401(k) · DOL Form 5500 · 2024

J & B Group Inc. 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
637
Participants Below avg headcount
90th
Percentile by assets National rank
$150,676
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J & B Group, Inc. 401(k) Plan and Trust · Sponsored by J & B Group Inc. · Minnesota · Wholesale Trade

$96M in assets, 637 participants

J & B Group Inc.'s J & B Group, Inc. 401(k) Plan and Trust reported $96M in total assets and 637 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,588 in Wholesale Trade (6,080 peers)

Where J & B Group, Inc. 401(k) Plan and Trust sits by assets

J & B Group, Inc. 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $96M for 637 participants (~$150,676/participant), up 6.0% in 2024.

#5,588
in Wholesale Trade (6,080 peers)
+6.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

J & B Group, Inc. 401(k) Plan and Trust's outsized position by total assets

J & B Group, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$95,980,891 Top 10% higher than 90% 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 & B Group, Inc. 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J & B Group, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (637 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J & B Group, Inc. 401(k) Plan and Trust reported net income fell from $14M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • J & B Group, Inc. 401(k) Plan and Trust end-of-year assets rose from $91M in the plan year 2023 filing to $96M in the plan year 2024 filing.
  • J & B Group, Inc. 401(k) Plan and Trust reported participants fell from 648 in the plan year 2023 filing to 637 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 411806598 · J & B Group Inc. PY 2024 · 401(k)

J & B Group, Inc. 401(k) Plan and Trust · $96M · 637 · 90th

  • SCH $96M
  • EBSA 637
  • PART 90th
  • TYPE 401(k)
  • NET near Harbor Capital Advisors, Inc. 401(k) Plan
  • BOOK ind #5588

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 Minnesota →

J & B Group, Inc. 401(k) Plan and Trust in the asset neighbourhood

Verra Mobility 401(k) Plan$96MMacallister Retirement Savings PlanMacallister Retirement Savin…$96MJ & B Group, Inc. 401(k) Plan and TrustJ & B Group, Inc. 401(k) Pla…$96MHarbor Capital Advisors, Inc. 401(k) PlanHarbor Capital Advisors, Inc…$96MCrouse Hospital 401(k) Retirement Plan forCrouse Hospital 401(k) Retir…$96M
End-of-year total assets ($M) among J & B Group, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$96M
Net Income$5M
Employer EIN411806598
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J & B Group Inc.)

Sponsor-wide plan assets over time

All J & B Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$96M 25.194301434739724% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $76.7M $96M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 674 $77M
2023 1 648 $91M
2024 1 637 $96M

Nearby 401(k) Plans in Minnesota

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

J & B Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants J & B Group, Inc. 401(k) Plan and Trust, Total assets ($B): 0.095980891 · Participants: 637J & B Group, Inc. 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
J & B Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare J & B Group, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

J & B Group, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Harbor Capital Advisors, Inc. 401(k) Plan in IL ($96M); by covered participants it is Metrolina Greenhouses, Inc. Profit Sharing Plan in NC (637 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($96M here).

Similar participant headcount

Nearest other-state filings by covered participants (637 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 J & B Group, Inc. 401(k) Plan and Trust assets move in 2024? ▼
J & B Group, Inc. 401(k) Plan and Trust grew at a solid clip - up 6.0% during 2024, from $91M to $96M. Reported net income was $5M.
How have J & B Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J & B Group Inc.'s sponsor-wide assets grew 25.2%, from $77M to $96M.
Where does J & B Group, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
J & B Group, Inc. 401(k) Plan and Trust ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to J & B Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Harbor Capital Advisors, Inc. 401(k) Plan in IL ($96M, 224 participants).
Which 401(k) plans cover a similar participant headcount to J & B Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Metrolina Greenhouses, Inc. Profit Sharing Plan in NC (637 participants, $73M 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 411806598.

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.