Profit Sharing · DOL Form 5500 · 2023

Jonathan Paul Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$249K
Total assets Small plan by assets: 2
Participants Small participant base: 12th
Percentile by assets National rank: $124,500
Avg per participant Near avg balance/head

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Official DOL plan name: Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust · Sponsored by Jonathan Paul Associates, Inc. · North Carolina · Administrative & Support Services

$249K in assets, 2 participants

Jonathan Paul Associates, Inc.'s Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust reported $249K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

#1,209 in Administrative & Support Services (4,372 peers)

Jonathan Paul Associates, Inc. multi-year trail

Jonathan Paul Associates, Inc.'s plans moved -49.1% in assets from 2022 to 2024; this filing shows Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust at $249K / 2 participants.

#1,209
in Administrative & Support Services (4,372 peers): -3.4%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets

Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$249,000 12th percentile higher than 12% 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

Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust reported net income fell from $78K in the plan year 2022 filing to -$9K in the plan year 2023 filing.
Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust end-of-year assets fell from $258K in the plan year 2022 filing to $249K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 203722986 · Jonathan Paul Associates, Inc. PY 2023 · Profit Sharing

Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust · $249K · 2 · 12th

VS-ST $249K
VS-ST 2
VS-ST 12th
VS-ST Profit Sharing
VS-ST near Virgen Milagros Baez Hernandez Retirement Plan Trust
VS-ST ind #1209

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jonathan Paul Associates, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $131K 49.06205018177021% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$258K
2023	1	2	$249K
2024	1	2	$131K

Jonathan Paul Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$258K
Net Assets (End of Year)	$249K
Net Income	-$9K
Employer EIN	203722986
Plan Effective Date	2005-11-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Tax Deferred Savings Plan of Novant Health, Inc. $2.2B · 36,057
Charter Communications, Inc. Retirement Accumulation Plan $1.3B · 96,058
Firsthealth of the Carolinas, Inc. Retirement Growth Plan $108M · 5,519
Baker & Taylor Retirement Savings Plan $67M · 1,361
Intermec Fssp Spinoff Plan $51M · 74

Compare Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Virgen Milagros Baez Hernandez Retirement Plan Trust in PR ($249K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($249K here).

Virgen Milagros Baez Hernandez Retirement Plan Trust (PR) $249K · 6
Northwest Kitchen Exhaust Cleaning Services Corp. Retirement Plan (WA) $249K · 10
N Star Holdings, Inc. Retirement Plan (VA) $249K · 2
Cklloyd Inc. Retirement Plan (MS) $249K · 1

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Kramatron Precision Inc - Profit Sharing Plan (NJ) 2 · 0 off
Group H Capital Corporation Profit Sharing Trust (VA) 2 · 0 off
Sechalf Holdings, Inc. Retirement Plan (TX) 2 · 0 off

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 Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust assets move in 2023? ▼

Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust edged down modestly - down 3.4% during 2023, from $258K to $249K. Reported net income was -$9K.

How have Jonathan Paul Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jonathan Paul Associates, Inc.'s sponsor-wide assets declined 49.1%, from $258K to $131K.

Where does Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust ranks in the 12th 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 Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust? ▼

Among Profit Sharing plans in other states, the closest by assets is Virgen Milagros Baez Hernandez Retirement Plan Trust in PR ($249K, 6 participants).

Which Profit Sharing plans cover a similar participant headcount to Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 203722986.