Profit Sharing · DOL Form 5500 · 2023

Jrh&e Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$400K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$199,877
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jrh&e Investments, Inc. Retirement Plan · Sponsored by Jrh&e Investments, Inc. · Arizona · Finance & Insurance

$400K in assets, 2 participants

Jrh&e Investments, Inc.'s Jrh&e Investments, Inc. Retirement Plan reported $400K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #843 in Finance & Insurance (8,869 peers)

Jrh&e Investments, Inc. multi-year trail

Jrh&e Investments, Inc.'s plans moved +2625.5% in assets from 2022 to 2024; this filing shows Jrh&e Investments, Inc. Retirement Plan at $400K / 2 participants.

#843
in Finance & Insurance (8,869 peers)
+3279.4%
assets growth YoY

Jrh&e Investments, Inc. Retirement Plan among the smaller filed plans by assets

Jrh&e Investments, Inc. Retirement Plan vs every filed plan by assets

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

$399,753 16th percentile higher than 16% 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

Jrh&e Investments, 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. Jrh&e Investments, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jrh&e Investments, Inc. Retirement Plan end-of-year assets rose from $12K in the plan year 2022 filing to $400K in the plan year 2023 filing.
  • Jrh&e Investments, Inc. Retirement Plan reported net income rose from -$17K in the plan year 2022 filing to $388K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 822745907 · Jrh&e Investments, Inc. PY 2023 · Profit Sharing

Jrh&e Investments, Inc. Retirement Plan · $400K · 2 · 16th

  • 5500 $400K
  • 5500 2
  • 5500 16th
  • 5500 Profit Sharing
  • 5500 near Millhaven Management Corporation Profit Sharing Plan & Trust
  • 5500 ind #843

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 Finance & Insurance retirement plans → · Plans in Arizona →

Jrh&e Investments, Inc. Retirement Plan in the asset neighbourhood

Jrh&e Investments, Inc. Retirement PlanJrh&e Investments, Inc. Reti…$400KMillhaven Management Corporation Profit Sharing Plan & TrustMillhaven Management Corpora…$400KJames a. Mcpeake Profit Sharing PlanJames a. Mcpeake Profit Shar…$400KCentury Tube Corporation Profit Sharing PlanCentury Tube Corporation Pro…$400KMcconnell Ventures Incorporated Retirement PlanMcconnell Ventures Incorpora…$400K
End-of-year total assets ($M) among Jrh&e Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jrh&e Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jrh&e Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$322K 2625.5051145489897% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.01M $0.32M ▲ +3100.0%
Year Plans Participants Total Assets
2022 1 2 $12K
2023 1 2 $400K
2024 1 5 $322K

Jrh&e Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12K
Net Assets (End of Year)$400K
Net Income$388K
Employer EIN822745907
Plan Effective Date2017-09-11
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Jrh&e Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Jrh&e Investments, Inc. Retirement Plan, Total assets ($M): 0.399753 · Participants: 2Jrh&e Investments, Inc. Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Jrh&e Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Jrh&e Investments, Inc. Retirement Plan side-by-side with 3 peers →

Jrh&e Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Millhaven Management Corporation Profit Sharing Plan & Trust in CA ($400K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Jrh&e Investments, Inc. Retirement Plan assets move in 2023? ▼
Jrh&e Investments, Inc. Retirement Plan surged - up 3279.4% during 2023, from $12K to $400K. Reported net income was $388K.
How have Jrh&e Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jrh&e Investments, Inc.'s sponsor-wide assets grew 2625.5%, from $12K to $322K.
Where does Jrh&e Investments, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Jrh&e Investments, Inc. Retirement Plan ranks in the 16th 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 Jrh&e Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Millhaven Management Corporation Profit Sharing Plan & Trust in CA ($400K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jrh&e Investments, 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, $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 822745907.

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.