401(k) · DOL Form 5500 · 2024

Jmb Concierge Care Corp. 401(k) Plan

Data updated 2026-08-25

$299K
Total assets Small plan by assets
8
Participants Small participant base
14th
Percentile by assets National rank
$37,425
Avg per participant Low balance/head
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Official DOL plan name: Jmb Concierge Care Corp. 401(k) Plan · Sponsored by Jmb Concierge Care Corp. · California · Healthcare & Social Assistance

$299K in assets, 8 participants

Jmb Concierge Care Corp.'s Jmb Concierge Care Corp. 401(k) Plan reported $299K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,598 in Healthcare & Social Assistance (16,916 peers)

Jmb Concierge Care Corp. multi-year trail

Jmb Concierge Care Corp.'s plans moved +80.3% in assets from 2022 to 2024; this filing shows Jmb Concierge Care Corp. 401(k) Plan at $299K / 8 participants.

#1,598
in Healthcare & Social Assistance (16,916 peers)
-10.3%
assets change YoY

The plan reported a net loss of $35K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jmb Concierge Care Corp. 401(k) Plan among the smaller filed plans by assets

Jmb Concierge Care Corp. 401(k) Plan vs every filed plan by assets

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

$299,399 14th percentile higher than 14% 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

Jmb Concierge Care Corp. 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. Jmb Concierge Care Corp. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jmb Concierge Care Corp. 401(k) Plan reported net income fell from $168K in the plan year 2023 filing to -$35K in the plan year 2024 filing.
  • Jmb Concierge Care Corp. 401(k) Plan reported participants fell from 10 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Jmb Concierge Care Corp. 401(k) Plan end-of-year assets fell from $334K in the plan year 2023 filing to $299K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 843883243 · Jmb Concierge Care Corp. PY 2024 · 401(k)

Jmb Concierge Care Corp. 401(k) Plan · $299K · 8 · 14th

  • TYPE $299K
  • TYPE 8
  • TYPE 14th
  • TYPE 401(k)
  • TYPE near 501st Transport Inc 401(k) Profit Sharing Plan & Trust
  • TYPE ind #1598

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Jmb Concierge Care Corp. 401(k) Plan in the asset neighbourhood

Jmb Concierge Care Corp. 401(k) PlanJmb Concierge Care Corp. 401…$299K501st Transport Inc 401(k) Profit Sharing Plan & Trust501st Transport Inc 401(k) P…$299KAscend Security and Audio Retirement PlanAscend Security and Audio Re…$299KAmp Home Care 401(k)$299KFaithful Roofing & Construction, Inc. 401(k) Profit Sharing PlanFaithful Roofing & Construct…$299K
End-of-year total assets ($M) among Jmb Concierge Care Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jmb Concierge Care Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Jmb Concierge Care Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$299K 80.32608171918666% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.17M $0.3M ▲ +76.5%
Year Plans Participants Total Assets
2022 1 3 $166K
2023 1 10 $334K
2024 1 8 $299K

Jmb Concierge Care Corp. filing trail (2024)

Total Assets (Beginning of Year)$334K
Net Assets (End of Year)$299K
Net Income-$35K
Employer EIN843883243
Plan Effective Date2019-12-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jmb Concierge Care Corp. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jmb Concierge Care Corp. 401(k) Plan, Total assets ($B): 0.000299399 · Participants: 8Jmb Concierge Care Corp. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Jmb Concierge Care Corp. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jmb Concierge Care Corp. 401(k) Plan side-by-side with 3 peers →

Jmb Concierge Care Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY ($299K); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Jmb Concierge Care Corp. 401(k) Plan assets move in 2024? ▼
Jmb Concierge Care Corp. 401(k) Plan pulled back noticeably - down 10.3% during 2024, from $334K to $299K. Reported net income was -$35K.
How have Jmb Concierge Care Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jmb Concierge Care Corp.'s sponsor-wide assets grew 80.3%, from $166K to $299K.
Where does Jmb Concierge Care Corp. 401(k) Plan rank by assets among Form 5500 filers? ▼
Jmb Concierge Care Corp. 401(k) Plan ranks in the 14th 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 Jmb Concierge Care Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY ($299K, 90 participants).
Which 401(k) plans cover a similar participant headcount to Jmb Concierge Care Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 843883243.

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.