Profit Sharing · DOL Form 5500 · 2022
Jt Geritz Inc. Profit Sharing Plan
Data updated 2026-08-25
- $507K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $168,886
- Avg per participant Above avg balance/head
Official DOL plan name: Jt Geritz Inc. Retirement Plan · Sponsored by Jt Geritz Inc. · North Carolina · Other Services
$507K in assets, 3 participants
Jt Geritz Inc.'s Jt Geritz Inc. Retirement Plan reported $507K in total assets and 3 participants 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.
- #3,262 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Jt Geritz Inc. Retirement Plan ranks #3,262 of 8,398 2022 filers by assets (3961% of the sector average)-$507K for 3 participants.
- #3,262
- in Other Services (8,398 peers)
- +125.8%
- assets growth YoY
Jt Geritz Inc. Retirement Plan among the smaller filed plans by assets
Jt Geritz Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$506,657 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
Jt Geritz 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. Jt Geritz Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 832333625 · Jt Geritz Inc. PY 2022 · Profit Sharing
Jt Geritz Inc. Retirement Plan · $507K · 3 · 18th
- TYPE $507K
- NET 3
- BOOK 18th
- VS-ST Profit Sharing
- BOY near James C Lisak, Md Keogh Profit Sharing Plan
- SCH ind #3262
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 North Carolina →
Jt Geritz Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $224K |
|---|---|
| Net Assets (End of Year) | $507K |
| Net Income | $282K |
| Employer EIN | 832333625 |
| Plan Effective Date | 2018-10-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jt Geritz Inc.)
Sponsor-wide plan assets over time
All Jt Geritz Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $690K 36.23674399051035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $507K |
| 2023 | 1 | 3 | $721K |
| 2024 | 1 | 4 | $690K |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $1.9B · 29,251
- Wakemed Retirement Savings Plan $1.1B · 11,689
- Charter Communications, Inc. Retirement Accumulation Plan $993M · 88,468
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $95M · 5,217
- Baker & Taylor Retirement Savings Plan $60M · 1,358
Jt Geritz Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is James C Lisak, Md Keogh Profit Sharing Plan in MA ($507K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($507K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.