Profit Sharing · DOL Form 5500 · 2023

Jb Waters Vending Co. Profit Sharing Plan

Data updated 2026-08-25

$16K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$16,208
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jb Waters Vending Co. Retirement Plan · Sponsored by Jb Waters Vending Co. · Michigan · Retail Trade

$16K in assets, 1 participants

Jb Waters Vending Co.'s Jb Waters Vending Co. Retirement Plan reported $16K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #232 in Retail Trade (8,414 peers)

2023 asset change

Jb Waters Vending Co. Retirement Plan contracted severely 96.2% in 2023 ($425K → $16K) for 1 participant.

#232
in Retail Trade (8,414 peers)
-96.2%
assets change YoY

The plan reported a net loss of $409K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jb Waters Vending Co. Retirement Plan among the smaller filed plans by assets

Jb Waters Vending Co. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,208 2nd percentile higher than 2% of 127,068 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 2023

Jb Waters Vending Co. 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. Jb Waters Vending Co. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jb Waters Vending Co. Retirement Plan reported net income fell from $425K in the plan year 2022 filing to -$409K in the plan year 2023 filing.
  • Jb Waters Vending Co. Retirement Plan end-of-year assets fell from $425K in the plan year 2022 filing to $16K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 874700995 · Jb Waters Vending Co. PY 2023 · Profit Sharing

Jb Waters Vending Co. Retirement Plan · $16K · 1 · 2nd

  • EIN $16K
  • EIN 1
  • EIN 2nd
  • EIN Profit Sharing
  • EIN near Vitahlit-E Inc. Retirement Plan
  • EIN ind #232

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 Retail Trade retirement plans → · Plans in Michigan →

Jb Waters Vending Co. Retirement Plan in the asset neighbourhood

Jb Waters Vending Co. Retirement PlanJb Waters Vending Co. Retire…$16KVitahlit-E Inc. Retirement PlanVitahlit-E Inc. Retirement P…$16KHope & Cherish Home Care Retirement PlanHope & Cherish Home Care Ret…$16KCella Commercial Services, Inc. Retirement PlanCella Commercial Services, I…$16KJordi X. Kellogg, Md, PC Profit Sharing PlanJordi X. Kellogg, Md, PC Pro…$16K
End-of-year total assets ($M) among Jb Waters Vending Co. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jb Waters Vending Co. years around the 2023 move

Sponsor-wide plan assets over time

All Jb Waters Vending Co. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.43M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $425K
2023 1 1 $16K
2024 1 1 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$425K
Net Assets (End of Year)$16K
Net Income-$409K
Employer EIN874700995
Plan Effective Date2022-02-07
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

Jb Waters Vending Co. Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Jb Waters Vending Co. Retirement Plan, Total assets ($B): 0.000016208 · Participants: 1Jb Waters Vending Co. Retirement PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement Plan
Jb Waters Vending Co. Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Jb Waters Vending Co. Retirement Plan side-by-side with 3 peers →

Jb Waters Vending Co. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Vitahlit-E Inc. Retirement Plan in TN ($16K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

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

How did Jb Waters Vending Co. Retirement Plan assets move in 2023? ▼
Jb Waters Vending Co. Retirement Plan contracted severely - down 96.2% during 2023, from $425K to $16K. Reported net income was -$409K.
Where does Jb Waters Vending Co. Retirement Plan rank by assets among Form 5500 filers? ▼
Jb Waters Vending Co. Retirement Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jb Waters Vending Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Vitahlit-E Inc. Retirement Plan in TN ($16K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jb Waters Vending Co. 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).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 874700995.

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.