan and Trust reported participants rose from 130 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311277407 · Jbm Packaging Company PY 2023 · 401(k)

Jbm Packaging Company Retirement Plan and Trust · $7M · 133 · 50th

  • SCH $7M
  • SCH 133
  • SCH 50th
  • SCH 401(k)
  • SCH near Micro-G Lacoste Profit Sharing Trust
  • SCH ind #6350

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 Manufacturing retirement plans → · Plans in Ohio →

Jbm Packaging Company Retirement Plan and Trust in the asset neighbourhood

Jbm Packaging Company Retirement Plan and TrustJbm Packaging Company Retire…$7MMicro-G Lacoste Profit Sharing TrustMicro-G Lacoste Profit Shari…$7MSentry Financial Corporation Employee 401(k) Profit Sharing PlanSentry Financial Corporation…$7MKorrus Inc 401(k) Plan & TrustKorrus Inc 401(k) Plan & Tru…$7MAmini Innovation Corporation 401(k) PlanAmini Innovation Corporation…$7M
End-of-year total assets ($M) among Jbm Packaging Company Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$915K
Employer EIN311277407
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jbm Packaging Company)

Sponsor-wide plan assets over time

All Jbm Packaging Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 36.67672803000318% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.74M $7.84M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 130 $6M
2023 1 133 $7M
2024 1 134 $8M

Nearby 401(k) Plans in Ohio

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

Jbm Packaging Company Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Jbm Packaging Company Retirement Plan and Trust, Total assets ($B): 0.006656106 · Participants: 133Jbm Packaging Company Retirement Plan and TrustGE 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
Jbm Packaging Company Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Jbm Packaging Company Retirement Plan and Trust side-by-side with 3 peers →

Jbm Packaging Company Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Micro-G Lacoste Profit Sharing Trust in CO ($7M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Jbm Packaging Company Retirement Plan and Trust assets move in 2023? ▼
Jbm Packaging Company Retirement Plan and Trust grew sharply - up 16.0% during 2023, from $6M to $7M. Reported net income was $915K.
How have Jbm Packaging Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jbm Packaging Company's sponsor-wide assets grew 36.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Jbm Packaging Company Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Micro-G Lacoste Profit Sharing Trust in CO ($7M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Jbm Packaging Company Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 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 311277407.

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.