401(k) · DOL Form 5500 · 2023
Jat Investments Inc 401(k) Plan
Data updated 2026-08-25
- $659K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $329,565
- Avg per participant High balance/head
Official DOL plan name: Jat Investments Inc 401(k) Plan · Sponsored by Jat Investments Inc · South Carolina · Other Services
$659K in assets, 2 participants
Jat Investments Inc's Jat Investments Inc 401(k) Plan reported $659K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #3,352 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Jat Investments Inc 401(k) Plan ranks #3,352 of 7,857 2023 filers by assets (3045% of the sector average)-$659K for 2 participants.
- #3,352
- in Other Services (7,857 peers)
- -18.0%
- assets change YoY
The plan reported a net loss of $145K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jat Investments Inc 401(k) Plan among the smaller filed plans by assets
Jat Investments Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$659,130 20th percentile higher than 20% 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
Jat Investments Inc 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jat Investments Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jat Investments Inc 401(k) Plan reported net income fell from $430K in the plan year 2022 filing to -$145K in the plan year 2023 filing.
- Jat Investments Inc 401(k) Plan end-of-year assets fell from $804K in the plan year 2022 filing to $659K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 823946543 · Jat Investments Inc PY 2023 · 401(k)
Jat Investments Inc 401(k) Plan · $659K · 2 · 20th
- EIN $659K
- RANK 2
- PHOTO 20th
- IND 401(k)
- EOY near On Target Staffing, LLC 401(k) Profit Sharing Plan
- 5500 ind #3352
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 Other Services retirement plans → · Plans in South Carolina →
Jat Investments Inc 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $804K |
|---|---|
| Net Assets (End of Year) | $659K |
| Net Income | -$145K |
| Employer EIN | 823946543 |
| Plan Effective Date | 2018-01-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jat Investments Inc)
Sponsor-wide plan assets over time
All Jat Investments Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $559K 30.50193290313593% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $804K |
| 2023 | 1 | 2 | $659K |
| 2024 | 1 | 2 | $559K |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Jat Investments Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is On Target Staffing, LLC 401(k) Profit Sharing Plan in NJ ($659K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($659K here).
- On Target Staffing, LLC 401(k) Profit Sharing Plan (NJ) $659K · 2,013
- Mrds Marketing, Inc. 401(k) Plan (NY) $659K · 5
- Jos. a. Bank 401(k) Plan (TX) $659K · 30
- Pepperkat Inc. 401(k) Plan (GA) $659K · 24
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.