Profit Sharing · DOL Form 5500 · 2022
Sbv James Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $506,927
- Avg per participant High balance/head
Official DOL plan name: Sbv James Inc. Retirement Plan · Sponsored by Sbv James Inc. · Colorado · Retail Trade
$1M in assets, 2 participants
Sbv James Inc.'s Sbv James Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #3,343 in Retail Trade (9,519 peers)
2022 asset change
Sbv James Inc. Retirement Plan surged 48.4% in 2022 ($683K → $1M) for 2 participants.
- #3,343
- in Retail Trade (9,519 peers)
- +48.4%
- assets growth YoY
Sbv James Inc. Retirement Plan among the smaller filed plans by assets
Sbv James Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,013,853 25th percentile higher than 25% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sbv James 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. Sbv James Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 842810506 · Sbv James Inc. PY 2022 · Profit Sharing
Sbv James Inc. Retirement Plan · $1M · 2 · 25th
- SCH $1M
- SCH 2
- SCH 25th
- SCH Profit Sharing
- SCH near Lee & Uyeda LLP
- SCH ind #3343
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 Colorado →
Sbv James Inc. Retirement Plan in the asset neighbourhood
Sbv James Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Sbv James Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 9.333502983174089% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $1M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $683K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $331K |
| Employer EIN | 842810506 |
| Plan Effective Date | 2019-11-26 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $38M · 642
- Amended & Restated Profit Sharing Plan of Midwest Pms $32M · 125
- Liberty Pr Mobility 401(k) Savings Plans $29M · 1,208
- Retirement Plan of Public Broadcasting of Colorado, Inc. $15M · 177
- Peterson Company Profit-Sharing Plan $12M · 31
Sbv James Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is Lee & Uyeda LLP in CA ($1M); 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 ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.