Profit Sharing · DOL Form 5500 · 2022
Jbm Family Inc. Profit Sharing Plan
Data updated 2026-08-25
- $8K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $4,139
- Avg per participant Low balance/head
Official DOL plan name: Jbm Family Inc. Retirement Plan · Sponsored by Jbm Family Inc. · Florida · Retail Trade
$8K in assets, 2 participants
Jbm Family Inc.'s Jbm Family Inc. Retirement Plan reported $8K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 1st 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.
- #144 in Retail Trade (9,519 peers)
Jbm Family Inc. multi-year trail
Jbm Family Inc.'s plans moved +365.7% in assets from 2022 to 2024; this filing shows Jbm Family Inc. Retirement Plan at $8K / 2 participants.
- #144
- in Retail Trade (9,519 peers)
- -95.2%
- assets change YoY
The plan reported a net loss of $165K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jbm Family Inc. Retirement Plan among the smaller filed plans by assets
Jbm Family Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,278 1st percentile higher than 1% 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
Jbm Family 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. Jbm Family Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 862003215 · Jbm Family Inc. PY 2022 · Profit Sharing
Jbm Family Inc. Retirement Plan · $8K · 2 · 1st
- RANK $8K
- RANK 2
- RANK 1st
- RANK Profit Sharing
- RANK near Denis Holdings, Inc. Retirement Plan
- RANK ind #144
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 →
Jbm Family Inc. Retirement Plan in the asset neighbourhood
Jbm Family Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jbm Family Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39K 365.65595554481763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $8K |
| 2023 | 1 | 2 | $24K |
| 2024 | 1 | 2 | $39K |
Jbm Family Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $173K |
|---|---|
| Net Assets (End of Year) | $8K |
| Net Income | -$165K |
| Employer EIN | 862003215 |
| Plan Effective Date | 2021-02-17 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
Jbm Family Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Denis Holdings, Inc. Retirement Plan in NY ($8K); 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 ($8K 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.