401(k) · DOL Form 5500 · 2024

Jt and Associates, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
11
Participants Small participant base
26th
Percentile by assets National rank
$123,280
Avg per participant Near avg balance/head
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Official DOL plan name: Jt and Associates, LLC 401(k) Plan · Sponsored by Jt and Associates, LLC · Wisconsin · Professional & Technical Services

$1M in assets, 11 participants

Jt and Associates, LLC's Jt and Associates, LLC 401(k) Plan reported $1M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,219 in Professional & Technical Services (20,173 peers)

Jt and Associates, LLC multi-year trail

Jt and Associates, LLC's plans moved +13.2% in assets from 2022 to 2024; this filing shows Jt and Associates, LLC 401(k) Plan at $1M / 11 participants.

#4,219
in Professional & Technical Services (20,173 peers)
+2.3%
assets growth YoY

Jt and Associates, LLC 401(k) Plan among the smaller filed plans by assets

Jt and Associates, LLC 401(k) Plan vs every filed plan by assets

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

$1,356,079 26th percentile higher than 26% 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

Jt and Associates, LLC 401(k) 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. Jt and Associates, LLC 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jt and Associates, LLC 401(k) Plan reported net income fell from $128K in the plan year 2023 filing to $30K in the plan year 2024 filing.
  • Jt and Associates, LLC 401(k) Plan reported participants rose from 9 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Jt and Associates, LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 261588174 · Jt and Associates, LLC PY 2024 · 401(k)

Jt and Associates, LLC 401(k) Plan · $1M · 11 · 26th

  • IND $1M
  • EOY 11
  • 5500 26th
  • ASSETS 401(k)
  • PCT near Dee King Trucking 401(k) Plan
  • EIN ind #4219

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 Wisconsin →

Jt and Associates, LLC 401(k) Plan in the asset neighbourhood

Jt and Associates, LLC 401(k) PlanJt and Associates, LLC 401(k…$1MDee King Trucking 401(k) Plan$1MAim27, Inc. 401(k) Plan$1MDouglas H. Nesbit, Md PC 401(k) PlanDouglas H. Nesbit, Md PC 401…$1MRicoma International Corporati 401(k) Profit Sharing Plan & TrustRicoma International Corpora…$1M
End-of-year total assets ($M) among Jt and Associates, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jt and Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Jt and Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 13.1558547650776% vs 2022
2024 filing year
$1.15M$1.2M$1.25M$1.3M$1.35M$1.4M 202220232024 $1.2M $1.36M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 9 $1M
2024 1 11 $1M

Jt and Associates, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$30K
Employer EIN261588174
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Jt and Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Jt and Associates, LLC 401(k) Plan, Total assets ($B): 0.001356079 · Participants: 11Jt and Associates, LLC 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Jt and Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Jt and Associates, LLC 401(k) Plan side-by-side with 3 peers →

Jt and Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Dee King Trucking 401(k) Plan in TX ($1M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Jt and Associates, LLC 401(k) Plan assets move in 2024? ▼
Jt and Associates, LLC 401(k) Plan edged up modestly - up 2.3% during 2024, from $1M to $1M. Reported net income was $30K.
How have Jt and Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jt and Associates, LLC's sponsor-wide assets grew 13.2%, from $1M to $1M.
Which 401(k) plans are similar in size to Jt and Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dee King Trucking 401(k) Plan in TX ($1M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Jt and Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 261588174.

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.