Profit Sharing · DOL Form 5500 · 2022

Jtms Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$693K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$346,573
Avg per participant High balance/head
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Official DOL plan name: Jtms Investments Inc. Retirement Plan · Sponsored by Jtms Investments Inc. · Oklahoma · Food Services & Accommodation

$693K in assets, 2 participants

Jtms Investments Inc.'s Jtms Investments Inc. Retirement Plan reported $693K in total assets and 2 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.

  • #2,414 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Jtms Investments Inc. Retirement Plan ranks #2,414 of 4,592 2022 filers by assets (2823% of the sector average)-$693K for 2 participants.

#2,414
in Food Services & Accommodation (4,592 peers)
-39.0%
assets change YoY

The plan reported a net loss of $442K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jtms Investments Inc. Retirement Plan among the smaller filed plans by assets

Jtms Investments Inc. Retirement Plan vs every filed plan by assets

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

$693,145 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

Jtms Investments 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. Jtms Investments Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 454649332 · Jtms Investments Inc. PY 2022 · Profit Sharing

Jtms Investments Inc. Retirement Plan · $693K · 2 · 21st

  • VS-ST $693K
  • VS-ST 2
  • VS-ST 21st
  • VS-ST Profit Sharing
  • VS-ST near Collier's Nursery Profit Sharing Plan
  • VS-ST ind #2414

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 Food Services & Accommodation retirement plans → · Plans in Oklahoma →

Jtms Investments Inc. Retirement Plan in the asset neighbourhood

Jtms Investments Inc. Retirement PlanJtms Investments Inc. Retire…$693KCollier's Nursery Profit Sharing PlanCollier's Nursery Profit Sha…$693KCoblentz, Patch, Duffy & Bass LLP Non-Elective PlanCoblentz, Patch, Duffy & Bas…$693KPickwick Paper Products Profit Sharing PlanPickwick Paper Products Prof…$693KSws Associates Inc Profit Sharing Plan & TrustSws Associates Inc Profit Sh…$693K
End-of-year total assets ($M) among Jtms Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$693K
Net Income-$442K
Employer EIN454649332
Plan Effective Date2012-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Jtms Investments Inc.)

Sponsor-wide plan assets over time

All Jtms Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$710K 2.4981785917809405% vs 2022
2024 filing year
$0.68M$0.69M$0.7M$0.71M$0.72M$0.73M 202220232024 $0.69M $0.71M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 2 $693K
2023 1 3 $725K
2024 1 1 $710K

Nearby Profit Sharing Plans in Oklahoma

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

Jtms Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Jtms Investments Inc. Retirement Plan, Total assets ($M): 0.693145 · Participants: 2Jtms Investments Inc. Retirement PlanDolese Bros. Co. Profit Sharing Plan, Total assets ($M): 102.823168 · Participants: 975Dolese Bros. Co. Profit Sharing PlanFamily & Children's Services 403(b) Plan, Total assets ($M): 27.742286 · Participants: 762Family & Children's Services 403(b) PlanEskridge Auto Group Profit Sharing Plan, Total assets ($M): 22.347701 · Participants: 148Eskridge Auto Group Profit Sharing PlanVeenker Resources, Inc. Profit Sharing Plan, Total assets ($M): 17.85283 · Participants: 9Veenker Resources, Inc. Profit Sharing PlanMidlands Management Corporation 401(k) Plan, Total assets ($M): 8.717595 · Participants: 74Midlands Management Corporation 401(k) Plan
Jtms Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants
Compare Jtms Investments Inc. Retirement Plan side-by-side with 3 peers →

Jtms Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oklahoma, the nearest Profit Sharing by assets is Collier's Nursery Profit Sharing Plan in AL ($693K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Jtms Investments Inc. Retirement Plan assets move in 2022? ▼
Jtms Investments Inc. Retirement Plan contracted severely - down 39.0% during 2022, from $1M to $693K. Reported net income was -$442K.
How have Jtms Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jtms Investments Inc.'s sponsor-wide assets grew 2.5%, from $693K to $710K.
Where does Jtms Investments Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Jtms Investments Inc. 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 Jtms Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Collier's Nursery Profit Sharing Plan in AL ($693K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Jtms Investments 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 454649332.

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.