401(k) · DOL Form 5500 · 2023

Jaz Enterprises Az, Inc. 401(k) Plan

Data updated 2026-08-25

$807K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$201,795
Avg per participant Above avg balance/head
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Official DOL plan name: Jaz Enterprises Az, Inc. 401(k) Plan · Sponsored by Jaz Enterprises Az, Inc. · Arizona · Wholesale Trade

$807K in assets, 4 participants

Jaz Enterprises Az, Inc.'s Jaz Enterprises Az, Inc. 401(k) Plan reported $807K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #737 in Wholesale Trade (6,309 peers)

2023 asset change

Jaz Enterprises Az, Inc. 401(k) Plan declined sharply 15.2% in 2023 ($952K → $807K) for 4 participants.

#737
in Wholesale Trade (6,309 peers)
-15.2%
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.

Jaz Enterprises Az, Inc. 401(k) Plan among the smaller filed plans by assets

Jaz Enterprises Az, Inc. 401(k) Plan vs every filed plan by assets

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

$807,180 22nd percentile higher than 22% 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

Jaz Enterprises Az, 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. Jaz Enterprises Az, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jaz Enterprises Az, Inc. 401(k) Plan reported net income fell from $420K in the plan year 2022 filing to -$145K in the plan year 2023 filing.
  • Jaz Enterprises Az, Inc. 401(k) Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Jaz Enterprises Az, Inc. 401(k) Plan end-of-year assets fell from $952K in the plan year 2022 filing to $807K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 852255363 · Jaz Enterprises Az, Inc. PY 2023 · 401(k)

Jaz Enterprises Az, Inc. 401(k) Plan · $807K · 4 · 22nd

  • ASSETS $807K
  • ASSETS 4
  • ASSETS 22nd
  • ASSETS 401(k)
  • ASSETS near Clos Lachance Wines, LLC 401-K Profit Sharing Plan
  • ASSETS ind #737

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 Arizona →

Jaz Enterprises Az, Inc. 401(k) Plan in the asset neighbourhood

Jaz Enterprises Az, Inc. 401(k) PlanJaz Enterprises Az, Inc. 401…$807KClos Lachance Wines, LLC 401-K Profit Sharing PlanClos Lachance Wines, LLC 401…$807KVolume Rate Liquors Inc. 401(k) PlanVolume Rate Liquors Inc. 401…$807KExxum Inc 401(k) Profit Sharing Plan & TrustExxum Inc 401(k) Profit Shar…$807KYorktown Periodontics 401(k) PlanYorktown Periodontics 401(k)…$807K
End-of-year total assets ($M) among Jaz Enterprises Az, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jaz Enterprises Az, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Jaz Enterprises Az, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$968K 1.665416448666469% vs 2022
2024 filing year
$0.75M$0.8M$0.85M$0.9M$0.95M$1M 202220232024 $0.95M $0.97M ▲ +2.1%
Year Plans Participants Total Assets
2022 1 5 $952K
2023 1 4 $807K
2024 1 5 $968K

2023 asset-move particulars

Total Assets (Beginning of Year)$952K
Net Assets (End of Year)$807K
Net Income-$145K
Employer EIN852255363
Plan Effective Date2020-07-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Jaz Enterprises Az, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Jaz Enterprises Az, Inc. 401(k) Plan, Total assets ($B): 0.00080718 · Participants: 4Jaz Enterprises Az, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Jaz Enterprises Az, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Jaz Enterprises Az, Inc. 401(k) Plan side-by-side with 3 peers →

Jaz Enterprises Az, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA ($807K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Jaz Enterprises Az, Inc. 401(k) Plan assets move in 2023? ▼
Jaz Enterprises Az, Inc. 401(k) Plan declined sharply - down 15.2% during 2023, from $952K to $807K. Reported net income was -$145K.
How have Jaz Enterprises Az, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jaz Enterprises Az, Inc.'s sponsor-wide assets grew 1.7%, from $952K to $968K.
Where does Jaz Enterprises Az, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jaz Enterprises Az, Inc. 401(k) Plan ranks in the 22nd 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 Jaz Enterprises Az, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA ($807K, 47 participants).
Which 401(k) plans cover a similar participant headcount to Jaz Enterprises Az, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 852255363.

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.