401(k) · DOL Form 5500 · 2024
J.S. Held LLC 401(k) Plan
Data updated 2026-08-11
- $175M
- Total assets
- 1,303
- Participants
- 94th
- Percentile by assets
- $134,189
- Avg per participant
Official DOL plan name: J.S. Held LLC 401(k) Profit Sharing Plan · Sponsored by J.S. Held LLC · New York · Professional & Technical Services
$175M in assets, 1,303 participants
J.S. Held LLC's J.S. Held LLC 401(k) Profit Sharing Plan reported $175M in total assets and 1,303 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.
- 94th percentile by assets (of 123,622 plans)
- #19,121 in Professional & Technical Services (20,173 peers)
Where J.S. Held LLC 401(k) Profit Sharing Plan sits by assets
J.S. Held LLC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $175M for 1,303 participants (~$134,189/participant), up 31.3% in 2024.
- $175M
- total plan assets (2024 EOY)
- 1,303
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $134,189
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J.S. Held LLC 401(k) Profit Sharing Plan end-of-year assets rose from $133M in the plan year 2023 filing to $175M in the plan year 2024 filing.
- J.S. Held LLC 401(k) Profit Sharing Plan reported participants rose from 1,256 in the plan year 2023 filing to 1,303 in the plan year 2024 filing.
- J.S. Held LLC 401(k) Profit Sharing Plan reported net income rose from $41M in the plan year 2023 filing to $42M in the plan year 2024 filing.
J.S. Held LLC 401(k) Profit Sharing Plan vs the 2024 asset distribution
By assets, J.S. Held LLC 401(k) Profit Sharing Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $133M |
|---|---|
| Net Assets (End of Year) | $175M |
| Net Income | $42M |
| Employer EIN | 473291463 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.S. Held LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,043 | $92M |
| 2023 | 1 | 1,256 | $133M |
| 2024 | 1 | 1,303 | $175M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
J.S. Held LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to J.S. Held LLC 401(k) Profit Sharing Plan by total assets, not by location.
- Availity, L.L.C. 401(k) Retirement Savings Plan (FL) $175M · 1,491
- Jfc International Inc. Savings and Profit Sharing Plan (CA) $175M · 717
- Cascades 401(k) Savings and Retirement Plan (NJ) $175M · 1,517
- Ws Audiology USA, Inc. Savings Plan (NJ) $175M · 1,636
Frequently Asked Questions
How did J.S. Held LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
How have J.S. Held LLC plan assets changed over time? ▼
Where does J.S. Held LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for J.S. Held LLC 401(k) Profit Sharing Plan
Scale reading
Ways to act on J.S. Held LLC 401(k) Profit Sharing Plan's numbers.
- By total assets, J.S. Held LLC 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- J.S. Held LLC's sponsor-wide assets have grown 90.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans