401(k) · DOL Form 5500 · 2024
Jay Franco & Sons, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $84,481
- Avg per participant Below avg balance/head
Official DOL plan name: Jay Franco & Sons, Inc. Profit Sharing Plan · Sponsored by Jay Franco & Sons, Inc. · New York · Wholesale Trade
$9M in assets, 103 participants
Jay Franco & Sons, Inc.'s Jay Franco & Sons, Inc. Profit Sharing Plan reported $9M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #2,648 in Wholesale Trade (6,080 peers)
Coverage in New York
Jay Franco & Sons, Inc. Profit Sharing Plan covers 103 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $9M.
- #2,648
- in Wholesale Trade (6,080 peers)
- +17.5%
- assets growth YoY
Jay Franco & Sons, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
Jay Franco & Sons, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,701,557 Top 47% higher than 53% 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
Jay Franco & Sons, Inc. Profit Sharing 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. Jay Franco & Sons, Inc. Profit Sharing Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jay Franco & Sons, Inc. Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Jay Franco & Sons, Inc. Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Jay Franco & Sons, Inc. Profit Sharing Plan reported participants rose from 99 in the plan year 2023 filing to 103 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 132501133 · Jay Franco & Sons, Inc. PY 2024 · 401(k)
Jay Franco & Sons, Inc. Profit Sharing Plan · $9M · 103 · 53rd
- NET $9M
- BOOK 103
- VS-ST 53rd
- BOY 401(k)
- SCH near Peterson Enterprises, Inc. 401(k) Savings Plan and Trust
- EBSA ind #2648
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 Wholesale Trade retirement plans → · Plans in New York →
Jay Franco & Sons, Inc. Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 132501133 |
| Plan Effective Date | 1974-04-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jay Franco & Sons, Inc.)
Sponsor-wide plan assets over time
All Jay Franco & Sons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 33.719999837635% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 184 | $8M |
| 2023 | 2 | 184 | $9M |
| 2024 | 2 | 184 | $11M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Jay Franco & Sons, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Peterson Enterprises, Inc. 401(k) Savings Plan and Trust in MO ($9M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.
- Chrysalis House Inc 401(k) Profit Sharing Plan & Trust (MD) 103 · 0 off
- North Valley Endodontics P. a. (AZ) 103 · 0 off
- Servicetec International, Inc. 401(k) Plan (VA) 103 · 0 off
- Regional One, Inc. (FL) 103 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.