Profit Sharing · DOL Form 5500 · 2022

Jot Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
28
Participants Small participant base
42nd
Percentile by assets National rank
$118,184
Avg per participant Near avg balance/head
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Official DOL plan name: Jot Holdings, Inc. Retirement Plan · Sponsored by Jot Holdings, Inc. · Florida · Healthcare & Social Assistance

$3M in assets, 28 participants

Jot Holdings, Inc.'s Jot Holdings, Inc. Retirement Plan reported $3M in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,330 in Healthcare & Social Assistance (20,060 peers)

Jot Holdings, Inc. multi-year trail

Jot Holdings, Inc.'s plans moved +46.6% in assets from 2022 to 2024; this filing shows Jot Holdings, Inc. Retirement Plan at $3M / 28 participants.

#9,330
in Healthcare & Social Assistance (20,060 peers)
+25.7%
assets growth YoY

Jot Holdings, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jot Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$3,309,159 42nd percentile higher than 42% 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

Jot Holdings, 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. Jot Holdings, Inc. Retirement Plan is a small filing (28 participants) on this national headcount ladder.

DOL schedule card

Filing strip 821299258 · Jot Holdings, Inc. PY 2022 · Profit Sharing

Jot Holdings, Inc. Retirement Plan · $3M · 28 · 42nd

  • EOY $3M
  • EOY 28
  • EOY 42nd
  • EOY Profit Sharing
  • EOY near Webster Memorial Hospital 403b Plan
  • EOY ind #9330

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Jot Holdings, Inc. Retirement Plan in the asset neighbourhood

Jot Holdings, Inc. Retirement PlanJot Holdings, Inc. Retiremen…$3MWebster Memorial Hospital 403b PlanWebster Memorial Hospital 40…$3MGraham M. Woolf, M.D., Inc. Profit Sharing PlanGraham M. Woolf, M.D., Inc. …$3MJose Luis Vera Miro Profit Sharing Retirement PlanJose Luis Vera Miro Profit S…$3MNissen Vineyard Services, Inc. Profit Sharing PlanNissen Vineyard Services, In…$3M
End-of-year total assets ($M) among Jot Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jot Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jot Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 46.61728251800533% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.31M $4.85M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 28 $3M
2023 1 24 $3M
2024 1 35 $5M

Jot Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$676K
Employer EIN821299258
Plan Effective Date2011-11-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Jot Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Jot Holdings, Inc. Retirement Plan, Total assets ($B): 0.003309159 · Participants: 28Jot Holdings, Inc. Retirement PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Jot Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Jot Holdings, Inc. Retirement Plan side-by-side with 3 peers →

Jot Holdings, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Webster Memorial Hospital 403b Plan in WV ($3M); by covered participants it is Comissiong Inc. Retirement Plan in WI (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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.

Frequently Asked Questions

How did Jot Holdings, Inc. Retirement Plan assets move in 2022? ▼
Jot Holdings, Inc. Retirement Plan grew sharply - up 25.7% during 2022, from $3M to $3M. Reported net income was $676K.
How have Jot Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jot Holdings, Inc.'s sponsor-wide assets grew 46.6%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Jot Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Webster Memorial Hospital 403b Plan in WV ($3M, 210 participants).
Which Profit Sharing plans cover a similar participant headcount to Jot Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Comissiong Inc. Retirement Plan in WI (28 participants, $149K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 821299258.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.