Profit Sharing · DOL Form 5500 · 2022

Aj Southwest Ventures Inc. Profit Sharing Plan

Data updated 2026-08-25

$203K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$101,486
Avg per participant Below avg balance/head
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Official DOL plan name: Aj Southwest Ventures Inc. Retirement Plan · Sponsored by Aj Southwest Ventures Inc. · Arizona · Healthcare & Social Assistance

$203K in assets, 2 participants

Aj Southwest Ventures Inc.'s Aj Southwest Ventures Inc. Retirement Plan reported $203K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,465 in Healthcare & Social Assistance (20,060 peers)

Aj Southwest Ventures Inc. multi-year trail

Aj Southwest Ventures Inc.'s plans moved +249.8% in assets from 2022 to 2024; this filing shows Aj Southwest Ventures Inc. Retirement Plan at $203K / 2 participants.

#1,465
in Healthcare & Social Assistance (20,060 peers)
$203K
reported net income

Aj Southwest Ventures Inc. Retirement Plan among the smaller filed plans by assets

Aj Southwest Ventures Inc. Retirement Plan vs every filed plan by assets

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

$202,972 11th percentile higher than 11% 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

Aj Southwest Ventures 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. Aj Southwest Ventures Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 883577870 · Aj Southwest Ventures Inc. PY 2022 · Profit Sharing

Aj Southwest Ventures Inc. Retirement Plan · $203K · 2 · 11th

  • ASSETS $203K
  • ASSETS 2
  • ASSETS 11th
  • ASSETS Profit Sharing
  • ASSETS near Jaxson Maximus Inc. Retirement Plan
  • ASSETS ind #1465

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 Arizona →

Aj Southwest Ventures Inc. Retirement Plan in the asset neighbourhood

Aj Southwest Ventures Inc. Retirement PlanAj Southwest Ventures Inc. R…$203KJaxson Maximus Inc. Retirement PlanJaxson Maximus Inc. Retireme…$203K10,000 Licks Bakery, Inc. Retirement Plan10,000 Licks Bakery, Inc. Re…$203KMuirhead Enterprises, Inc. Retirement PlanMuirhead Enterprises, Inc. R…$203KIshvar Vidya Inc. Retirement PlanIshvar Vidya Inc. Retirement…$203K
End-of-year total assets ($M) among Aj Southwest Ventures Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Aj Southwest Ventures Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aj Southwest Ventures Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$710K 249.82953313757562% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.2M $0.71M ▲ +255.0%
Year Plans Participants Total Assets
2022 1 2 $203K
2023 1 2 $153K
2024 1 2 $710K

Aj Southwest Ventures Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$203K
Net Income$203K
Employer EIN883577870
Plan Effective Date2022-08-11
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Aj Southwest Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -20020406080 Total assets ($M) Participants Aj Southwest Ventures Inc. Retirement Plan, Total assets ($M): 0.202972 · Participants: 2Aj Southwest Ventures Inc. Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 71.833209 · Participants: 558Kitchell Affiliates Employees' Profit Sharing PlanBurch & Cracchiolo, P.a. Restated Profit Sharing Plan, Total assets ($M): 39.588445 · Participants: 61Burch & Cracchiolo, P.a. Restated Profit Sharing PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 25.614438 · Participants: 28M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 24.278248 · Participants: 627Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 19.351983 · Participants: 171Center for Biological Diversity 403(b) DC Plan
Aj Southwest Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Aj Southwest Ventures Inc. Retirement Plan side-by-side with 3 peers →

Aj Southwest Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Jaxson Maximus Inc. Retirement Plan in FL ($203K); 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 ($203K here).

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 have Aj Southwest Ventures Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aj Southwest Ventures Inc.'s sponsor-wide assets grew 249.8%, from $203K to $710K.
Where does Aj Southwest Ventures Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Aj Southwest Ventures Inc. Retirement Plan ranks in the 11th 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 Aj Southwest Ventures Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jaxson Maximus Inc. Retirement Plan in FL ($203K, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Aj Southwest Ventures Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 883577870.

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.