401(k) · DOL Form 5500 · 2024
J Brothers Investments LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 211
- Participants Below avg headcount
- 28th
- Percentile by assets National rank
- $8,078
- Avg per participant Low balance/head
Official DOL plan name: J Brothers Investments LLC 401(k) Plan · Sponsored by J Brothers Investments LLC · Arizona · Retail Trade
$2M in assets, 211 participants
J Brothers Investments LLC's J Brothers Investments LLC 401(k) Plan reported $2M in total assets and 211 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #3,262 in Retail Trade (8,048 peers)
Coverage in Arizona
J Brothers Investments LLC 401(k) Plan covers 211 participants in Arizona, about 37% of the average Arizona filer (state average ~564 per filing). Assets: $2M.
- #3,262
- in Retail Trade (8,048 peers)
- +34.6%
- assets growth YoY
J Brothers Investments LLC 401(k) Plan among the smaller filed plans by assets
J Brothers Investments LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,704,376 28th percentile higher than 28% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
J Brothers Investments LLC 401(k) 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 Brothers Investments LLC 401(k) Plan sits mid-pack in the medium band (211 participants).
DOL schedule card
Filing strip 823898712 · J Brothers Investments LLC PY 2024 · 401(k)
J Brothers Investments LLC 401(k) Plan · $2M · 211 · 28th
- ASSETS $2M
- PCT 211
- EIN 28th
- RANK 401(k)
- PHOTO near Associated Imaging Services, Inc. 401(k) Profit Sharing Plan
- IND ind #3262
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 Arizona →
J Brothers Investments LLC 401(k) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $438K |
| Employer EIN | 823898712 |
| Plan Effective Date | 2023-04-07 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
J Brothers Investments LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Associated Imaging Services, Inc. 401(k) Profit Sharing Plan in KS ($2M); by covered participants it is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.
- Greater Texas Federal Credit Union 401(k) Plan (TX) 211 · 0 off
- Variscale Services & Engineering, Inc. 401(k) Profit Sharing Plan (NJ) 211 · 0 off
- Bader Rutter Retirement Plan (WI) 211 · 0 off
- Wfp US LLC 401(k) Plan (WA) 211 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.