Profit Sharing · DOL Form 5500 · 2023

Johnie Baker Juan Profit Sharing Plan

Data updated 2026-08-25

$183K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$183,440
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Johnie Baker Juan Retirement Plan · Sponsored by Johnie Baker Juan · Michigan · Healthcare & Social Assistance

$183K in assets, 1 participants

Johnie Baker Juan's Johnie Baker Juan Retirement Plan reported $183K in total assets and 1 participant 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.

  • #1,240 in Healthcare & Social Assistance (17,684 peers)

Johnie Baker Juan multi-year trail

Johnie Baker Juan's plans moved +39.4% in assets from 2022 to 2024; this filing shows Johnie Baker Juan Retirement Plan at $183K / 1 participant.

#1,240
in Healthcare & Social Assistance (17,684 peers)
+20.3%
assets growth YoY

Johnie Baker Juan Retirement Plan among the smaller filed plans by assets

Johnie Baker Juan Retirement Plan vs every filed plan by assets

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

$183,440 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

Johnie Baker Juan 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. Johnie Baker Juan Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Johnie Baker Juan Retirement Plan reported net income rose from -$40K in the plan year 2022 filing to $31K in the plan year 2023 filing.
  • Johnie Baker Juan Retirement Plan end-of-year assets rose from $153K in the plan year 2022 filing to $183K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431554585 · Johnie Baker Juan PY 2023 · Profit Sharing

Johnie Baker Juan Retirement Plan · $183K · 1 · 10th

  • IND $183K
  • IND 1
  • IND 10th
  • IND Profit Sharing
  • IND near Jaxson Maximus Inc. Retirement Plan
  • IND ind #1240

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 Michigan →

Johnie Baker Juan Retirement Plan in the asset neighbourhood

Johnie Baker Juan Retirement PlanJohnie Baker Juan Retirement…$183KJaxson Maximus Inc. Retirement PlanJaxson Maximus Inc. Retireme…$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 Johnie Baker Juan Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Johnie Baker Juan multi-year asset trail

Sponsor-wide plan assets over time

All Johnie Baker Juan plans reported in each filing year

Latest sponsor-wide plan assets
$213K 39.44543886910967% vs 2022
2024 filing year
$0.14M$0.16M$0.18M$0.2M$0.22M 202220232024 $0.15M $0.21M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 1 $153K
2023 1 1 $183K
2024 1 1 $213K

Johnie Baker Juan filing trail (2023)

Total Assets (Beginning of Year)$153K
Net Assets (End of Year)$183K
Net Income$31K
Employer EIN431554585
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

Johnie Baker Juan 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 ($B) Participants Johnie Baker Juan Retirement Plan, Total assets ($B): 0.00018344 · Participants: 1Johnie Baker Juan 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
Johnie Baker Juan Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants

Johnie Baker Juan Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Jaxson Maximus Inc. Retirement Plan in FL ($183K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). 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 (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 Johnie Baker Juan Retirement Plan assets move in 2023?
Johnie Baker Juan Retirement Plan grew sharply - up 20.3% during 2023, from $153K to $183K. Reported net income was $31K.
How have Johnie Baker Juan plan assets changed over time?
Across 3 plan years on file (2022-2024), Johnie Baker Juan's sponsor-wide assets grew 39.4%, from $153K to $213K.
Where does Johnie Baker Juan Retirement Plan rank by assets among Form 5500 filers?
Johnie Baker Juan 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 Johnie Baker Juan Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Jaxson Maximus Inc. Retirement Plan in FL ($183K, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Johnie Baker Juan 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).