401(k) · DOL Form 5500 · 2024

J & D Acquisitions, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
712
Participants Below avg headcount
69th
Percentile by assets National rank
$26,420
Avg per participant Low balance/head
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Official DOL plan name: Jim Norton 401(k) Profit Sharing Plan · Sponsored by J & D Acquisitions, Inc. · Oklahoma · Retail Trade

$19M in assets, 712 participants

J & D Acquisitions, Inc.'s Jim Norton 401(k) Profit Sharing Plan reported $19M in total assets and 712 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,419 in Retail Trade (8,048 peers)

J & D Acquisitions, Inc. multi-year trail

J & D Acquisitions, Inc.'s plans moved +52.1% in assets from 2022 to 2024; this filing shows Jim Norton 401(k) Profit Sharing Plan at $19M / 712 participants.

#6,419
in Retail Trade (8,048 peers)
+22.3%
assets growth YoY

Jim Norton 401(k) Profit Sharing Plan's outsized position by total assets

Jim Norton 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,811,031 Top 31% higher than 69% 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

Jim Norton 401(k) 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. Jim Norton 401(k) Profit Sharing Plan sits mid-pack in the medium band (712 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jim Norton 401(k) Profit Sharing Plan reported participants rose from 571 in the plan year 2023 filing to 712 in the plan year 2024 filing.
  • Jim Norton 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Jim Norton 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 731351304 · J & D Acquisitions, Inc. PY 2024 · 401(k)

Jim Norton 401(k) Profit Sharing Plan · $19M · 712 · 69th

  • SCH $19M
  • SCH 712
  • SCH 69th
  • SCH 401(k)
  • SCH near Lorusso Corporation 401(k) Retirement Plan
  • SCH ind #6419

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 Oklahoma →

Jim Norton 401(k) Profit Sharing Plan in the asset neighbourhood

Jim Norton 401(k) Profit Sharing PlanJim Norton 401(k) Profit Sha…$19MLorusso Corporation 401(k) Retirement PlanLorusso Corporation 401(k) R…$19MUnited Methodist Family Services of Virginia, Inc. 401(k) Profit SharingUnited Methodist Family Serv…$19MAmpro Adlink 401(k) Profit Sharing PlanAmpro Adlink 401(k) Profit S…$19MSingh Management Co., LLC 401(k) Profit Sharing Plan and TrustSingh Management Co., LLC 40…$19M
End-of-year total assets ($M) among Jim Norton 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

J & D Acquisitions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J & D Acquisitions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 52.143816149815834% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.4M $18.8M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 540 $12M
2023 1 571 $15M
2024 1 712 $19M

J & D Acquisitions, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN731351304
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Jim Norton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20246 Total assets ($B) Participants Jim Norton 401(k) Profit Sharing Plan, Total assets ($B): 0.018811031 · Participants: 712Jim Norton 401(k) Profit Sharing PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Jim Norton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Jim Norton 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jim Norton 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Lorusso Corporation 401(k) Retirement Plan in MA ($19M); by covered participants it is United Nations Federal Credit Union 401(k) Plan and Trust in NY (712 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (712 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 Jim Norton 401(k) Profit Sharing Plan assets move in 2024? ▼
Jim Norton 401(k) Profit Sharing Plan grew sharply - up 22.3% during 2024, from $15M to $19M. Reported net income was $3M.
How have J & D Acquisitions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J & D Acquisitions, Inc.'s sponsor-wide assets grew 52.1%, from $12M to $19M.
Which 401(k) plans are similar in size to Jim Norton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lorusso Corporation 401(k) Retirement Plan in MA ($19M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Jim Norton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is United Nations Federal Credit Union 401(k) Plan and Trust in NY (712 participants, $159M 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 731351304.

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.