Profit Sharing · DOL Form 5500 · 2023

Nash-Jackan Funeral Homes, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
37th
Percentile by assets National rank
$819,111
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan · Sponsored by Nash-Jackan Funeral Homes, Inc. · Wisconsin · Other Services

$3M in assets, 4 participants

Nash-Jackan Funeral Homes, Inc.'s Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,759 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan ranks #4,759 of 7,857 2023 filers by assets (613% of the sector average)-$3M for 4 participants.

#4,759
in Other Services (7,857 peers)
+1.8%
assets growth YoY

Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan vs every filed plan by assets

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

$3,276,442 37th percentile higher than 37% 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

Nash-Jackan Funeral Homes, Inc., Profit Sharing 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. Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $59K in the plan year 2023 filing.
  • Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390789921 · Nash-Jackan Funeral Homes, Inc. PY 2023 · Profit Sharing

Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan · $3M · 4 · 37th

  • BOY $3M
  • SCH 4
  • EBSA 37th
  • PART Profit Sharing
  • TYPE near James Coane Profit Sharing Plan
  • NET ind #4759

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 Other Services retirement plans → · Plans in Wisconsin →

Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan in the asset neighbourhood

Nash-Jackan Funeral Homes, Inc., Profit Sharing PlanNash-Jackan Funeral Homes, I…$3MJames Coane Profit Sharing PlanJames Coane Profit Sharing P…$3MBoys & Girls Clubs of Puerto Rico Retirement PlanBoys & Girls Clubs of Puerto…$3MPermian Basin Appraisal Service Inc Profit Sharing PlanPermian Basin Appraisal Serv…$3MSeedco Retirement Plan$3M
End-of-year total assets ($M) among Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$59K
Employer EIN390789921
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nash-Jackan Funeral Homes, Inc.)

Sponsor-wide plan assets over time

All Nash-Jackan Funeral Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2.8327072062216563% vs 2022
2024 filing year
$3.1M$3.15M$3.2M$3.25M$3.3M 202220232024 $3.22M $3.13M ▼ -2.8%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 4 $3M

Nearby Profit Sharing Plans in Wisconsin

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

Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan, Total assets ($B): 0.003276442 · Participants: 4Nash-Jackan Funeral Homes, Inc., Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan side-by-side with 3 peers →

Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is James Coane Profit Sharing Plan in PA ($3M); 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 Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan assets move in 2023? ▼
Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan edged up modestly - up 1.8% during 2023, from $3M to $3M. Reported net income was $59K.
How have Nash-Jackan Funeral Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nash-Jackan Funeral Homes, Inc.'s sponsor-wide assets declined 2.8%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is James Coane Profit Sharing Plan in PA ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Nash-Jackan Funeral Homes, Inc., Profit Sharing 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 390789921.

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.