401(k) · DOL Form 5500 · 2024

J&m Marx, Inc. 401(k) Plan

Data updated 2026-08-25

$804K
Total assets Small plan by assets
7
Participants Small participant base
21st
Percentile by assets National rank
$114,802
Avg per participant Below avg balance/head
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Official DOL plan name: J&m Marx, Inc. 401(k) Plan · Sponsored by J&m Marx, Inc. · North Carolina · Food Services & Accommodation

$804K in assets, 7 participants

J&m Marx, Inc.'s J&m Marx, Inc. 401(k) Plan reported $804K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,011 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, J&m Marx, Inc. 401(k) Plan ranks #2,011 of 3,672 2024 filers by assets (2435% of the sector average)-$804K for 7 participants.

#2,011
in Food Services & Accommodation (3,672 peers)
-5.8%
assets change YoY

The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J&m Marx, Inc. 401(k) Plan among the smaller filed plans by assets

J&m Marx, Inc. 401(k) Plan vs every filed plan by assets

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

$803,614 21st percentile higher than 21% 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&m Marx, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J&m Marx, Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J&m Marx, Inc. 401(k) Plan reported net income fell from $144K in the plan year 2023 filing to -$50K in the plan year 2024 filing.
  • J&m Marx, Inc. 401(k) Plan end-of-year assets fell from $853K in the plan year 2023 filing to $804K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 823663464 · J&m Marx, Inc. PY 2024 · 401(k)

J&m Marx, Inc. 401(k) Plan · $804K · 7 · 21st

  • EOY $804K
  • 5500 7
  • ASSETS 21st
  • PCT 401(k)
  • EIN near Tablinum Management Inc 401(k) Profit Sharing Plan & Trust
  • RANK ind #2011

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

J&m Marx, Inc. 401(k) Plan in the asset neighbourhood

J&m Marx, Inc. 401(k) Plan$804KTablinum Management Inc 401(k) Profit Sharing Plan & TrustTablinum Management Inc 401(…$804KJ&d Doggy Day Care Inc 401(k) PlanJ&d Doggy Day Care Inc 401(k…$804KNiche Healthcare Strategic Adv 401(k) Profit Sharing Plan & TrustNiche Healthcare Strategic A…$803KMiller Restoration Holdings Corporation- Retirement PlanMiller Restoration Holdings …$804K
End-of-year total assets ($M) among J&m Marx, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$853K
Net Assets (End of Year)$804K
Net Income-$50K
Employer EIN823663464
Plan Effective Date2017-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (J&m Marx, Inc.)

Sponsor-wide plan assets over time

All J&m Marx, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$804K 13.26243983566239% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M$0.9M 202220232024 $0.71M $0.8M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 7 $710K
2023 1 7 $853K
2024 1 7 $804K

Nearby 401(k) Plans in North Carolina

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

J&m Marx, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants J&m Marx, Inc. 401(k) Plan, Total assets ($B): 0.000803614 · Participants: 7J&m Marx, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
J&m Marx, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare J&m Marx, Inc. 401(k) Plan side-by-side with 3 peers →

J&m Marx, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Tablinum Management Inc 401(k) Profit Sharing Plan & Trust in CA ($804K); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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&m Marx, Inc. 401(k) Plan assets move in 2024? ▼
J&m Marx, Inc. 401(k) Plan pulled back noticeably - down 5.8% during 2024, from $853K to $804K. Reported net income was -$50K.
How have J&m Marx, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J&m Marx, Inc.'s sponsor-wide assets grew 13.3%, from $710K to $804K.
Where does J&m Marx, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
J&m Marx, Inc. 401(k) Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to J&m Marx, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tablinum Management Inc 401(k) Profit Sharing Plan & Trust in CA ($804K, 2 participants).
Which 401(k) plans cover a similar participant headcount to J&m Marx, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 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 823663464.

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.