Profit Sharing · DOL Form 5500 · 2022

J Bales Incorporated Profit Sharing Plan

Data updated 2026-08-25

$462K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$231,139
Avg per participant Above avg balance/head
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Official DOL plan name: J Bales Incorporated Retirement Plan · Sponsored by J Bales Incorporated · Oklahoma · Food Services & Accommodation

$462K in assets, 2 participants

J Bales Incorporated's J Bales Incorporated Retirement Plan reported $462K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,045 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, J Bales Incorporated Retirement Plan ranks #2,045 of 4,592 2022 filers by assets (4232% of the sector average)-$462K for 2 participants.

#2,045
in Food Services & Accommodation (4,592 peers)
-7.8%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J Bales Incorporated Retirement Plan among the smaller filed plans by assets

J Bales Incorporated Retirement Plan vs every filed plan by assets

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

$462,277 18th percentile higher than 18% 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

J Bales Incorporated Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J Bales Incorporated Retirement Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 821572272 · J Bales Incorporated PY 2022 · Profit Sharing

J Bales Incorporated Retirement Plan · $462K · 2 · 18th

  • PHOTO $462K
  • PHOTO 2
  • PHOTO 18th
  • PHOTO Profit Sharing
  • PHOTO near Skeeters Home Movies Inc Profit Sharing Plan
  • PHOTO ind #2045

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 Food Services & Accommodation retirement plans → · Plans in Oklahoma →

J Bales Incorporated Retirement Plan in the asset neighbourhood

J Bales Incorporated Retirement PlanJ Bales Incorporated Retirem…$462KSkeeters Home Movies Inc Profit Sharing PlanSkeeters Home Movies Inc Pro…$462KDog Innovations, Inc. Retirement PlanDog Innovations, Inc. Retire…$462KTrinity Transportation Solutions, Inc. Retirement PlanTrinity Transportation Solut…$462KAlvami Company Retirement PlanAlvami Company Retirement Pl…$462K
End-of-year total assets ($M) among J Bales Incorporated Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$501K
Net Assets (End of Year)$462K
Net Income-$39K
Employer EIN821572272
Plan Effective Date2017-05-17
Filing StatusFILING RECEIVED

Sponsor Plan History (J Bales Incorporated)

Sponsor-wide plan assets over time

All J Bales Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.2M$0.4M$0.6M 20222023 $0.46M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $462K
2023 1 1 N/A

Nearby Profit Sharing Plans in Oklahoma

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

J Bales Incorporated Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants J Bales Incorporated Retirement Plan, Total assets ($M): 0.462277 · Participants: 2J Bales Incorporated Retirement PlanDolese Bros. Co. Profit Sharing Plan, Total assets ($M): 102.823168 · Participants: 975Dolese Bros. Co. Profit Sharing PlanFamily & Children's Services 403(b) Plan, Total assets ($M): 27.742286 · Participants: 762Family & Children's Services 403(b) PlanEskridge Auto Group Profit Sharing Plan, Total assets ($M): 22.347701 · Participants: 148Eskridge Auto Group Profit Sharing PlanVeenker Resources, Inc. Profit Sharing Plan, Total assets ($M): 17.85283 · Participants: 9Veenker Resources, Inc. Profit Sharing PlanMidlands Management Corporation 401(k) Plan, Total assets ($M): 8.717595 · Participants: 74Midlands Management Corporation 401(k) Plan
J Bales Incorporated Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants
Compare J Bales Incorporated Retirement Plan side-by-side with 3 peers →

J Bales Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oklahoma, the nearest Profit Sharing by assets is Skeeters Home Movies Inc Profit Sharing Plan in CA ($462K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 J Bales Incorporated Retirement Plan assets move in 2022? ▼
J Bales Incorporated Retirement Plan pulled back noticeably - down 7.8% during 2022, from $501K to $462K. Reported net income was -$39K.
Where does J Bales Incorporated Retirement Plan rank by assets among Form 5500 filers? ▼
J Bales Incorporated Retirement Plan ranks in the 18th 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 J Bales Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Skeeters Home Movies Inc Profit Sharing Plan in CA ($462K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to J Bales Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 821572272.

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.