Profit Sharing · DOL Form 5500 · 2023

J.a.C. Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$701K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$233,798
Avg per participant Above avg balance/head
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Official DOL plan name: J.a.C. Investments Inc. Retirement Plan · Sponsored by J.a.C. Investments Inc. · Michigan · Retail Trade

$701K in assets, 3 participants

J.a.C. Investments Inc.'s J.a.C. Investments Inc. Retirement Plan reported $701K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,729 in Retail Trade (8,414 peers)

J.a.C. Investments Inc. multi-year trail

J.a.C. Investments Inc.'s plans moved +54.3% in assets from 2022 to 2024; this filing shows J.a.C. Investments Inc. Retirement Plan at $701K / 3 participants.

#2,729
in Retail Trade (8,414 peers)
-6.9%
assets change YoY

The plan reported a net loss of $52K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.a.C. Investments Inc. Retirement Plan among the smaller filed plans by assets

J.a.C. Investments Inc. Retirement Plan vs every filed plan by assets

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

$701,395 21st percentile higher than 21% 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

J.a.C. Investments 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. J.a.C. Investments Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.a.C. Investments Inc. Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • J.a.C. Investments Inc. Retirement Plan reported net income rose from -$77K in the plan year 2022 filing to -$52K in the plan year 2023 filing.
  • J.a.C. Investments Inc. Retirement Plan end-of-year assets fell from $753K in the plan year 2022 filing to $701K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364868311 · J.a.C. Investments Inc. PY 2023 · Profit Sharing

J.a.C. Investments Inc. Retirement Plan · $701K · 3 · 21st

  • PART $701K
  • PART 3
  • PART 21st
  • PART Profit Sharing
  • PART near Fleetwood Management, Inc. Retirement Plan
  • PART ind #2729

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 →

J.a.C. Investments Inc. Retirement Plan in the asset neighbourhood

J.a.C. Investments Inc. Retirement PlanJ.a.C. Investments Inc. Reti…$701KFleetwood Management, Inc. Retirement PlanFleetwood Management, Inc. R…$701KImplant Center of Rockland, Inc. Profit Sharing PlanImplant Center of Rockland, …$701KBellagrace Vineyards Profit Sharing PlanBellagrace Vineyards Profit …$701KTriumph Marketing, Inc. Retirement PlanTriumph Marketing, Inc. Reti…$701K
End-of-year total assets ($M) among J.a.C. Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

J.a.C. Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J.a.C. Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 54.34145745752655% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.75M $1.16M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 5 $753K
2023 1 3 $701K
2024 1 3 $1M

J.a.C. Investments Inc. filing trail (2023)

Total Assets (Beginning of Year)$753K
Net Assets (End of Year)$701K
Net Income-$52K
Employer EIN364868311
Plan Effective Date2017-05-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

J.a.C. Investments Inc. 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 ($B) Participants J.a.C. Investments Inc. Retirement Plan, Total assets ($B): 0.000701395 · Participants: 3J.a.C. Investments Inc. 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
J.a.C. Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare J.a.C. Investments Inc. Retirement Plan side-by-side with 3 peers →

J.a.C. Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Fleetwood Management, Inc. Retirement Plan in IL ($701K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J.a.C. Investments Inc. Retirement Plan assets move in 2023? ▼
J.a.C. Investments Inc. Retirement Plan pulled back noticeably - down 6.9% during 2023, from $753K to $701K. Reported net income was -$52K.
How have J.a.C. Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.a.C. Investments Inc.'s sponsor-wide assets grew 54.3%, from $753K to $1M.
Where does J.a.C. Investments Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
J.a.C. Investments Inc. Retirement Plan ranks in the 21st 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 J.a.C. Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fleetwood Management, Inc. Retirement Plan in IL ($701K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to J.a.C. Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 364868311.

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.