401(k) · DOL Form 5500 · 2024

S&j Investment Corporation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
26th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: S&j Investment Corporation 401(k) Plan · Sponsored by S&j Investment Corporation · Indiana · Construction

$1M in assets, 1 participants

S&j Investment Corporation's S&j Investment Corporation 401(k) Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,222 in Construction (9,039 peers)

S&j Investment Corporation multi-year trail

S&j Investment Corporation's plans moved +130.8% in assets from 2022 to 2024; this filing shows S&j Investment Corporation 401(k) Plan at $1M / 1 participant.

#2,222
in Construction (9,039 peers)
+30.3%
assets growth YoY

S&j Investment Corporation 401(k) Plan among the smaller filed plans by assets

S&j Investment Corporation 401(k) Plan vs every filed plan by assets

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

$1,430,806 26th percentile higher than 26% 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

S&j Investment Corporation 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. S&j Investment Corporation 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S&j Investment Corporation 401(k) Plan reported net income rose from $101K in the plan year 2023 filing to $333K in the plan year 2024 filing.
  • S&j Investment Corporation 401(k) Plan end-of-year assets rose from $721K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 920569266 · S&j Investment Corporation PY 2024 · 401(k)

S&j Investment Corporation 401(k) Plan · $1M · 1 · 26th

  • ASSETS $1M
  • ASSETS 1
  • ASSETS 26th
  • ASSETS 401(k)
  • ASSETS near Prism Worldwide LLC 401(k) Profit Sharing Plan
  • ASSETS ind #2222

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 Indiana →

S&j Investment Corporation 401(k) Plan in the asset neighbourhood

S&j Investment Corporation 401(k) PlanS&j Investment Corporation 4…$1MPrism Worldwide LLC 401(k) Profit Sharing PlanPrism Worldwide LLC 401(k) P…$1MK Corporation 401(k) Profit Sharing Plan and TrustK Corporation 401(k) Profit …$1MHamilton Ridge Asset Management, Inc. 401(k) PlanHamilton Ridge Asset Managem…$1MEti Mission Controls, LLC 401(k) PlanEti Mission Controls, LLC 40…$1M
End-of-year total assets ($M) among S&j Investment Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

S&j Investment Corporation multi-year asset trail

Sponsor-wide plan assets over time

All S&j Investment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 130.81276143371744% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.62M $1.43M ▲ +130.6%
Year Plans Participants Total Assets
2022 1 N/A $620K
2023 1 N/A $721K
2024 1 1 $1M

S&j Investment Corporation filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$333K
Employer EIN920569266
Plan Effective Date2022-11-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

S&j Investment Corporation 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants S&j Investment Corporation 401(k) Plan, Total assets ($B): 0.001430806 · Participants: 1S&j Investment Corporation 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
S&j Investment Corporation 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

S&j Investment Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Prism Worldwide LLC 401(k) Profit Sharing Plan in WA ($1M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 S&j Investment Corporation 401(k) Plan assets move in 2024?
S&j Investment Corporation 401(k) Plan surged - up 30.3% during 2024, from $1M to $1M. Reported net income was $333K.
How have S&j Investment Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), S&j Investment Corporation's sponsor-wide assets grew 130.8%, from $620K to $1M.
Which 401(k) plans are similar in size to S&j Investment Corporation 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Prism Worldwide LLC 401(k) Profit Sharing Plan in WA ($1M, 23 participants).
Which 401(k) plans cover a similar participant headcount to S&j Investment Corporation 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).