Profit Sharing · DOL Form 5500 · 2022

Juan David Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$231K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$115,256
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Juan David Enterprises, Inc. Retirement Plan · Sponsored by Juan David Enterprises, Inc. · Florida · Retail Trade

$231K in assets, 2 participants

Juan David Enterprises, Inc.'s Juan David Enterprises, Inc. Retirement Plan reported $231K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,689 in Retail Trade (9,519 peers)

What the 2022 filing shows

Juan David Enterprises, Inc. Retirement Plan holds $231K for 2 participants - about $115,256 per participant, among the smaller plans by assets on file.

#1,689
in Retail Trade (9,519 peers)
-4.5%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Juan David Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Juan David Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$230,511 12th percentile higher than 12% 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

Juan David Enterprises, Inc. 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. Juan David Enterprises, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 473153852 · Juan David Enterprises, Inc. PY 2022 · Profit Sharing

Juan David Enterprises, Inc. Retirement Plan · $231K · 2 · 12th

  • PCT $231K
  • PCT 2
  • PCT 12th
  • PCT Profit Sharing
  • PCT near Msa Products, Corp. Retirement Plan
  • PCT ind #1689

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 →

Juan David Enterprises, Inc. Retirement Plan in the asset neighbourhood

Juan David Enterprises, Inc. Retirement PlanJuan David Enterprises, Inc.…$231KMsa Products, Corp. Retirement PlanMsa Products, Corp. Retireme…$231KM & T Keyes Corp. Profit Sharing PlanM & T Keyes Corp. Profit Sha…$231KCorcoran Drilling Company, Inc. Profit SharingCorcoran Drilling Company, I…$231KProspect Street Enterprises, Inc. Profit Sharing PlanProspect Street Enterprises,…$231K
End-of-year total assets ($M) among Juan David Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$241K
Net Assets (End of Year)$231K
Net Income-$11K
Employer EIN473153852
Plan Effective Date2015-02-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Juan David Enterprises, Inc.)

Sponsor-wide plan assets over time

All Juan David Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$253K 9.792591242934176% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.23M $0.25M ▲ +8.7%
Year Plans Participants Total Assets
2022 1 2 $231K
2023 1 2 $111K
2024 1 1 $253K

Nearby Profit Sharing Plans in Florida

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

Juan David Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Juan David Enterprises, Inc. Retirement Plan, Total assets ($B): 0.000230511 · Participants: 2Juan David Enterprises, 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
Juan David Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Juan David Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Juan David Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Msa Products, Corp. Retirement Plan in VA ($231K); 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 Juan David Enterprises, Inc. Retirement Plan assets move in 2022? ▼
Juan David Enterprises, Inc. Retirement Plan edged down modestly - down 4.5% during 2022, from $241K to $231K. Reported net income was -$11K.
How have Juan David Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juan David Enterprises, Inc.'s sponsor-wide assets grew 9.8%, from $231K to $253K.
Where does Juan David Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Juan David Enterprises, Inc. Retirement Plan ranks in the 12th 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 Juan David Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Msa Products, Corp. Retirement Plan in VA ($231K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Juan David Enterprises, Inc. 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 473153852.

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.