401(k) · DOL Form 5500 · 2023

Jim N Nicks Management LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 922
Participants Near avg headcount: 48th
Percentile by assets National rank: $6,726
Avg per participant Low balance/head

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Official DOL plan name: Jim N Nicks 401(k) Plan · Sponsored by Jim N Nicks Management LLC · Alabama · Food Services & Accommodation

$6M in assets, 922 participants

Jim N Nicks Management LLC's Jim N Nicks 401(k) Plan reported $6M in total assets and 922 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

#3,084 in Food Services & Accommodation (3,828 peers)

Coverage in Alabama

Jim N Nicks 401(k) Plan covers 922 participants in Alabama, 2.6x the typical Alabama plan (state average ~360 per filing). Assets: $6M.

#3,084
in Food Services & Accommodation (3,828 peers): +35.5%
assets growth YoY

Jim N Nicks 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Jim N Nicks 401(k) Plan vs every filed plan by assets

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

$6,201,534 48th percentile higher than 48% 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

Jim N Nicks 401(k) 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. Jim N Nicks 401(k) Plan sits mid-pack in the medium band (922 participants).

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%)

Jim N Nicks 401(k) Plan reported net income rose from -$314K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Jim N Nicks 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Jim N Nicks 401(k) Plan reported participants fell from 936 in the plan year 2022 filing to 922 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 471361551 · Jim N Nicks Management LLC PY 2023 · 401(k)

Jim N Nicks 401(k) Plan · $6M · 922 · 48th

BOOK $6M
VS-ST 922
BOY 48th
SCH 401(k)
EBSA near Kind Lending LLC 401(k) Plan
PART ind #3084

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 Food Services & Accommodation retirement plans → · Plans in Alabama →

End-of-year total assets ($M) among Jim N Nicks 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$2M
Employer EIN	471361551
Plan Effective Date	2017-08-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Jim N Nicks Management LLC)

Latest sponsor-wide plan assets: $8M 68.74956156846274% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	936	$5M
2023	1	922	$6M
2024	1	929	$8M

Nearby 401(k) Plans in Alabama

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

Jim N Nicks 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Jim N Nicks 401(k) Plan side-by-side with 3 peers →

Jim N Nicks 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Kind Lending LLC 401(k) Plan in CA ($6M); by covered participants it is The Platinum 401(k) Retirement Savings Plan Fbo Mri Software, LLC. in OH (922 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Kind Lending LLC 401(k) Plan (CA) $6M · 321
Rock Creek Property Group, LLC Profit Sharing Plan (MD) $6M · 15
New Carbon Company, LLC 401(k) Retirement Plan (IN) $6M · 173
Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement (AZ) $6M · 6

Similar participant headcount

Nearest other-state filings by covered participants (922 participants); asset peers above are excluded.

The Platinum 401(k) Retirement Savings Plan Fbo Mri Software, LLC. (OH) 922 · 0 off
Precision Walls, Inc. 401(k) Plan (NC) 922 · 0 off
Qualified Plan Advisors Pooled Employer Plan (CA) 922 · 0 off
Corient Services LLC 401(k) Plan (FL) 922 · 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 Jim N Nicks 401(k) Plan assets move in 2023? ▼

Jim N Nicks 401(k) Plan surged - up 35.5% during 2023, from $5M to $6M. Reported net income was $2M.

How have Jim N Nicks Management LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jim N Nicks Management LLC's sponsor-wide assets grew 68.7%, from $5M to $8M.

Which 401(k) plans are similar in size to Jim N Nicks 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kind Lending LLC 401(k) Plan in CA ($6M, 321 participants).

Which 401(k) plans cover a similar participant headcount to Jim N Nicks 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is The Platinum 401(k) Retirement Savings Plan Fbo Mri Software, LLC. in OH (922 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 471361551.