Profit Sharing · DOL Form 5500 · 2023

Jaxson Maximus Inc. Profit Sharing Plan

Data updated 2026-08-25

$183K
Total assets Small plan by assets
16
Participants Small participant base
10th
Percentile by assets National rank
$11,465
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jaxson Maximus Inc. Retirement Plan · Sponsored by Jaxson Maximus Inc. · Florida · Retail Trade

$183K in assets, 16 participants

Jaxson Maximus Inc.'s Jaxson Maximus Inc. Retirement Plan reported $183K in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,357 in Retail Trade (8,414 peers)

2023 asset change

Jaxson Maximus Inc. Retirement Plan pulled back noticeably 9.6% in 2023 ($203K → $183K) for 16 participants.

#1,357
in Retail Trade (8,414 peers)
-9.6%
assets change YoY

The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jaxson Maximus Inc. Retirement Plan among the smaller filed plans by assets

Jaxson Maximus Inc. Retirement Plan vs every filed plan by assets

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

$183,442 10th percentile higher than 10% 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

Jaxson Maximus Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jaxson Maximus Inc. Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jaxson Maximus Inc. Retirement Plan reported net income fell from $93K in the plan year 2022 filing to -$19K in the plan year 2023 filing.
  • Jaxson Maximus Inc. Retirement Plan reported participants rose from 11 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Jaxson Maximus Inc. Retirement Plan end-of-year assets fell from $203K in the plan year 2022 filing to $183K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 830857952 · Jaxson Maximus Inc. PY 2023 · Profit Sharing

Jaxson Maximus Inc. Retirement Plan · $183K · 16 · 10th

  • NET $183K
  • NET 16
  • NET 10th
  • NET Profit Sharing
  • NET near Johnie Baker Juan Retirement Plan
  • NET ind #1357

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 Florida →

Jaxson Maximus Inc. Retirement Plan in the asset neighbourhood

Jaxson Maximus Inc. Retirement PlanJaxson Maximus Inc. Retireme…$183KJohnie Baker Juan Retirement PlanJohnie Baker Juan Retirement…$183KRestaurant Nva Corp. Retirement PlanRestaurant Nva Corp. Retirem…$184KTaylor Vision Travel One Inc. Retirement PlanTaylor Vision Travel One Inc…$183KMkd Shamrocks Inc. Retirement PlanMkd Shamrocks Inc. Retiremen…$183K
End-of-year total assets ($M) among Jaxson Maximus Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jaxson Maximus Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Jaxson Maximus Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$200K 1.2158519095331266% vs 2022
2024 filing year
$0.17M$0.18M$0.19M$0.2M$0.21M 202220232024 $0.2M $0.2M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 11 $203K
2023 1 16 $183K
2024 1 12 $200K

2023 asset-move particulars

Total Assets (Beginning of Year)$203K
Net Assets (End of Year)$183K
Net Income-$19K
Employer EIN830857952
Plan Effective Date2019-10-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Jaxson Maximus Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Jaxson Maximus Inc. Retirement Plan, Total assets ($B): 0.000183442 · Participants: 16Jaxson Maximus Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Jaxson Maximus Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Jaxson Maximus Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Profit Sharing by assets is Johnie Baker Juan Retirement Plan in MI ($183K); by covered participants it is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($183K here).

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); 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 Jaxson Maximus Inc. Retirement Plan assets move in 2023? ▼
Jaxson Maximus Inc. Retirement Plan pulled back noticeably - down 9.6% during 2023, from $203K to $183K. Reported net income was -$19K.
How have Jaxson Maximus Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jaxson Maximus Inc.'s sponsor-wide assets declined 1.2%, from $203K to $200K.
Where does Jaxson Maximus Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Jaxson Maximus Inc. Retirement Plan ranks in the 10th 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 Jaxson Maximus Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Johnie Baker Juan Retirement Plan in MI ($183K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jaxson Maximus Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants, $10M 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 830857952.

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.