401(k) · DOL Form 5500 · 2024
J&m Family Management, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 361
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $9,530
- Avg per participant Low balance/head
Official DOL plan name: J&m Family Management, LLC 401(k) Plan · Sponsored by J&m Family Management, LLC · Texas · Healthcare & Social Assistance
$3M in assets, 361 participants
J&m Family Management, LLC's J&m Family Management, LLC 401(k) Plan reported $3M in total assets and 361 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,241 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
J&m Family Management, LLC 401(k) Plan holds $3M for 361 participants - about $9,530 per participant, in the lower half of filed plans by assets.
- #6,241
- in Healthcare & Social Assistance (16,916 peers)
- -7.5%
- assets change YoY
The plan reported a net loss of $277K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J&m Family Management, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
J&m Family Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,440,248 36th percentile higher than 36% 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
J&m Family Management, LLC 401(k) Plan 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. J&m Family Management, LLC 401(k) Plan sits mid-pack in the medium band (361 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J&m Family Management, LLC 401(k) Plan reported net income fell from $292K in the plan year 2023 filing to -$277K in the plan year 2024 filing.
- J&m Family Management, LLC 401(k) Plan reported participants rose from 240 in the plan year 2023 filing to 361 in the plan year 2024 filing.
- J&m Family Management, LLC 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 263169829 · J&m Family Management, LLC PY 2024 · 401(k)
J&m Family Management, LLC 401(k) Plan · $3M · 361 · 36th
- SCH $3M
- SCH 361
- SCH 36th
- SCH 401(k)
- SCH near Lindal North America, Inc 401(k) Plan
- SCH ind #6241
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
J&m Family Management, LLC 401(k) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$277K |
| Employer EIN | 263169829 |
| Plan Effective Date | 2010-02-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J&m Family Management, LLC)
Sponsor-wide plan assets over time
All J&m Family Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 0.4258156309103557% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 248 | $3M |
| 2023 | 1 | 240 | $4M |
| 2024 | 1 | 361 | $3M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
J&m Family Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Lindal North America, Inc 401(k) Plan in IN ($3M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (361 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Lindal North America, Inc 401(k) Plan (IN) $3M · 98
- Turbine Technologies, Inc. 401(k) Plan (CT) $3M · 65
- Davidson Logistics Retirement Plan (MO) $3M · 131
- Dfi Services LLC 401(k) Plan (NY) $3M · 12
Similar participant headcount
Nearest other-state filings by covered participants (361 participants); asset peers above are excluded.
- Advantage Engineers, LLC 401(k) Plan (MD) 361 · 0 off
- Nexsen Pruet 401(k) Profit Sharing Plan (SC) 361 · 0 off
- Tae Technologies, Inc. 401(k) Plan (CA) 361 · 0 off
- Friedman Management Company 401(k) Plan (MI) 361 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.