Profit Sharing · DOL Form 5500 · 2022

Jaxson Maximus Inc. Profit Sharing Plan

Data updated 2026-08-25

$203K
Total assets Small plan by assets
11
Participants Small participant base
11th
Percentile by assets National rank
$18,446
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jaxson Maximus Inc. Retirement Plan · Sponsored by Jaxson Maximus Inc. · Florida · Retail Trade

$203K in assets, 11 participants

Jaxson Maximus Inc.'s Jaxson Maximus Inc. Retirement Plan reported $203K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,510 in Retail Trade (9,519 peers)

2022 asset change

Jaxson Maximus Inc. Retirement Plan surged 84.1% in 2022 ($110K → $203K) for 11 participants.

#1,510
in Retail Trade (9,519 peers)
+84.1%
assets growth YoY

Jaxson Maximus Inc. Retirement Plan among the smaller filed plans by assets

Jaxson Maximus Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$202,903 11th percentile higher than 11% of 139,123 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 2022

Jaxson Maximus Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jaxson Maximus Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 830857952 · Jaxson Maximus Inc. PY 2022 · Profit Sharing

Jaxson Maximus Inc. Retirement Plan · $203K · 11 · 11th

  • IND $203K
  • IND 11
  • IND 11th
  • IND Profit Sharing
  • IND near Aj Southwest Ventures Inc. Retirement Plan
  • IND ind #1510

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 Retail Trade retirement plans → · Plans in Florida →

Jaxson Maximus Inc. Retirement Plan in the asset neighbourhood

Jaxson Maximus Inc. Retirement PlanJaxson Maximus Inc. Retireme…$203KAj Southwest Ventures Inc. Retirement PlanAj Southwest Ventures Inc. R…$203KMuirhead Enterprises, Inc. Retirement PlanMuirhead Enterprises, Inc. R…$203KIshvar Vidya Inc. Retirement PlanIshvar Vidya Inc. Retirement…$203KMiguel a. Cortes Cobos Retirement PlanMiguel a. Cortes Cobos Retir…$203K
End-of-year total assets ($M) among Jaxson Maximus Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jaxson Maximus Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Jaxson Maximus Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$200K 1.2158519095331266% vs 2022
2024 filing year
$0.17M$0.18M$0.19M$0.2M$0.21M 202220232024 $0.2M $0.2M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 11 $203K
2023 1 16 $183K
2024 1 12 $200K

2022 asset-move particulars

Total Assets (Beginning of Year)$110K
Net Assets (End of Year)$203K
Net Income$93K
Employer EIN830857952
Plan Effective Date2019-10-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jaxson Maximus Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Jaxson Maximus Inc. Retirement Plan, Total assets ($B): 0.000202903 · Participants: 11Jaxson Maximus Inc. Retirement PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Jaxson Maximus Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Jaxson Maximus Inc. Retirement Plan side-by-side with 3 peers →

Jaxson Maximus Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Aj Southwest Ventures Inc. Retirement Plan in AZ ($203K); by covered participants it is American Century Investments in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($203K here).

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jaxson Maximus Inc. Retirement Plan assets move in 2022? ▼
Jaxson Maximus Inc. Retirement Plan surged - up 84.1% during 2022, from $110K to $203K. Reported net income was $93K.
How have Jaxson Maximus Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jaxson Maximus Inc.'s sponsor-wide assets declined 1.2%, from $203K to $200K.
Where does Jaxson Maximus Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Jaxson Maximus Inc. Retirement Plan ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jaxson Maximus Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Aj Southwest Ventures Inc. Retirement Plan in AZ ($203K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jaxson Maximus Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is American Century Investments in CA (11 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830857952.

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.