401(k) · DOL Form 5500 · 2024

Jrb Capital Holdings Corp 401(k) Plan

Data updated 2026-08-25

$39K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$39,019
Avg per participant Low balance/head
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Official DOL plan name: Jrb Capital Holdings Corp 401(k) Plan · Sponsored by Jrb Capital Holdings Corp · New York · Finance & Insurance

$39K in assets, 1 participants

Jrb Capital Holdings Corp's Jrb Capital Holdings Corp 401(k) Plan reported $39K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.

  • #159 in Finance & Insurance (8,549 peers)

Jrb Capital Holdings Corp multi-year trail

Jrb Capital Holdings Corp's plans moved -70.6% in assets from 2022 to 2024; this filing shows Jrb Capital Holdings Corp 401(k) Plan at $39K / 1 participant.

#159
in Finance & Insurance (8,549 peers)
-14.2%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jrb Capital Holdings Corp 401(k) Plan among the smaller filed plans by assets

Jrb Capital Holdings Corp 401(k) Plan vs every filed plan by assets

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

$39,019 3rd percentile higher than 3% 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

Jrb Capital Holdings Corp 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jrb Capital Holdings Corp 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jrb Capital Holdings Corp 401(k) Plan reported net income rose from -$87K in the plan year 2023 filing to -$6K in the plan year 2024 filing.
  • Jrb Capital Holdings Corp 401(k) Plan end-of-year assets fell from $46K in the plan year 2023 filing to $39K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 844518506 · Jrb Capital Holdings Corp PY 2024 · 401(k)

Jrb Capital Holdings Corp 401(k) Plan · $39K · 1 · 3rd

  • IND $39K
  • IND 1
  • IND 3rd
  • IND 401(k)
  • IND near Eph32021 Inc. 401(k) Plan
  • IND ind #159

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 Finance & Insurance retirement plans → · Plans in New York →

Jrb Capital Holdings Corp 401(k) Plan in the asset neighbourhood

Jrb Capital Holdings Corp 401(k) PlanJrb Capital Holdings Corp 40…$39KEph32021 Inc. 401(k) Plan$39KSound Street, Inc. 401(k) PlanSound Street, Inc. 401(k) Pl…$39KPlaya Norte Investments Co. 401(k) PlanPlaya Norte Investments Co. …$39KLongs Peak Business Solutions & Services, Inc. 401(k) Profit Sharing PlanLongs Peak Business Solution…$39K
End-of-year total assets ($M) among Jrb Capital Holdings Corp 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jrb Capital Holdings Corp multi-year asset trail

Sponsor-wide plan assets over time

All Jrb Capital Holdings Corp plans reported in each filing year

Latest sponsor-wide plan assets
$39K 70.6372379332661% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.13M $0.04M ▼ -69.2%
Year Plans Participants Total Assets
2022 1 1 $133K
2023 1 1 $46K
2024 1 1 $39K

Jrb Capital Holdings Corp filing trail (2024)

Total Assets (Beginning of Year)$46K
Net Assets (End of Year)$39K
Net Income-$6K
Employer EIN844518506
Plan Effective Date2020-01-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Jrb Capital Holdings Corp 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jrb Capital Holdings Corp 401(k) Plan, Total assets ($B): 0.000039019 · Participants: 1Jrb Capital Holdings Corp 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Jrb Capital Holdings Corp 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jrb Capital Holdings Corp 401(k) Plan side-by-side with 3 peers →

Jrb Capital Holdings Corp 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Eph32021 Inc. 401(k) Plan in AL ($39K); 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 Jrb Capital Holdings Corp 401(k) Plan assets move in 2024? ▼
Jrb Capital Holdings Corp 401(k) Plan pulled back noticeably - down 14.2% during 2024, from $46K to $39K. Reported net income was -$6K.
How have Jrb Capital Holdings Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jrb Capital Holdings Corp's sponsor-wide assets declined 70.6%, from $133K to $39K.
Where does Jrb Capital Holdings Corp 401(k) Plan rank by assets among Form 5500 filers? ▼
Jrb Capital Holdings Corp 401(k) Plan ranks in the 3rd 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 Jrb Capital Holdings Corp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eph32021 Inc. 401(k) Plan in AL ($39K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Jrb Capital Holdings Corp 401(k) Plan? ▼
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 844518506.

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.