401(k) · DOL Form 5500 · 2023

J Three Enterprises 401(k) Plan

Data updated 2026-08-25

$428K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$142,589
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J Three Enterprises 401(k) Profit Sharing Plan & Trust · Sponsored by J Three Enterprises · California · Finance & Insurance

$428K in assets, 3 participants

J Three Enterprises's J Three Enterprises 401(k) Profit Sharing Plan & Trust reported $428K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #885 in Finance & Insurance (8,869 peers)

J Three Enterprises multi-year trail

J Three Enterprises's plans moved -80.6% in assets from 2022 to 2023; this filing shows J Three Enterprises 401(k) Profit Sharing Plan & Trust at $428K / 3 participants.

#885
in Finance & Insurance (8,869 peers)
-80.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J Three Enterprises 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

J Three Enterprises 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$427,766 17th percentile higher than 17% 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

J Three Enterprises 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J Three Enterprises 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J Three Enterprises 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • J Three Enterprises 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $2M in the plan year 2022 filing to $428K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201763335 · J Three Enterprises PY 2023 · 401(k)

J Three Enterprises 401(k) Profit Sharing Plan & Trust · $428K · 3 · 17th

  • PART $428K
  • TYPE 3
  • NET 17th
  • BOOK 401(k)
  • VS-ST near Bank of Iberia 401(k) Profit Sharing Plan and Trust
  • BOY ind #885

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 California →

J Three Enterprises 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

J Three Enterprises 401(k) Profit Sharing Plan & TrustJ Three Enterprises 401(k) P…$428KBank of Iberia 401(k) Profit Sharing Plan and TrustBank of Iberia 401(k) Profit…$428KMb&e Inc. 401(k) Plan$428KIcon Contracting Inc 401(k) PlanIcon Contracting Inc 401(k) …$428KCarnes Verona Production Employee 401(k) PlanCarnes Verona Production Emp…$428K
End-of-year total assets ($M) among J Three Enterprises 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J Three Enterprises multi-year asset trail

Sponsor-wide plan assets over time

All J Three Enterprises plans reported in each filing year

Latest sponsor-wide plan assets
$428K 80.59323721730814% vs 2022
2023 filing year
$0M$1M$2M$3M 20222023 $2.2M $0.43M ▼ -80.5%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $428K

J Three Enterprises filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$428K
Net Income-$2M
Employer EIN201763335
Plan Effective Date2011-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

J Three Enterprises 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants J Three Enterprises 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000427766 · Participants: 3J Three Enterprises 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
J Three Enterprises 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

J Three Enterprises 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bank of Iberia 401(k) Profit Sharing Plan and Trust in MO ($428K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($428K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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 J Three Enterprises 401(k) Profit Sharing Plan & Trust assets move in 2023?
J Three Enterprises 401(k) Profit Sharing Plan & Trust contracted severely - down 80.6% during 2023, from $2M to $428K. Reported net income was -$2M.
How have J Three Enterprises plan assets changed over time?
Across 2 plan years on file (2022-2023), J Three Enterprises's sponsor-wide assets declined 80.6%, from $2M to $428K.
Where does J Three Enterprises 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
J Three Enterprises 401(k) Profit Sharing Plan & Trust ranks in the 17th 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 J Three Enterprises 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Bank of Iberia 401(k) Profit Sharing Plan and Trust in MO ($428K, 14 participants).
Which 401(k) plans cover a similar participant headcount to J Three Enterprises 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).