Profit Sharing · DOL Form 5500 · 2022

Jack R. Benjamin & Associates Inc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$334,255
Avg per participant High balance/head
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Official DOL plan name: Jba Employees Pension Plan · Sponsored by Jack R. Benjamin & Associates Inc · California · Professional & Technical Services

$1M in assets, 3 participants

Jack R. Benjamin & Associates Inc's Jba Employees Pension Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,569 in Professional & Technical Services (21,562 peers)

Jack R. Benjamin & Associates Inc multi-year trail

Jack R. Benjamin & Associates Inc's plans moved +31.1% in assets from 2022 to 2023; this filing shows Jba Employees Pension Plan at $1M / 3 participants.

#4,569
in Professional & Technical Services (21,562 peers)
-21.6%
assets change YoY

The plan reported a net loss of $277K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jba Employees Pension Plan among the smaller filed plans by assets

Jba Employees Pension Plan vs every filed plan by assets

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

$1,002,766 25th percentile higher than 25% 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

Jba Employees Pension 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. Jba Employees Pension Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 942579519 · Jack R. Benjamin & Associates Inc PY 2022 · Profit Sharing

Jba Employees Pension Plan · $1M · 3 · 25th

  • IND $1M
  • EOY 3
  • 5500 25th
  • ASSETS Profit Sharing
  • PCT near Christopher J. Garner Profit Sharing Plan
  • EIN ind #4569

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 Professional & Technical Services retirement plans → · Plans in California →

Jba Employees Pension Plan in the asset neighbourhood

Jba Employees Pension Plan$1MChristopher J. Garner Profit Sharing PlanChristopher J. Garner Profit…$1MDavlin Transport, Inc. Retirement PlanDavlin Transport, Inc. Retir…$1MPlan De Pensiones De Contribuciones Definidas Del Municipio De Guayama Programa Head StartPlan De Pensiones De Contrib…$1MKtk Mobility Inc.Retirement PlanKtk Mobility Inc.Retirement …$1M
End-of-year total assets ($M) among Jba Employees Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jack R. Benjamin & Associates Inc multi-year asset trail

Sponsor-wide plan assets over time

All Jack R. Benjamin & Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.08227307867098% vs 2022
2023 filing year
$2M$2.5M$3M$3.5M 20222023 $2.39M $3.13M ▲ +31.0%
Year Plans Participants Total Assets
2022 2 6 $2M
2023 2 6 $3M

Jack R. Benjamin & Associates Inc filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$277K
Employer EIN942579519
Plan Effective Date1979-05-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Jba Employees Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Jba Employees Pension Plan, Total assets ($B): 0.001002766 · Participants: 3Jba Employees Pension PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Jba Employees Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Jba Employees Pension Plan side-by-side with 3 peers →

Jba Employees Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Christopher J. Garner Profit Sharing Plan in NH ($1M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Jba Employees Pension Plan assets move in 2022? ▼
Jba Employees Pension Plan declined sharply - down 21.6% during 2022, from $1M to $1M. Reported net income was -$277K.
How have Jack R. Benjamin & Associates Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jack R. Benjamin & Associates Inc's sponsor-wide assets grew 31.1%, from $2M to $3M.
Where does Jba Employees Pension Plan rank by assets among Form 5500 filers? ▼
Jba Employees Pension Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Jba Employees Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Christopher J. Garner Profit Sharing Plan in NH ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jba Employees Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 942579519.

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.