401(k) · DOL Form 5500 · 2024

S. Joseph & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
49
Participants Small participant base
54th
Percentile by assets National rank
$188,919
Avg per participant Above avg balance/head
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Official DOL plan name: S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan · Sponsored by S. Joseph & Sons, Inc. · Iowa · Retail Trade

$9M in assets, 49 participants

S. Joseph & Sons, Inc.'s S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan reported $9M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,191 in Retail Trade (8,048 peers)

What the 2024 filing shows

S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan holds $9M for 49 participants - about $188,919 per participant, above the median plan by assets.

#5,191
in Retail Trade (8,048 peers)
-7.5%
assets change YoY

The plan reported a net loss of $747K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,257,055 Top 46% higher than 54% of 123,620 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 2024

S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$747K in the plan year 2024 filing.
  • S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan reported participants fell from 51 in the plan year 2023 filing to 49 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 420348820 · S. Joseph & Sons, Inc. PY 2024 · 401(k)

S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan · $9M · 49 · 54th

  • BOY $9M
  • BOY 49
  • BOY 54th
  • BOY 401(k)
  • BOY near John Mullen & Co. Inc. 401(k) Retirement Savings Plan - Plan a
  • BOY ind #5191

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 Retail Trade retirement plans → · Plans in Iowa →

S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan in the asset neighbourhood

S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing PlanS. Joseph & Sons, Inc. Emplo…$9MJohn Mullen & Co. Inc. 401(k) Retirement Savings Plan - Plan aJohn Mullen & Co. Inc. 401(k…$9MContec, LLC 401(k) Profit Sharing PlanContec, LLC 401(k) Profit Sh…$9MFreddy's Frozen Custard 401(k) PlanFreddy's Frozen Custard 401(…$9MSt. James Hospital 401(k) PlanSt. James Hospital 401(k) Pl…$9M
End-of-year total assets ($M) among S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$747K
Employer EIN420348820
Plan Effective Date1965-01-25
Filing StatusFILING RECEIVED

Sponsor Plan History (S. Joseph & Sons, Inc.)

Sponsor-wide plan assets over time

All S. Joseph & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 7.717530635954378% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.59M $9.26M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 52 $9M
2023 1 51 $10M
2024 1 49 $9M

Nearby 401(k) Plans in Iowa

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

S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan, Total assets ($B): 0.009257055 · Participants: 49S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan side-by-side with 3 peers →

S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is John Mullen & Co. Inc. 401(k) Retirement Savings Plan - Plan a in HI ($9M); by covered participants it is The Bazooka 401(k) Savings and Investment Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan assets move in 2024? ▼
S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan pulled back noticeably - down 7.5% during 2024, from $10M to $9M. Reported net income was -$747K.
How have S. Joseph & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S. Joseph & Sons, Inc.'s sponsor-wide assets grew 7.7%, from $9M to $9M.
Which 401(k) plans are similar in size to S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is John Mullen & Co. Inc. 401(k) Retirement Savings Plan - Plan a in HI ($9M, 79 participants).
Which 401(k) plans cover a similar participant headcount to S. Joseph & Sons, Inc. Employees 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bazooka 401(k) Savings and Investment Plan in NY (49 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420348820.

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.