401(k) · DOL Form 5500 · 2024
Jax Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 401
- Participants Below avg headcount
- 38th
- Percentile by assets National rank
- $9,546
- Avg per participant Low balance/head
Official DOL plan name: Jax Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Jax Inc · Colorado · Retail Trade
$4M in assets, 401 participants
Jax Inc's Jax Inc 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 401 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #3,923 in Retail Trade (8,048 peers)
Jax Inc multi-year trail
Jax Inc's plans moved +12.1% in assets from 2022 to 2024; this filing shows Jax Inc 401(k) Profit Sharing Plan and Trust at $4M / 401 participants.
- #3,923
- in Retail Trade (8,048 peers)
- -0.4%
- assets change YoY
The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jax Inc 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers
Jax Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,827,925 38th percentile higher than 38% 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
Jax Inc 401(k) Profit Sharing 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. Jax Inc 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (401 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jax Inc 401(k) Profit Sharing Plan and Trust reported net income fell from $433K in the plan year 2023 filing to -$16K in the plan year 2024 filing.
- Jax Inc 401(k) Profit Sharing Plan and Trust reported participants fell from 558 in the plan year 2023 filing to 401 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 841087636 · Jax Inc PY 2024 · 401(k)
Jax Inc 401(k) Profit Sharing Plan and Trust · $4M · 401 · 38th
- EIN $4M
- EIN 401
- EIN 38th
- EIN 401(k)
- EIN near Brandenburg Industrial Service Company Hourly Profit Sharing and 401(k) Plan
- EIN ind #3923
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 Colorado →
Jax Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Jax Inc multi-year asset trail
Sponsor-wide plan assets over time
All Jax Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 12.135111238337586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 511 | $4M |
| 2023 | 2 | 835 | $4M |
| 2024 | 2 | 623 | $4M |
Jax Inc filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$16K |
| Employer EIN | 841087636 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Jax Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Brandenburg Industrial Service Company Hourly Profit Sharing and 401(k) Plan in IL ($4M); by covered participants it is Kiel Center 401(k) Plan in MO (401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (401 participants); asset peers above are excluded.
- Kiel Center 401(k) Plan (MO) 401 · 0 off
- Viaflex 401(k) Plan (SD) 401 · 0 off
- Barr Brands International, Inc. 401(k) Plan (TN) 401 · 0 off
- Drata Inc. 401(k) Plan (CA) 401 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.