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
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
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.
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 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
| 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 EIN | 431554585 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.7B · 14,349
- Construction Industry Retirement Fund of Rockford $564M · 10,685
- Ohio Carpenters' Annuity Plan $410M · 9,314
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $288M · 1,404
- NECA-IBEW Memphis Retirement Plan $213M · 2,389
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).
- Jaxson Maximus Inc. Retirement Plan (FL) $183K · 16
- Restaurant Nva Corp. Retirement Plan (VA) $184K · 1
- Taylor Vision Travel One Inc. Retirement Plan (NJ) $183K · 1
- Mkd Shamrocks Inc. Retirement Plan (MD) $183K · 4
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.