401(k) · DOL Form 5500 · 2023

J & L Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
395
Participants Below avg headcount
71st
Percentile by assets National rank
$45,957
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J & L Ventures, LLC Retirement Savings Plan · Sponsored by J & L Ventures, LLC · Georgia · Wholesale Trade

$18M in assets, 395 participants

J & L Ventures, LLC's J & L Ventures, LLC Retirement Savings Plan reported $18M in total assets and 395 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,233 in Wholesale Trade (6,309 peers)

Coverage in Georgia

J & L Ventures, LLC Retirement Savings Plan covers 395 participants in Georgia, about 36% of the average Georgia filer (state average ~1,096 per filing). Assets: $18M.

#4,233
in Wholesale Trade (6,309 peers)
+21.1%
assets growth YoY

J & L Ventures, LLC Retirement Savings Plan's outsized position by total assets

J & L Ventures, LLC Retirement Savings Plan vs every filed plan by assets

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

$18,153,067 Top 29% higher than 71% 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

J & L Ventures, LLC Retirement Savings 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. J & L Ventures, LLC Retirement Savings Plan sits mid-pack in the medium band (395 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J & L Ventures, LLC Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • J & L Ventures, LLC Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • J & L Ventures, LLC Retirement Savings Plan reported participants rose from 370 in the plan year 2022 filing to 395 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030404658 · J & L Ventures, LLC PY 2023 · 401(k)

J & L Ventures, LLC Retirement Savings Plan · $18M · 395 · 71st

  • NET $18M
  • NET 395
  • NET 71st
  • NET 401(k)
  • NET near Fresh Encounter, Inc.401(k) Plan
  • NET ind #4233

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 Wholesale Trade retirement plans → · Plans in Georgia →

J & L Ventures, LLC Retirement Savings Plan in the asset neighbourhood

J & L Ventures, LLC Retirement Savings PlanJ & L Ventures, LLC Retireme…$18MFresh Encounter, Inc.401(k) PlanFresh Encounter, Inc.401(k) …$18MKrohne 401(k) Retirement Plan$18MDimetri Gardikas Produce Co., Inc. 401(k) Employee Stock Ownership PlanDimetri Gardikas Produce Co.…$18MThe Mcclure Corporation 401(k) Retirement PlanThe Mcclure Corporation 401(…$18M
End-of-year total assets ($M) among J & L Ventures, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN030404658
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J & L Ventures, LLC)

Sponsor-wide plan assets over time

All J & L Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 37.97433375432806% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $20.7M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 370 $15M
2023 1 395 $18M
2024 1 447 $21M

Nearby 401(k) Plans in Georgia

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

J & L Ventures, LLC Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants J & L Ventures, LLC Retirement Savings Plan, Total assets ($B): 0.018153067 · Participants: 395J & L Ventures, LLC Retirement Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
J & L Ventures, LLC Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare J & L Ventures, LLC Retirement Savings Plan side-by-side with 3 peers →

J & L Ventures, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Fresh Encounter, Inc.401(k) Plan in OH ($18M); by covered participants it is Employ, Inc. 401(k) Plan in IN (395 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (395 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 J & L Ventures, LLC Retirement Savings Plan assets move in 2023? ▼
J & L Ventures, LLC Retirement Savings Plan grew sharply - up 21.1% during 2023, from $15M to $18M. Reported net income was $3M.
How have J & L Ventures, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J & L Ventures, LLC's sponsor-wide assets grew 38.0%, from $15M to $21M.
Which 401(k) plans are similar in size to J & L Ventures, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fresh Encounter, Inc.401(k) Plan in OH ($18M, 1,143 participants).
Which 401(k) plans cover a similar participant headcount to J & L Ventures, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employ, Inc. 401(k) Plan in IN (395 participants, $30M 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 030404658.

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.