Profit Sharing · DOL Form 5500 · 2022

J & E Limited, Inc. Profit Sharing Plan

Data updated 2026-08-25

$39K
Total assets Small plan by assets
2
Participants Small participant base
3rd
Percentile by assets National rank
$19,280
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J & E Limited, Inc. Retirement Plan · Sponsored by J & E Limited, Inc. · Wisconsin · Real Estate

$39K in assets, 2 participants

J & E Limited, Inc.'s J & E Limited, Inc. Retirement Plan reported $39K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #190 in Real Estate (5,057 peers)

J & E Limited, Inc. multi-year trail

J & E Limited, Inc.'s plans moved -48.1% in assets from 2022 to 2024; this filing shows J & E Limited, Inc. Retirement Plan at $39K / 2 participants.

#190
in Real Estate (5,057 peers)
-9.7%
assets change YoY

The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J & E Limited, Inc. Retirement Plan among the smaller filed plans by assets

J & E Limited, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$38,560 3rd percentile higher than 3% of 139,123 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 2022

J & E Limited, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J & E Limited, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 463607013 · J & E Limited, Inc. PY 2022 · Profit Sharing

J & E Limited, Inc. Retirement Plan · $39K · 2 · 3rd

  • BOY $39K
  • BOY 2
  • BOY 3rd
  • BOY Profit Sharing
  • BOY near R & S Furrow, Inc. Profit Sharing Plan
  • BOY ind #190

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 Real Estate retirement plans → · Plans in Wisconsin →

J & E Limited, Inc. Retirement Plan in the asset neighbourhood

J & E Limited, Inc. Retirement PlanJ & E Limited, Inc. Retireme…$39KR & S Furrow, Inc. Profit Sharing PlanR & S Furrow, Inc. Profit Sh…$39KPlan De Retiro Para Empleados De Sign Engineering, LLCPlan De Retiro Para Empleado…$39KA.M.W Investments, Inc. Retirement PlanA.M.W Investments, Inc. Reti…$39KMail Plus Business Center Inc. Retirement PlanMail Plus Business Center In…$38K
End-of-year total assets ($M) among J & E Limited, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

J & E Limited, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J & E Limited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20K 48.13278008298755% vs 2022
2024 filing year
$0.01M$0.02M$0.03M$0.04M$0.05M 202220232024 $0.04M $0.02M ▼ -50.0%
Year Plans Participants Total Assets
2022 1 2 $39K
2023 1 2 $30K
2024 1 2 $20K

J & E Limited, Inc. filing trail (2022)

Total Assets (Beginning of Year)$43K
Net Assets (End of Year)$39K
Net Income-$4K
Employer EIN463607013
Plan Effective Date2013-09-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

J & E Limited, Inc. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants J & E Limited, Inc. Retirement Plan, Total assets ($B): 0.00003856 · Participants: 2J & E Limited, Inc. Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
J & E Limited, Inc. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare J & E Limited, Inc. Retirement Plan side-by-side with 3 peers →

J & E Limited, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is R & S Furrow, Inc. Profit Sharing Plan in VA ($39K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J & E Limited, Inc. Retirement Plan assets move in 2022? ▼
J & E Limited, Inc. Retirement Plan pulled back noticeably - down 9.7% during 2022, from $43K to $39K. Reported net income was -$4K.
How have J & E Limited, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J & E Limited, Inc.'s sponsor-wide assets declined 48.1%, from $39K to $20K.
Where does J & E Limited, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
J & E Limited, Inc. Retirement Plan ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to J & E Limited, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is R & S Furrow, Inc. Profit Sharing Plan in VA ($39K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to J & E Limited, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463607013.

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.