401(k) · DOL Form 5500 · 2024

J.S. Held LLC 401(k) Plan

Data updated 2026-08-25

$175M
Total assets Near avg plan size
1,303
Participants Near avg headcount
94th
Percentile by assets National rank
$134,189
Avg per participant Near avg balance/head
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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.

  • #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.

#19,121
in Professional & Technical Services (20,173 peers)
+31.3%
assets growth YoY
1.8×
vs typical plan assets (national mean)

J.S. Held LLC 401(k) Profit Sharing Plan's outsized position by total assets

J.S. Held LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$174,847,652 Top 6% higher than 94% 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

J.S. Held LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.S. Held LLC 401(k) Profit Sharing Plan lands in the large band (1,303 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 473291463 · J.S. Held LLC PY 2024 · 401(k)

J.S. Held LLC 401(k) Profit Sharing Plan · $175M · 1,303 · 94th

  • IND $175M
  • EOY 1,303
  • 5500 94th
  • ASSETS 401(k)
  • PCT near Availity, L.L.C. 401(k) Retirement Savings Plan
  • EIN ind #19121

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 New York →

J.S. Held LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Ws Audiology USA, Inc. Savings PlanWs Audiology USA, Inc. Savin…$175MJ.S. Held LLC 401(k) Profit Sharing PlanJ.S. Held LLC 401(k) Profit …$175MAvaility, L.L.C. 401(k) Retirement Savings PlanAvaility, L.L.C. 401(k) Reti…$175MJfc International Inc. Savings and Profit Sharing PlanJfc International Inc. Savin…$175MCascades 401(k) Savings and Retirement PlanCascades 401(k) Savings and …$175M
End-of-year total assets ($M) among J.S. Held LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$175M
Net Income$42M
Employer EIN473291463
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.S. Held LLC)

Sponsor-wide plan assets over time

All J.S. Held LLC plans reported in each filing year

Latest sponsor-wide plan assets
$175M 90.26637061975306% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $91.9M $175M ▲ +90.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants J.S. Held LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.174847652 · Participants: 1303J.S. Held LLC 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
J.S. Held LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare J.S. Held LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

J.S. Held LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Availity, L.L.C. 401(k) Retirement Savings Plan in FL ($175M); by covered participants it is Centralsquare Technologies 401(k) Plan in FL (1,303 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($175M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,303 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 J.S. Held LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
J.S. Held LLC 401(k) Profit Sharing Plan surged - up 31.3% during 2024, from $133M to $175M. Reported net income was $42M.
How have J.S. Held LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.S. Held LLC's sponsor-wide assets grew 90.3%, from $92M to $175M.
Where does J.S. Held LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
J.S. Held LLC 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to J.S. Held LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Availity, L.L.C. 401(k) Retirement Savings Plan in FL ($175M, 1,491 participants).
Which 401(k) plans cover a similar participant headcount to J.S. Held LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centralsquare Technologies 401(k) Plan in FL (1,303 participants, $169M 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 473291463.

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.