401(k) · DOL Form 5500 · 2024

Jmj Associates, LLP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
51
Participants Small participant base
59th
Percentile by assets National rank
$227,018
Avg per participant Above avg balance/head
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Official DOL plan name: Jmj Associates, LLP US Employee Retirement Plan · Sponsored by Jmj Associates, LLP · Texas · Professional & Technical Services

$12M in assets, 51 participants

Jmj Associates, LLP's Jmj Associates, LLP US Employee Retirement Plan reported $12M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,577 in Professional & Technical Services (20,173 peers)

Jmj Associates, LLP multi-year trail

Jmj Associates, LLP's plans moved +16.1% in assets from 2022 to 2024; this filing shows Jmj Associates, LLP US Employee Retirement Plan at $12M / 51 participants.

#11,577
in Professional & Technical Services (20,173 peers)
-7.7%
assets change YoY

The plan reported a net loss of $967K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jmj Associates, LLP US Employee Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jmj Associates, LLP US Employee Retirement Plan vs every filed plan by assets

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

$11,577,911 Top 41% higher than 59% 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

Jmj Associates, LLP US Employee Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jmj Associates, LLP US Employee Retirement Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jmj Associates, LLP US Employee Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$967K in the plan year 2024 filing.
  • Jmj Associates, LLP US Employee Retirement Plan end-of-year assets fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Jmj Associates, LLP US Employee Retirement Plan reported participants fell from 55 in the plan year 2023 filing to 51 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 452974282 · Jmj Associates, LLP PY 2024 · 401(k)

Jmj Associates, LLP US Employee Retirement Plan · $12M · 51 · 59th

  • VS-ST $12M
  • BOY 51
  • SCH 59th
  • EBSA 401(k)
  • PART near Finger Lakes Community Health 401(k) Profit Sharing Plan
  • TYPE ind #11577

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 Texas →

Jmj Associates, LLP US Employee Retirement Plan in the asset neighbourhood

Jmj Associates, LLP US Employee Retirement PlanJmj Associates, LLP US Emplo…$12MFinger Lakes Community Health 401(k) Profit Sharing PlanFinger Lakes Community Healt…$12MM. Argueso & Co., Inc. 401(k) Plan & TrustM. Argueso & Co., Inc. 401(k…$12MAvante Group, Inc. 401(k) PlanAvante Group, Inc. 401(k) Pl…$12MRevel Systems, Inc 401(k) PlanRevel Systems, Inc 401(k) Pl…$12M
End-of-year total assets ($M) among Jmj Associates, LLP US Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jmj Associates, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Jmj Associates, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$12M 16.09631997506788% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.97M $11.6M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 34 $10M
2023 1 55 $13M
2024 1 51 $12M

Jmj Associates, LLP filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$967K
Employer EIN452974282
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Jmj Associates, LLP US Employee Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jmj Associates, LLP US Employee Retirement Plan, Total assets ($B): 0.011577911 · Participants: 51Jmj Associates, LLP US Employee Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Jmj Associates, LLP US Employee Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jmj Associates, LLP US Employee Retirement Plan side-by-side with 3 peers →

Jmj Associates, LLP US Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Finger Lakes Community Health 401(k) Profit Sharing Plan in NY ($12M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Jmj Associates, LLP US Employee Retirement Plan assets move in 2024? ▼
Jmj Associates, LLP US Employee Retirement Plan pulled back noticeably - down 7.7% during 2024, from $13M to $12M. Reported net income was -$967K.
How have Jmj Associates, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jmj Associates, LLP's sponsor-wide assets grew 16.1%, from $10M to $12M.
Which 401(k) plans are similar in size to Jmj Associates, LLP US Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Finger Lakes Community Health 401(k) Profit Sharing Plan in NY ($12M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Jmj Associates, LLP US Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants, $12M 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 452974282.

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.