401(k) · DOL Form 5500 · 2024
Jim Ellis Atlanta, Inc. 401(k) Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 1,395
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $44,764
- Avg per participant Low balance/head
Official DOL plan name: Jim Ellis Atlanta, Inc. 401(k) Plan · Sponsored by Jim Ellis Atlanta, Inc. · Georgia · Retail Trade
$62M in assets, 1,395 participants
Jim Ellis Atlanta, Inc.'s Jim Ellis Atlanta, Inc. 401(k) Plan reported $62M in total assets and 1,395 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #7,441 in Retail Trade (8,048 peers)
Where Jim Ellis Atlanta, Inc. 401(k) Plan sits by assets
Jim Ellis Atlanta, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $62M for 1,395 participants (~$44,764/participant), up 17.6% in 2024.
- #7,441
- in Retail Trade (8,048 peers)
- +17.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Jim Ellis Atlanta, Inc. 401(k) Plan's outsized position by total assets
Jim Ellis Atlanta, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$62,445,244 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Jim Ellis Atlanta, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jim Ellis Atlanta, Inc. 401(k) Plan lands in the large band (1,395 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jim Ellis Atlanta, Inc. 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Jim Ellis Atlanta, Inc. 401(k) Plan end-of-year assets rose from $53M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- Jim Ellis Atlanta, Inc. 401(k) Plan reported participants rose from 1,282 in the plan year 2023 filing to 1,395 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 581500444 · Jim Ellis Atlanta, Inc. PY 2024 · 401(k)
Jim Ellis Atlanta, Inc. 401(k) Plan · $62M · 1,395 · 86th
- NET $62M
- NET 1,395
- NET 86th
- NET 401(k)
- NET near System Studies & Simulation, Inc. 401(k) and Profit Sharing/Retirement Plan
- NET ind #7441
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 Georgia →
Jim Ellis Atlanta, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $9M |
| Employer EIN | 581500444 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jim Ellis Atlanta, Inc.)
Sponsor-wide plan assets over time
All Jim Ellis Atlanta, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 37.53749834177052% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,219 | $45M |
| 2023 | 1 | 1,282 | $53M |
| 2024 | 1 | 1,395 | $62M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Jim Ellis Atlanta, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is System Studies & Simulation, Inc. 401(k) and Profit Sharing/Retirement Plan in AL ($62M); by covered participants it is American Hockey League/Professional Hockey Players Association 401(k) Plan in (1,395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,395 participants); asset peers above are excluded.
- American Hockey League/Professional Hockey Players Association 401(k) Plan () 1,395 · 0 off
- Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan (NC) 1,395 · 0 off
- The Bob Jones University Retirement Fund (SC) 1,395 · 0 off
- Howard Industries, Inc. 401(k) Bargaining Employees Retirement Savings Plan (MS) 1,395 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.