401(k) · DOL Form 5500 · 2024

J.R. Balsan, Inc. Dba Johnstone Supply 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
199
Participants Below avg headcount
57th
Percentile by assets National rank
$52,119
Avg per participant Low balance/head
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Official DOL plan name: J.R. Balsan, Inc. Retirement Savings Plan · Sponsored by J.R. Balsan, Inc. Dba Johnstone Supply · Pennsylvania · Wholesale Trade

$10M in assets, 199 participants

J.R. Balsan, Inc. Dba Johnstone Supply's J.R. Balsan, Inc. Retirement Savings Plan reported $10M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #2,921 in Wholesale Trade (6,080 peers)

Coverage in Pennsylvania

J.R. Balsan, Inc. Retirement Savings Plan covers 199 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#2,921
in Wholesale Trade (6,080 peers)
+8.2%
assets growth YoY

J.R. Balsan, Inc. Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

J.R. Balsan, Inc. Retirement Savings Plan vs every filed plan by assets

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

$10,371,746 Top 43% higher than 57% 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.R. Balsan, Inc. Retirement Savings 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. J.R. Balsan, Inc. Retirement Savings Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • J.R. Balsan, Inc. Retirement Savings Plan reported net income rose from $147K in the plan year 2022 filing to $788K in the plan year 2024 filing.
  • J.R. Balsan, Inc. Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2024 filing.
  • J.R. Balsan, Inc. Retirement Savings Plan reported participants rose from 128 in the plan year 2022 filing to 199 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 232809095 · J.R. Balsan, Inc. Dba Johnstone Supply PY 2024 · 401(k)

J.R. Balsan, Inc. Retirement Savings Plan · $10M · 199 · 57th

  • NET $10M
  • NET 199
  • NET 57th
  • NET 401(k)
  • NET near Semex USA, Inc. Employees 401(k) Plan
  • NET ind #2921

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 Pennsylvania →

J.R. Balsan, Inc. Retirement Savings Plan in the asset neighbourhood

J.R. Balsan, Inc. Retirement Savings PlanJ.R. Balsan, Inc. Retirement…$10MSemex USA, Inc. Employees 401(k) PlanSemex USA, Inc. Employees 40…$10MNew Venture Partners LLC 401(k) Profit-Sharing PlanNew Venture Partners LLC 401…$10MRfa Profit Sharing 401(k) PlanRfa Profit Sharing 401(k) Pl…$10MHctec Partners 401(k) Plan$10M
End-of-year total assets ($M) among J.R. Balsan, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$788K
Employer EIN232809095
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.R. Balsan, Inc. Dba Johnstone Supply)

Sponsor-wide plan assets over time

All J.R. Balsan, Inc. Dba Johnstone Supply plans reported in each filing year

Latest sponsor-wide plan assets
$10M 57.26473358122494% vs 2022
2024 filing year
$6M$8M$10M$12M 20222024 $6.6M $10.4M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 128 $7M
2024 1 199 $10M

Nearby 401(k) Plans in Pennsylvania

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

J.R. Balsan, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants J.R. Balsan, Inc. Retirement Savings Plan, Total assets ($B): 0.010371746 · Participants: 199J.R. Balsan, Inc. Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
J.R. Balsan, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare J.R. Balsan, Inc. Retirement Savings Plan side-by-side with 3 peers →

J.R. Balsan, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Semex USA, Inc. Employees 401(k) Plan in WI ($10M); by covered participants it is Cascade Services, Inc. 401(k) Plan in UT (199 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (199 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.R. Balsan, Inc. Retirement Savings Plan assets move in 2024? ▼
J.R. Balsan, Inc. Retirement Savings Plan grew at a solid clip - up 8.2% during 2024, from $10M to $10M. Reported net income was $788K.
How have J.R. Balsan, Inc. Dba Johnstone Supply plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), J.R. Balsan, Inc. Dba Johnstone Supply's sponsor-wide assets grew 57.3%, from $7M to $10M.
Which 401(k) plans are similar in size to J.R. Balsan, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Semex USA, Inc. Employees 401(k) Plan in WI ($10M, 137 participants).
Which 401(k) plans cover a similar participant headcount to J.R. Balsan, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cascade Services, Inc. 401(k) Plan in UT (199 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 232809095.

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.