Profit Sharing · DOL Form 5500 · 2023
Jmgm, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $292K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $291,992
- Avg per participant High balance/head
Official DOL plan name: Jmgm, Inc. Retirement Plan · Sponsored by Jmgm, Inc. · Pennsylvania · Real Estate
$292K in assets, 1 participants
Jmgm, Inc.'s Jmgm, Inc. Retirement Plan reported $292K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 13th 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.
- #1,009 in Real Estate (4,727 peers)
Jmgm, Inc. multi-year trail
Jmgm, Inc.'s plans moved -36.2% in assets from 2022 to 2024; this filing shows Jmgm, Inc. Retirement Plan at $292K / 1 participant.
- #1,009
- in Real Estate (4,727 peers)
- -6.2%
- assets change YoY
The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jmgm, Inc. Retirement Plan among the smaller filed plans by assets
Jmgm, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$291,992 13th percentile higher than 13% 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
Jmgm, 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. Jmgm, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jmgm, Inc. Retirement Plan reported net income fell from $7K in the plan year 2022 filing to -$19K in the plan year 2023 filing.
- Jmgm, Inc. Retirement Plan end-of-year assets fell from $311K in the plan year 2022 filing to $292K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 813858406 · Jmgm, Inc. PY 2023 · Profit Sharing
Jmgm, Inc. Retirement Plan · $292K · 1 · 13th
- PART $292K
- PART 1
- PART 13th
- PART Profit Sharing
- PART near Capaquarian Management Inc. Retirement Plan
- PART ind #1009
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 Pennsylvania →
Jmgm, Inc. Retirement Plan in the asset neighbourhood
Jmgm, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jmgm, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $199K 36.24019932061466% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $311K |
| 2023 | 1 | 1 | $292K |
| 2024 | 1 | 1 | $199K |
Jmgm, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $311K |
|---|---|
| Net Assets (End of Year) | $292K |
| Net Income | -$19K |
| Employer EIN | 813858406 |
| Plan Effective Date | 2016-09-23 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Jmgm, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Capaquarian Management Inc. Retirement Plan in CA ($292K); 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 ($292K here).
- Capaquarian Management Inc. Retirement Plan (CA) $292K · N/A
- Whitehawk Retirement Plan (TX) $292K · 145
- Purt Holdings Inc. Retirement Plan (MO) $292K · 1
- Gonzalez-Buxo Retirement Plan (PR) $292K · 7
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.