401(k) · DOL Form 5500 · 2024
Jo-Ann Stores, LLC 401(k) Plan
Data updated 2026-08-25
- $183M
- Total assets Near avg plan size
- 19,582
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $9,320
- Avg per participant Low balance/head
Official DOL plan name: Jo-Ann Stores, LLC 401(k) Savings Plan · Sponsored by Jo-Ann Stores, LLC · Ohio · Retail Trade
$183M in assets, 19,582 participants
Jo-Ann Stores, LLC's Jo-Ann Stores, LLC 401(k) Savings Plan reported $183M in total assets and 19,582 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #7,761 in Retail Trade (8,048 peers)
Coverage in Ohio
Jo-Ann Stores, LLC 401(k) Savings Plan covers 19,582 participants in Ohio, 26x the typical Ohio plan (state average ~765 per filing). Assets: $183M.
- #7,761
- in Retail Trade (8,048 peers)
- -0.1%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $268K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jo-Ann Stores, LLC 401(k) Savings Plan's outsized position by total assets
Jo-Ann Stores, LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$182,510,347 Top 6% higher than 94% 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
Jo-Ann Stores, LLC 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jo-Ann Stores, LLC 401(k) Savings Plan is a mega filing (19,582 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jo-Ann Stores, LLC 401(k) Savings Plan reported net income fell from $16M in the plan year 2023 filing to -$268K in the plan year 2024 filing.
- Jo-Ann Stores, LLC 401(k) Savings Plan reported participants fell from 20,860 in the plan year 2023 filing to 19,582 in the plan year 2024 filing.
- Jo-Ann Stores, LLC 401(k) Savings Plan end-of-year assets fell from $183M in the plan year 2023 filing to $183M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 340720629 · Jo-Ann Stores, LLC PY 2024 · 401(k)
Jo-Ann Stores, LLC 401(k) Savings Plan · $183M · 19,582 · 94th
- PART $183M
- PART 19,582
- PART 94th
- PART 401(k)
- PART near California Advanced Imaging Medical Associates, Inc. Retirement and 401(k) Plan
- PART ind #7761
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 Ohio →
Jo-Ann Stores, LLC 401(k) Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $182M |
| Net Income | -$268K |
| Employer EIN | 340720629 |
| Plan Effective Date | 1975-01-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jo-Ann Stores, LLC)
Sponsor-wide plan assets over time
All Jo-Ann Stores, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $183M 9.642429928506916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22,790 | $166M |
| 2023 | 1 | 20,860 | $183M |
| 2024 | 1 | 19,582 | $183M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Scale composition for Jo-Ann Stores, LLC 401(k) Savings Plan
Jo-Ann Stores, LLC 401(k) Savings Plan reports $183M in end-of-year assets across 19,582 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $9,320 per participant (7% of the national average assets-per-participant) . Net income for plan year 2024 was -$268K.
This plan identity (EIN 340720629, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $166M to $183M (+9.6%) while covered participants moved from 22,790 to 19,582 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 22,790 | $166M | Open filing |
| 2023 | 20,860 | $183M | Open filing |
| 2024 · index core | 19,582 | $183M | This page |
Jo-Ann Stores, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is California Advanced Imaging Medical Associates, Inc. Retirement and 401(k) Plan in CA ($182M); by covered participants it is Amtrak's Retirement Savings Plan for Agreement Employees in DC (19,587 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($183M here).
Similar participant headcount
Nearest other-state filings by covered participants (19,582 participants); asset peers above are excluded.
- Amtrak's Retirement Savings Plan for Agreement Employees (DC) 19,587 · 5 off
- All Metro Health Care 401(k) Profit Sharing Plan and Trust (NY) 19,587 · 5 off
- Trane Technologies Employee Savings Plan (Esp) (NC) 19,674 · 92 off
- Ecolab Savings Plan and ESOP (MN) 19,691 · 109 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.