Profit Sharing · DOL Form 5500 · 2023

Sbv James Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$263,011
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sbv James Inc. Retirement Plan · Sponsored by Sbv James Inc. · Colorado · Retail Trade

$1M in assets, 4 participants

Sbv James Inc.'s Sbv James Inc. Retirement Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,076 in Retail Trade (8,414 peers)

What the 2023 filing shows

Sbv James Inc. Retirement Plan holds $1M for 4 participants - about $263,011 per participant, among the smaller plans by assets on file.

#3,076
in Retail Trade (8,414 peers)
+3.8%
assets growth YoY

Sbv James Inc. Retirement Plan among the smaller filed plans by assets

Sbv James Inc. Retirement Plan vs every filed plan by assets

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

$1,052,042 24th percentile higher than 24% 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

Sbv James 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. Sbv James Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbv James Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Sbv James Inc. Retirement Plan reported net income fell from $331K in the plan year 2022 filing to $38K in the plan year 2023 filing.
  • Sbv James Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 842810506 · Sbv James Inc. PY 2023 · Profit Sharing

Sbv James Inc. Retirement Plan · $1M · 4 · 24th

  • IND $1M
  • IND 4
  • IND 24th
  • IND Profit Sharing
  • IND near Hansen Resorts Inc. Retirement Plan
  • IND ind #3076

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 Colorado →

Sbv James Inc. Retirement Plan in the asset neighbourhood

Sbv James Inc. Retirement PlanSbv James Inc. Retirement Pl…$1MHansen Resorts Inc. Retirement PlanHansen Resorts Inc. Retireme…$1MS.C. Carrow, Inc. Profit Sharing PlanS.C. Carrow, Inc. Profit Sha…$1MReinaldo Gonzalez Martinez Profit Sharing Retirement PlanReinaldo Gonzalez Martinez P…$1MTraction Management Corporation Retirement PlanTraction Management Corporat…$1M
End-of-year total assets ($M) among Sbv James Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$38K
Employer EIN842810506
Plan Effective Date2019-11-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Sbv James Inc.)

Sponsor-wide plan assets over time

All Sbv James Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 9.333502983174089% vs 2022
2024 filing year
$1M$1.05M$1.1M$1.15M 202220232024 $1.01M $1.11M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 4 $1M
2024 1 4 $1M

Nearby Profit Sharing Plans in Colorado

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

Sbv James Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Sbv James Inc. Retirement Plan, Total assets ($M): 1.052042 · Participants: 4Sbv James Inc. Retirement PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Sbv James Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Sbv James Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest Profit Sharing by assets is Hansen Resorts Inc. Retirement Plan in MN ($1M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Sbv James Inc. Retirement Plan assets move in 2023? ▼
Sbv James Inc. Retirement Plan edged up modestly - up 3.8% during 2023, from $1M to $1M. Reported net income was $38K.
How have Sbv James Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sbv James Inc.'s sponsor-wide assets grew 9.3%, from $1M to $1M.
Where does Sbv James Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Sbv James Inc. Retirement Plan ranks in the 24th 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 Sbv James Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hansen Resorts Inc. Retirement Plan in MN ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Sbv James Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 842810506.

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.