401(k)
2023 plan-year 401(k) DOL Form 5500

JDA 401K PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JOHNSON DEVELOPMENT ASSOCIATES, INC.

This 401(k) plan holds $24M in total assets and serves 164 participants as of 2023. It is sponsored by JOHNSON DEVELOPMENT ASSOCIATES, INC. in South Carolina. The plan reported positive net income of $5M for the year.

Total Assets (2023)
$24M
Participants
164
Industry
Real Estate

What the Filing Says About JDA 401K PLAN

JDA 401K PLAN is a 401(k) retirement plan sponsored by JOHNSON DEVELOPMENT ASSOCIATES, INC., headquartered in South Carolina. As of the 2023 Form 5500 filing, the plan reports $24M in total end-of-year assets and covers 164 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 570833391, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2023 to $24M at year-end — a gain of 29.0%. Net assets (after liabilities) closed the year at $24M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$24M
Net Assets (End of Year)$24M
Net Income$5M
Plan Type401(k)
Employer EIN570833391
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JOHNSON DEVELOPMENT ASSOCIATES, INC.)

Year Plans Participants Total Assets
2022 1 136 $18M
2023 1 164 $24M
2024 1 179 $25M

Nearby 401(k) Plans in South Carolina

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

Frequently Asked Questions

How much money is in the JDA 401K PLAN?
As of the 2023 Form 5500 filing, JDA 401K PLAN holds $24M in total assets with 164 participants. It is sponsored by JOHNSON DEVELOPMENT ASSOCIATES, INC..
What type of plan is JDA 401K PLAN?
JDA 401K PLAN is a 401(k) plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 570833391.
Who sponsors the JDA 401K PLAN?
JDA 401K PLAN is sponsored by JOHNSON DEVELOPMENT ASSOCIATES, INC., located in South Carolina. The sponsor's EIN is 570833391 and the plan operates in the Real Estate industry.
How did JDA 401K PLAN perform in 2023?
JDA 401K PLAN grew by 29.0% during 2023, moving from $18M to $24M in total assets. Net income was $5M.
Where can I find official filings for JDA 401K PLAN?
Official Form 5500 filings for JDA 401K PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 570833391 or plan name at efast.dol.gov.
How does JDA 401K PLAN compare to other plans?
You can compare JDA 401K PLAN against other 401(k) plans on the plan type page, or view plans in South Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 570833391.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.