Profit Sharing · DOL Form 5500 · 2023

Jdb Associates of the Triad, Inc. Profit Sharing Plan

Data updated 2026-08-25

N/A
Total assets
1
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jdb Associates of the Triad, Inc. Retirement Plan · Sponsored by Jdb Associates of the Triad, Inc. · North Carolina · Healthcare & Social Assistance

N/A in assets, 1 participants

Jdb Associates of the Triad, Inc.'s Jdb Associates of the Triad, Inc. Retirement Plan reported N/A in total assets and 1 participant in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2023 filing shows

Jdb Associates of the Triad, Inc. Retirement Plan holds N/A for 1 participant.

-$43K
reported net income

The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jdb Associates of the Triad, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jdb Associates of the Triad, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jdb Associates of the Triad, Inc. Retirement Plan reported net income rose from -$46K in the plan year 2022 filing to -$43K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 833503063 · Jdb Associates of the Triad, Inc. PY 2023 · Profit Sharing

Jdb Associates of the Triad, Inc. Retirement Plan · N/A · 1

  • RANK N/A
  • PHOTO 1
  • IND PY 2023
  • EOY Profit Sharing
  • 5500 near Luke Krumnow, Inc. Employees Profit Sharing Plan
  • ASSETS -$43K

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Filing particulars (2023)

Total Assets (Beginning of Year)$43K
Net Assets (End of Year)N/A
Net Income-$43K
Employer EIN833503063
Plan Effective Date2019-02-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Jdb Associates of the Triad, Inc.)

Sponsor-wide plan assets over time

All Jdb Associates of the Triad, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.02M$0.04M$0.06M 20222023 $0.04M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $43K
2023 1 1 N/A

Nearby Profit Sharing Plans in North Carolina

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

Jdb Associates of the Triad, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 5 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Tax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Jdb Associates of the Triad, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Jdb Associates of the Triad, Inc. Retirement Plan's closest out-of-state Profit Sharing peers by headcount

Outside North Carolina, the nearest Profit Sharing by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant; this filing: 1 participant).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which Profit Sharing plans cover a similar participant headcount to Jdb Associates of the Triad, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).