Profit Sharing · DOL Form 5500 · 2022

Jac Equity Solutions Incorporated Profit Sharing Plan

Data updated 2026-08-25

$152K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$76,209
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jac Equity Solutions Incorporated Retirement Plan · Sponsored by Jac Equity Solutions Incorporated · Ohio · Other Services

$152K in assets, 2 participants

Jac Equity Solutions Incorporated's Jac Equity Solutions Incorporated Retirement Plan reported $152K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,609 in Other Services (8,398 peers)

Jac Equity Solutions Incorporated multi-year trail

Jac Equity Solutions Incorporated's plans moved -57.0% in assets from 2022 to 2024; this filing shows Jac Equity Solutions Incorporated Retirement Plan at $152K / 2 participants.

#1,609
in Other Services (8,398 peers)
$152K
reported net income

Jac Equity Solutions Incorporated Retirement Plan among the smaller filed plans by assets

Jac Equity Solutions Incorporated Retirement Plan vs every filed plan by assets

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

$152,417 9th percentile higher than 9% 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

Jac Equity Solutions 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. Jac Equity Solutions Incorporated Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 882764228 · Jac Equity Solutions Incorporated PY 2022 · Profit Sharing

Jac Equity Solutions Incorporated Retirement Plan · $152K · 2 · 9th

  • EBSA $152K
  • PART 2
  • TYPE 9th
  • NET Profit Sharing
  • BOOK near Oso Aquatics Corporation Retirement Plan
  • VS-ST ind #1609

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 Other Services retirement plans → · Plans in Ohio →

Jac Equity Solutions Incorporated Retirement Plan in the asset neighbourhood

Jac Equity Solutions Incorporated Retirement PlanJac Equity Solutions Incorpo…$152KOso Aquatics Corporation Retirement PlanOso Aquatics Corporation Ret…$152KJohnie Baker Juan Retirement PlanJohnie Baker Juan Retirement…$153KGold Crown Ventures Corp. Retirement PlanGold Crown Ventures Corp. Re…$153KOne More Grill, Inc. Retirement PlanOne More Grill, Inc. Retirem…$153K
End-of-year total assets ($M) among Jac Equity Solutions Incorporated Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jac Equity Solutions Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Jac Equity Solutions Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$65K 57.03694469776993% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.15M $0.07M ▼ -53.3%
Year Plans Participants Total Assets
2022 1 2 $152K
2023 1 2 $82K
2024 1 2 $65K

Jac Equity Solutions Incorporated filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$152K
Net Income$152K
Employer EIN882764228
Plan Effective Date2022-06-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Jac Equity Solutions Incorporated Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Jac Equity Solutions Incorporated Retirement Plan, Total assets ($B): 0.000152417 · Participants: 2Jac Equity Solutions Incorporated Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Jac Equity Solutions Incorporated Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Jac Equity Solutions Incorporated Retirement Plan side-by-side with 3 peers →

Jac Equity Solutions Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Oso Aquatics Corporation Retirement Plan in CO ($152K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($152K here).

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 have Jac Equity Solutions Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jac Equity Solutions Incorporated's sponsor-wide assets declined 57.0%, from $152K to $65K.
Where does Jac Equity Solutions Incorporated Retirement Plan rank by assets among Form 5500 filers? ▼
Jac Equity Solutions Incorporated Retirement Plan ranks in the 9th 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 Jac Equity Solutions Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Oso Aquatics Corporation Retirement Plan in CO ($152K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jac Equity Solutions 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 882764228.

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.