Plan5500

Jos. A. Bank 401(K) Plan — Form 5500 plan (Jos. A. Bank)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jos. A. Bank 401(K) Plan is a benefit plan reported by Jos. A. Bank under EIN 36-3189198 and plan number 001. The latest loaded filing year is 2023. The filing reports 44 participants and $659,187 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$659.2KPlan net assets, end of year$659,187
Participants44Covered participants reported
Assets / participant$15KComputed: assets ÷ participants$14,982 (computed)
Provider compensation$8891 Schedule C provider row(s)
Plan sponsor
Jos. A. Bank
EIN
36-3189198
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    44 participants · 2Sch ISch C
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$659.2K total assets
Net assets$659.2KLiabilities$0
Money in vs. money out
Total income / additions$150.8K
Total expenses$137.7K
Benefits paid / distributions$139.7K
Contributions
Employer$13.5K
Participant$37.9K
Full reported line items

Net assets

Total assets (EOY)
$659,187
Total liabilities (EOY)
$0
Net assets (EOY)
$659,187
Net assets (BOY)
$644,994

Income & contributions

Employer contributions
$13,468
Participant contributions
$37,938
Total income / additions
$150,837

Expenses & distributions

Benefits paid
$139,730
Administrative expenses
$889
Total expenses
$137,695
Net increase / (decrease)
$13,142
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income93%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$889
    NONE · Direct $889 · Indirect $0

Related Form 5500 pages