401(k) · DOL Form 5500 · 2024

J D Captial Partners LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust · Sponsored by J D Captial Partners LLC · Massachusetts · Professional & Technical Services

$1M in assets, 1 participants

J D Captial Partners LLC's J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,816 in Professional & Technical Services (20,173 peers)

J D Captial Partners LLC multi-year trail

J D Captial Partners LLC's plans moved +56.0% in assets from 2022 to 2024; this filing shows J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust at $1M / 1 participant.

#3,816
in Professional & Technical Services (20,173 peers)
+22.4%
assets growth YoY

J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,095,911 24th percentile higher than 24% 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

J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $895K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 020556477 · J D Captial Partners LLC PY 2024 · 401(k)

J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust · $1M · 1 · 24th

  • TYPE $1M
  • TYPE 1
  • TYPE 24th
  • TYPE 401(k)
  • TYPE near Loanzer Company 401(k)
  • TYPE ind #3816

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 Massachusetts →

J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

J D Captial Partners LLC 401(k) Profit Sharing Plan & TrustJ D Captial Partners LLC 401…$1MLoanzer Company 401(k)$1MGreen Daisy Inc. 401(k) Profit Sharing PlanGreen Daisy Inc. 401(k) Prof…$1MThe Structures Group, Inc. 401(k) Profit Sharing PlanThe Structures Group, Inc. 4…$1MFlatirons Marketing and Print Services Inc. 401(k) PlanFlatirons Marketing and Prin…$1M
End-of-year total assets ($M) among J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

J D Captial Partners LLC multi-year asset trail

Sponsor-wide plan assets over time

All J D Captial Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 55.99712463702101% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.7M $1.1M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 1 $703K
2023 1 1 $895K
2024 1 1 $1M

J D Captial Partners LLC filing trail (2024)

Total Assets (Beginning of Year)$895K
Net Assets (End of Year)$1M
Net Income$201K
Employer EIN020556477
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001095911 · Participants: 1J D Captial Partners LLC 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Loanzer Company 401(k) in CA ($1M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 22.4% during 2024, from $895K to $1M. Reported net income was $201K.
How have J D Captial Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J D Captial Partners LLC's sponsor-wide assets grew 56.0%, from $703K to $1M.
Where does J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Loanzer Company 401(k) in CA ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to J D Captial Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 020556477.

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.