Profit Sharing · DOL Form 5500 · 2022

Jlem Holdings Incorporated Profit Sharing Plan

Data updated 2026-08-25

$690K
Total assets Small plan by assets
10
Participants Small participant base
21st
Percentile by assets National rank
$69,000
Avg per participant Below avg balance/head
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Official DOL plan name: Jlem Holdings Incorporated Retirement Plan · Sponsored by Jlem Holdings Incorporated · Arizona · Wholesale Trade

$690K in assets, 10 participants

Jlem Holdings Incorporated's Jlem Holdings Incorporated Retirement Plan reported $690K in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #760 in Wholesale Trade (6,843 peers)

Jlem Holdings Incorporated multi-year trail

Jlem Holdings Incorporated's plans moved +44.8% in assets from 2022 to 2024; this filing shows Jlem Holdings Incorporated Retirement Plan at $690K / 10 participants.

#760
in Wholesale Trade (6,843 peers)
-1.4%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jlem Holdings Incorporated Retirement Plan among the smaller filed plans by assets

Jlem Holdings Incorporated Retirement Plan vs every filed plan by assets

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

$690,000 21st percentile higher than 21% 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

Jlem Holdings Incorporated 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. Jlem Holdings Incorporated Retirement Plan is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 825104349 · Jlem Holdings Incorporated PY 2022 · Profit Sharing

Jlem Holdings Incorporated Retirement Plan · $690K · 10 · 21st

  • NET $690K
  • NET 10
  • NET 21st
  • NET Profit Sharing
  • NET near David Posmantier P/S Plan
  • NET ind #760

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 Wholesale Trade retirement plans → · Plans in Arizona →

Jlem Holdings Incorporated Retirement Plan in the asset neighbourhood

Jlem Holdings Incorporated Retirement PlanJlem Holdings Incorporated R…$690KDavid Posmantier P/S Plan$690KMhl Tech Solutions, Inc. Retirement PlanMhl Tech Solutions, Inc. Ret…$689KMoon3 Holdings Inc. Retirement PlanMoon3 Holdings Inc. Retireme…$691KStroco Ventures, Inc. Retirement PlanStroco Ventures, Inc. Retire…$689K
End-of-year total assets ($M) among Jlem Holdings Incorporated Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jlem Holdings Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Jlem Holdings Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$999K 44.81608695652174% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.69M $1M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 10 $690K
2023 1 9 $690K
2024 2 13 $999K

Jlem Holdings Incorporated filing trail (2022)

Total Assets (Beginning of Year)$700K
Net Assets (End of Year)$690K
Net Income-$10K
Employer EIN825104349
Plan Effective Date2018-04-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Jlem Holdings Incorporated Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -20020406080 Total assets ($M) Participants Jlem Holdings Incorporated Retirement Plan, Total assets ($M): 0.69 · Participants: 10Jlem Holdings Incorporated 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
Jlem Holdings Incorporated Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Jlem Holdings Incorporated Retirement Plan side-by-side with 3 peers →

Jlem Holdings Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is David Posmantier P/S Plan in NY ($690K); by covered participants it is Khenricks Inc. Retirement Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($690K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Jlem Holdings Incorporated Retirement Plan assets move in 2022? ▼
Jlem Holdings Incorporated Retirement Plan edged down modestly - down 1.4% during 2022, from $700K to $690K. Reported net income was -$10K.
How have Jlem Holdings Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jlem Holdings Incorporated's sponsor-wide assets grew 44.8%, from $690K to $999K.
Where does Jlem Holdings Incorporated Retirement Plan rank by assets among Form 5500 filers? ▼
Jlem Holdings Incorporated Retirement Plan ranks in the 21st 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 Jlem Holdings Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is David Posmantier P/S Plan in NY ($690K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jlem Holdings Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Khenricks Inc. Retirement Plan in MN (10 participants, $884K 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 825104349.

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.