My Plan Facts

Employers › Florida

Employer · plans filed under one EIN

JM Family Automotive LLC

Deerfield Beach, FL · Wholesale trade

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$2.53Bnet assets across plans
12,832participant records8,246 active
$102Memployer contributions, latest plan years$12,369 per active record
$1.3MSchedule C compensation to organisations$98.71 per participant record

2 retirement plans with 100 or more participants file Form 5500 under JM Family Automotive LLC's employer identification number (Deerfield Beach, Florida). Their latest filings total 12,832 participant records and $2.53B in net assets.

The largest is JM Family Associates' Retirement Plan, a defined benefit pension plan with 7,558 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $102M and participant contributions $43.2M in the latest plan years; benefits paid were $163M. Schedule C compensation reported to service provider organisations totalled $1.3M.

Combined net assets moved from $232M in 2009 to $2.53B in 2024 (up 989%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
JM Family Associates' Retirement Plandefined benefit pension plan20247,558$825M$109,190$7,339$1.0M
JM Family Associates' Profit Sharing and 401(k) Plan401(k) plan20245,274$1.71B$323,643$17,314$261K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $232M2010: $307M2011: $321M2012: $412M2013: $508M2014: $1.08B2015: $1.12B2016: $1.27B2017: $1.55B2018: $1.51B2019: $1.78B2020: $2.03B2021: $2.34B2022: $1.97B2023: $2.27B2024: $2.53B$232M$2.53B20092012201620202024
Combined net assets
2009: 9,9122010: 9,7962011: 9,8432012: 9,9972013: 10,4602014: 10,4122015: 10,9142016: 11,2352017: 11,6342018: 12,0482019: 12,3222020: 12,3962021: 12,5912022: 12,5382023: 12,9182024: 12,8329,91212,91812,83220092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024212,832$2.53B$102M$43.3M
2023212,918$2.27B$97.9M$40.5M
2022212,538$1.97B$99.8M$39.0M
2021212,591$2.34B$109M$40.7M
2020212,396$2.03B$113M$35.0M
2019212,322$1.78B$63.6M$33.6M
2018212,048$1.51B$82.6M$30.5M
2017211,634$1.55B$109M$27.5M
2016211,235$1.27B$76.4M$24.9M
2015210,914$1.12B$102M$22.6M
2014210,412$1.08B$47.6M$17.9M
2013210,460$508M$39.6M$13.9M
201229,997$412M$53.8M$12.5M
201129,843$321M$21.7M$11.2M
201029,796$307M$49.3M$8.3M
200929,912$232M$28.5M$8.2M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Acadian Asset MGMT LLCInvestment management1$282,797
Fid Inv Inst Ops Co.Recordkeeping and information management; Participant loan processing1$260,596
Boston Trust Walden CompanyInvestment management1$182,202
Sands Capital Management, LLCInvestment management1$152,003
JPMorgan Chase Bank, N.A.Investment management1$134,740
New England Pension ConsulantsInvestment advisory (plan)1$114,716
Northern TrustTrustee (bank, trust company, or similar financial institution)1$75,639
Dodge & CoxInvestment management1$63,931

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Acadian Asset MGMT LLC$283K
Fid Inv Inst Ops Co.$261K
Boston Trust Walden Company$182K
Sands Capital Management, LLC$152K
JPMorgan Chase Bank, N.A.$135K
New England Pension Consulants$115K
Northern Trust$76K
Dodge & Cox$64K

Questions and answers

How many retirement plans does JM Family Automotive LLC have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: JM Family Associates' Retirement Plan and JM Family Associates' Profit Sharing and 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does JM Family Automotive LLC contribute to its plans?

$101,991,645 in employer contributions across these plans in their latest plan years, about $12,369 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Acadian Asset MGMT LLC, Fid Inv Inst Ops Co., Boston Trust Walden Company and Sands Capital Management, LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.