401(k) · DOL Form 5500 · 2023

J Investment Services Inc. 401(k) Plan

Data updated 2026-08-25

$386K
Total assets Small plan by assets: 1
Participants Small participant base: 16th
Percentile by assets National rank: $385,864
Avg per participant High balance/head

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Official DOL plan name: Jis 401(k) Trust · Sponsored by J Investment Services Inc. · California · Professional & Technical Services

$386K in assets, 1 participants

J Investment Services Inc.'s Jis 401(k) Trust reported $386K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

#2,409 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Jis 401(k) Trust holds $386K for 1 participant - about $385,864 per participant, among the smaller plans by assets on file.

#2,409
in Professional & Technical Services (20,321 peers): +0.0%
assets growth YoY

Jis 401(k) Trust among the smaller filed plans by assets

Jis 401(k) Trust vs every filed plan by assets

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

$385,864 16th percentile higher than 16% 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

Jis 401(k) Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jis 401(k) Trust is a micro filing (1 participant), the leftmost band.

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%)

EBSA filing schedule strip

Filing strip 844867043 · J Investment Services Inc. PY 2023 · 401(k)

Jis 401(k) Trust · $386K · 1 · 16th

EBSA $386K
PART 1
TYPE 16th
NET 401(k)
BOOK near Air Delivery Express, Inc. 401(k) Plan
VS-ST ind #2409

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 Professional & Technical Services retirement plans → · Plans in California →

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

Filing particulars (2023)

Total Assets (Beginning of Year)	$386K
Net Assets (End of Year)	$386K
Employer EIN	844867043
Plan Effective Date	2020-03-05
Filing Status	FILING RECEIVED

Sponsor Plan History (J Investment Services Inc.)

Latest sponsor-wide plan assets: $386K 0% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$386K
2023	1	1	$386K

Nearby 401(k) Plans in California

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

Jis 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Jis 401(k) Trust side-by-side with 3 peers →

Jis 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Air Delivery Express, Inc. 401(k) Plan in TX ($386K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($386K here).

Air Delivery Express, Inc. 401(k) Plan (TX) $386K · 14
Wcr Holdings Inc. 401(k) Plan (NY) $386K · N/A
Outdoor Comfort of St Louis, Inc. 401(k) Profit Sharing Plan (MO) $386K · 8
Nbi 401(k) (UT) $386K · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 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 Jis 401(k) Trust assets move in 2023? ▼

Jis 401(k) Trust held essentially flat - up 0.0% during 2023, from $386K to $386K.

How have J Investment Services Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), J Investment Services Inc.'s sponsor-wide assets grew 0.0%, from $386K to $386K.

Where does Jis 401(k) Trust rank by assets among Form 5500 filers? ▼

Jis 401(k) Trust ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Jis 401(k) Trust? ▼

Among 401(k) plans in other states, the closest by assets is Air Delivery Express, Inc. 401(k) Plan in TX ($386K, 14 participants).

Which 401(k) plans cover a similar participant headcount to Jis 401(k) Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 844867043.