401(k) · DOL Form 5500 · 2023

Jabm Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$301K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$300,604
Avg per participant High balance/head
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Official DOL plan name: Jabm Advisors, Inc. 401(k) Profit Sharing Plan · Sponsored by Jabm Advisors, Inc. · Florida · Other Services

$301K in assets, 1 participants

Jabm Advisors, Inc.'s Jabm Advisors, Inc. 401(k) Profit Sharing Plan reported $301K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,352 in Other Services (7,857 peers)

Jabm Advisors, Inc. multi-year trail

Jabm Advisors, Inc.'s plans moved -29.7% in assets from 2022 to 2024; this filing shows Jabm Advisors, Inc. 401(k) Profit Sharing Plan at $301K / 1 participant.

#2,352
in Other Services (7,857 peers)
-18.9%
assets change YoY

The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jabm Advisors, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jabm Advisors, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$300,604 14th percentile higher than 14% 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

Jabm Advisors, Inc. 401(k) Profit Sharing 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. Jabm Advisors, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jabm Advisors, Inc. 401(k) Profit Sharing Plan reported net income fell from $39K in the plan year 2022 filing to -$70K in the plan year 2023 filing.
  • Jabm Advisors, Inc. 401(k) Profit Sharing Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Jabm Advisors, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $371K in the plan year 2022 filing to $301K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 833925846 · Jabm Advisors, Inc. PY 2023 · 401(k)

Jabm Advisors, Inc. 401(k) Profit Sharing Plan · $301K · 1 · 14th

  • PHOTO $301K
  • PHOTO 1
  • PHOTO 14th
  • PHOTO 401(k)
  • PHOTO near Northumbria Properties Retirement Plan
  • PHOTO ind #2352

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 Other Services retirement plans → · Plans in Florida →

Jabm Advisors, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Jabm Advisors, Inc. 401(k) Profit Sharing PlanJabm Advisors, Inc. 401(k) P…$301KNorthumbria Properties Retirement PlanNorthumbria Properties Retir…$301KDouble G Financing Inc. Retirement PlanDouble G Financing Inc. Reti…$301KDaily's Bayside Enterprises, Inc. 401(k) PlanDaily's Bayside Enterprises,…$301KPacific Custom Products, Inc 401(k) PlanPacific Custom Products, Inc…$301K
End-of-year total assets ($M) among Jabm Advisors, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jabm Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jabm Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$261K 29.715615904793502% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.37M $0.26M ▼ -29.7%
Year Plans Participants Total Assets
2022 1 2 $371K
2023 1 1 $301K
2024 1 1 $261K

Jabm Advisors, Inc. filing trail (2023)

Total Assets (Beginning of Year)$371K
Net Assets (End of Year)$301K
Net Income-$70K
Employer EIN833925846
Plan Effective Date2019-03-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Jabm Advisors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Jabm Advisors, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000300604 · Participants: 1Jabm Advisors, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Jabm Advisors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Jabm Advisors, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jabm Advisors, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Northumbria Properties Retirement Plan in VA ($301K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jabm Advisors, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Jabm Advisors, Inc. 401(k) Profit Sharing Plan declined sharply - down 18.9% during 2023, from $371K to $301K. Reported net income was -$70K.
How have Jabm Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jabm Advisors, Inc.'s sponsor-wide assets declined 29.7%, from $371K to $261K.
Where does Jabm Advisors, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jabm Advisors, Inc. 401(k) Profit Sharing Plan ranks in the 14th 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 Jabm Advisors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northumbria Properties Retirement Plan in VA ($301K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Jabm Advisors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 833925846.

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.