How big is Jim Massey, Inc.'s plan?

Jim Massey, Inc.'s plan reported $366K in assets and 51 participants for 2025.

Original filing (PDF)20260323163810NAL0002695504001

Jim Massey, Inc.

Name: Jim Massey, Inc. — Jim Massey, Inc. Retirement Plan, Form 5500 (2025)
Creator: Jim Massey, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jim Massey, Inc. Retirement Plan

401(k) retirement plan · Jim Massey, Inc.'s Jim Massey, Inc. Retirement Plan held $366K in plan assets for 51 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$366K

Net assets (EOY)

$366K

Plan identifiers

Jim Massey, Inc.'s EIN is 63-0483074.

EIN 63-0483074

Plan number 001

Plan year 2025

ACK ID 20260323163810NAL0002695504001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jim Massey, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jim Massey, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score