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
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
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. 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
| 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 EIN | 205128933 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($474K here).
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.