Other · DOL Form 5500 · 2022
Jva, Inc. Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $100,840
- Avg per participant Below avg balance/head
Official DOL plan name: Jva, Inc. Employees' Stock Bonus Plan and Trust · Sponsored by Jva, Inc. · Colorado · Professional & Technical Services
$14M in assets, 138 participants
Jva, Inc.'s Jva, Inc. Employees' Stock Bonus Plan and Trust reported $14M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,231 in Professional & Technical Services (21,562 peers)
Coverage in Colorado
Jva, Inc. Employees' Stock Bonus Plan and Trust covers 138 participants in Colorado, about 37% of the average Colorado filer (state average ~376 per filing). Assets: $14M.
- #15,231
- in Professional & Technical Services (21,562 peers)
- +4.3%
- assets growth YoY
Jva, Inc. Employees' Stock Bonus Plan and Trust's outsized position by total assets
Jva, Inc. Employees' Stock Bonus Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,915,914 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jva, Inc. Employees' Stock Bonus Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jva, Inc. Employees' Stock Bonus Plan and Trust sits mid-pack in the medium band (138 participants).
Published 5500 schedule card
Filing strip 840638689 · Jva, Inc. PY 2022 · Other
Jva, Inc. Employees' Stock Bonus Plan and Trust · $14M · 138 · 71st
- 5500 $14M
- 5500 138
- 5500 71st
- 5500 Other
- 5500 near Aquinas Institute of Rochester 403(b) Retirement Plan
- 5500 ind #15231
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 Colorado →
Jva, Inc. Employees' Stock Bonus Plan and Trust in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $618K |
| Employer EIN | 840638689 |
| Plan Effective Date | 1977-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jva, Inc.)
Sponsor-wide plan assets over time
All Jva, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 40.6422539677215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 268 | $28M |
| 2023 | 2 | 270 | $33M |
| 2024 | 2 | 275 | $39M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.0B · 1,300
- Children's Hospital Colorado 403(b) Plan $748M · 7,995
- University of Denver Retirement Plan $744M · 2,470
- Nrel 403(b) Employee Savings Plan $422M · 2,577
- Colorado College Retirement Benefit Plan $319M · 785
Jva, Inc. Employees' Stock Bonus Plan and Trust's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Aquinas Institute of Rochester 403(b) Retirement Plan in NY ($14M); by covered participants it is Harvesters 403b Plan in MO (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Aquinas Institute of Rochester 403(b) Retirement Plan (NY) $14M · 114
- Mcpherson Hospital Inc. Tax Deferred Annuity Plan (KS) $14M · 360
- 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford (CT) $14M · 523
- Goodwill Industries of Southern California, Inc. 403(b) Thrift Plan (CA) $14M · 2,384
Similar participant headcount
Nearest other-state filings by covered participants (138 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.