Profit Sharing · DOL Form 5500 · 2022
Jdb Legacy Inc. Profit Sharing Plan
Data updated 2026-08-25
- $405K
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $18,419
- Avg per participant Low balance/head
Official DOL plan name: Jdb Legacy Inc. Retirement Plan · Sponsored by Jdb Legacy Inc. · Illinois · Other Services
$405K in assets, 22 participants
Jdb Legacy Inc.'s Jdb Legacy Inc. Retirement Plan reported $405K in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.
- #2,956 in Other Services (8,398 peers)
2022 asset change
Jdb Legacy Inc. Retirement Plan declined sharply 15.6% in 2022 ($480K → $405K) for 22 participants.
- #2,956
- in Other Services (8,398 peers)
- -15.6%
- assets change YoY
The plan reported a net loss of $75K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jdb Legacy Inc. Retirement Plan among the smaller filed plans by assets
Jdb Legacy Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$405,218 16th percentile higher than 16% 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
Jdb Legacy Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jdb Legacy Inc. Retirement Plan is a small filing (22 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 831270449 · Jdb Legacy Inc. PY 2022 · Profit Sharing
Jdb Legacy Inc. Retirement Plan · $405K · 22 · 16th
- PHOTO $405K
- PHOTO 22
- PHOTO 16th
- PHOTO Profit Sharing
- PHOTO near West Tarrant Associates Inc. Retirement Plan
- PHOTO ind #2956
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 Illinois →
Jdb Legacy Inc. Retirement Plan in the asset neighbourhood
Jdb Legacy Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Jdb Legacy Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $382K 5.806010591829583% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $405K |
| 2023 | 1 | 20 | $382K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $480K |
|---|---|
| Net Assets (End of Year) | $405K |
| Net Income | -$75K |
| Employer EIN | 831270449 |
| Plan Effective Date | 2018-07-17 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.0B · 17,181
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $2.9B · 21,985
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.5B · 4,327
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.4B · 16,140
- Accenture United States Discretionary Profit Sharing Plan $893M · 10,992
Jdb Legacy Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is West Tarrant Associates Inc. Retirement Plan in TX ($405K); by covered participants it is Rose Gonzales Plants, Inc. Profit Sharing Plan in CA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($405K here).
Similar participant headcount
Nearest other-state filings by covered participants (22 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.