401(k)
2022 plan-year 401(k) DOL Form 5500

Jarrett Enterprises 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Bill Jarrett Ford, Inc. Β· Florida Β· Retail Trade

What the 2023 filing shows

Jarrett Enterprises 401(k) Profit Sharing Plan holds $13M for 376 participants - about $33,290 per participant, up 10.6% over the 2022 plan year.

$13M
total plan assets (2022 EOY)
376
covered participants
$33,290
avg assets per participant
+10.6%
assets growth YoY

The plan reported a net loss of $1M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$13M
Participants
376
State
Industry
Retail Trade

What the Filing Says About Jarrett Enterprises 401(k) Profit Sharing Plan

Jarrett Enterprises 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Bill Jarrett Ford, Inc., headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 376 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 591637589, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2022 to $13M at year-end β€” a gain of 10.6%. Net assets (after liabilities) closed the year at $13M, with reported net income of $-1,387,063 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$-1,387,063
Plan Type401(k)
Employer EIN591637589
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bill Jarrett Ford, Inc.)

Year Plans Participants Total Assets
2022 1 376 $13M
2023 1 519 $15M
2024 1 505 $18M

Nearby 401(k) Plans in Florida

Peer 401(k) plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Jarrett Enterprises 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Jarrett Enterprises 401(k) Profit Sharing Plan holds $13M in total assets with 376 participants. It is sponsored by Bill Jarrett Ford, Inc..
What type of plan is Jarrett Enterprises 401(k) Profit Sharing Plan?
Jarrett Enterprises 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 591637589.
Who sponsors the Jarrett Enterprises 401(k) Profit Sharing Plan?
Jarrett Enterprises 401(k) Profit Sharing Plan is sponsored by Bill Jarrett Ford, Inc., located in Florida. The sponsor's EIN is 591637589 and the plan operates in the Retail Trade industry.
How did Jarrett Enterprises 401(k) Profit Sharing Plan perform in 2022?
Jarrett Enterprises 401(k) Profit Sharing Plan grew by 10.6% during 2022, moving from $11M to $13M in total assets. Net income was $-1,387,063.
Where can I find official filings for Jarrett Enterprises 401(k) Profit Sharing Plan?
Official Form 5500 filings for Jarrett Enterprises 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 591637589 or plan name at efast.dol.gov.
How does Jarrett Enterprises 401(k) Profit Sharing Plan compare to other plans?
You can compare Jarrett Enterprises 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 591637589.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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