Profit Sharing · DOL Form 5500 · 2022

J.T. Lemieux Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$474K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$473,815
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan · Sponsored by J.T. Lemieux Enterprises, Inc. · Wisconsin · Real Estate

$474K in assets, 1 participants

J.T. Lemieux Enterprises, Inc.'s J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan reported $474K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,504 in Real Estate (5,057 peers)

2022 asset change

J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan pulled back noticeably 9.7% in 2022 ($525K → $474K) for 1 participant.

#1,504
in Real Estate (5,057 peers)
-9.7%
assets change YoY

The plan reported a net loss of $51K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan among the smaller filed plans by assets

J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$473,815 18th percentile higher than 18% 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

J.T. Lemieux Enterprises, Inc. Pension Transfer Trust 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. J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 205128933 · J.T. Lemieux Enterprises, Inc. PY 2022 · Profit Sharing

J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan · $474K · 1 · 18th

  • 5500 $474K
  • 5500 1
  • 5500 18th
  • 5500 Profit Sharing
  • 5500 near Asselta & Company Basic Profit Sharing Plan
  • 5500 ind #1504

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 Real Estate retirement plans → · Plans in Wisconsin →

J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan in the asset neighbourhood

J.T. Lemieux Enterprises, Inc. Pension Transfer Trust PlanJ.T. Lemieux Enterprises, In…$474KAsselta & Company Basic Profit Sharing PlanAsselta & Company Basic Prof…$473KCentro Dermatologico Arecibo, Csp Retirement PlanCentro Dermatologico Arecibo…$474KApple Creek Services Co. Retirement PlanApple Creek Services Co. Ret…$474KRolance Chavier Roper Retirement PlanRolance Chavier Roper Retire…$474K
End-of-year total assets ($M) among J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

J.T. Lemieux Enterprises, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All J.T. Lemieux Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.47M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $474K
2023 1 1 $423K
2024 1 1 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$525K
Net Assets (End of Year)$474K
Net Income-$51K
Employer EIN205128933
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan, Total assets ($B): 0.000473815 · Participants: 1J.T. Lemieux Enterprises, Inc. Pension Transfer Trust PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Asselta & Company Basic Profit Sharing Plan in NJ ($473K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan assets move in 2022?
J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan pulled back noticeably - down 9.7% during 2022, from $525K to $474K. Reported net income was -$51K.
Where does J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan rank by assets among Form 5500 filers?
J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan ranks in the 18th 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 J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan?
Among Profit Sharing plans in other states, the closest by assets is Asselta & Company Basic Profit Sharing Plan in NJ ($473K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to J.T. Lemieux Enterprises, Inc. Pension Transfer Trust Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).