401(k) · DOL Form 5500 · 2024

Joseph J. Magnolia, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
354
Participants Below avg headcount
82nd
Percentile by assets National rank
$117,014
Avg per participant Below avg balance/head
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Official DOL plan name: Magnolia Plumbing Employee 401(k) & Profit Sharing Plan · Sponsored by Joseph J. Magnolia, Inc. · District of Columbia · Construction

$41M in assets, 354 participants

Joseph J. Magnolia, Inc.'s Magnolia Plumbing Employee 401(k) & Profit Sharing Plan reported $41M in total assets and 354 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,257 in Construction (9,039 peers)

Coverage in District of Columbia

Magnolia Plumbing Employee 401(k) & Profit Sharing Plan covers 354 participants in District of Columbia, about 24% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $41M.

#7,257
in Construction (9,039 peers)
+12.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Magnolia Plumbing Employee 401(k) & Profit Sharing Plan's outsized position by total assets

Magnolia Plumbing Employee 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$41,422,797 Top 18% higher than 82% 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

Magnolia Plumbing Employee 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. Magnolia Plumbing Employee 401(k) & Profit Sharing Plan sits mid-pack in the medium band (354 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Magnolia Plumbing Employee 401(k) & Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Magnolia Plumbing Employee 401(k) & Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Magnolia Plumbing Employee 401(k) & Profit Sharing Plan reported participants fell from 367 in the plan year 2023 filing to 354 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 530235163 · Joseph J. Magnolia, Inc. PY 2024 · 401(k)

Magnolia Plumbing Employee 401(k) & Profit Sharing Plan · $41M · 354 · 82nd

  • SCH $41M
  • EBSA 354
  • PART 82nd
  • TYPE 401(k)
  • NET near Visu-Sewer, LLC 401(k) Savings Plan
  • BOOK ind #7257

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 Construction retirement plans → · Plans in District of Columbia →

Magnolia Plumbing Employee 401(k) & Profit Sharing Plan in the asset neighbourhood

The Matcor - Matsu Retirement Savings PlanThe Matcor - Matsu Retiremen…$41MThe Shade Store, LLC 401(k) PlanThe Shade Store, LLC 401(k) …$41MMagnolia Plumbing Employee 401(k) & Profit Sharing PlanMagnolia Plumbing Employee 4…$41MVisu-Sewer, LLC 401(k) Savings PlanVisu-Sewer, LLC 401(k) Savin…$41MSullivan Environmental Services 401(k) PlanSullivan Environmental Servi…$41M
End-of-year total assets ($M) among Magnolia Plumbing Employee 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN530235163
Plan Effective Date1986-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joseph J. Magnolia, Inc.)

Sponsor-wide plan assets over time

All Joseph J. Magnolia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 18.794195296514896% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $34.9M $41.4M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 417 $35M
2023 1 367 $37M
2024 1 354 $41M

Nearby 401(k) Plans in District of Columbia

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

Magnolia Plumbing Employee 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Magnolia Plumbing Employee 401(k) & Profit Sharing Plan, Total assets ($B): 0.041422797 · Participants: 354Magnolia Plumbing Employee 401(k) & Profit Sharing PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Magnolia Plumbing Employee 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Magnolia Plumbing Employee 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Magnolia Plumbing Employee 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Visu-Sewer, LLC 401(k) Savings Plan in WI ($41M); by covered participants it is Harper Systems, Inc. 401(k) Plan in TX (354 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (354 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 Magnolia Plumbing Employee 401(k) & Profit Sharing Plan assets move in 2024? ▼
Magnolia Plumbing Employee 401(k) & Profit Sharing Plan grew at a solid clip - up 12.4% during 2024, from $37M to $41M. Reported net income was $5M.
How have Joseph J. Magnolia, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph J. Magnolia, Inc.'s sponsor-wide assets grew 18.8%, from $35M to $41M.
Where does Magnolia Plumbing Employee 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Magnolia Plumbing Employee 401(k) & Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Magnolia Plumbing Employee 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Visu-Sewer, LLC 401(k) Savings Plan in WI ($41M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Magnolia Plumbing Employee 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harper Systems, Inc. 401(k) Plan in TX (354 participants, N/A 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 530235163.

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.