Profit Sharing · DOL Form 5500 · 2023
Jgharley Inc. Profit Sharing Plan
Data updated 2026-08-25
- $110K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $36,831
- Avg per participant Low balance/head
Official DOL plan name: Jgharley Inc. Retirement Plan · Sponsored by Jgharley Inc. · Pennsylvania · Other Services
$110K in assets, 3 participants
Jgharley Inc.'s Jgharley Inc. Retirement Plan reported $110K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.
- #1,152 in Other Services (7,857 peers)
2023 asset change
Jgharley Inc. Retirement Plan pulled back noticeably 9.8% in 2023 ($123K → $110K) for 3 participants.
- #1,152
- in Other Services (7,857 peers)
- -9.8%
- assets change YoY
The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jgharley Inc. Retirement Plan among the smaller filed plans by assets
Jgharley Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$110,493 7th percentile higher than 7% 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
Jgharley 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. Jgharley Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jgharley Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Jgharley Inc. Retirement Plan reported net income fell from -$10K in the plan year 2022 filing to -$12K in the plan year 2023 filing.
- Jgharley Inc. Retirement Plan end-of-year assets fell from $123K in the plan year 2022 filing to $110K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 834466616 · Jgharley Inc. PY 2023 · Profit Sharing
Jgharley Inc. Retirement Plan · $110K · 3 · 7th
- NET $110K
- BOOK 3
- VS-ST 7th
- BOY Profit Sharing
- SCH near Dahms Enterprises, Inc. Retirement Plan
- EBSA ind #1152
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 Pennsylvania →
Jgharley Inc. Retirement Plan in the asset neighbourhood
Jgharley Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Jgharley Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $110K 9.847996540554654% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $123K |
| 2023 | 2 | 6 | $110K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $123K |
|---|---|
| Net Assets (End of Year) | $110K |
| Net Income | -$12K |
| Employer EIN | 834466616 |
| Plan Effective Date | 2019-04-08 |
| 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
Jgharley Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Dahms Enterprises, Inc. Retirement Plan in CT ($110K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110K here).
- Dahms Enterprises, Inc. Retirement Plan (CT) $110K · 1
- Dognanigans Inc. Retirement Plan (CO) $111K · 2
- Plan B Assets Inc Retirement Plan (TX) $110K · 6
- Forever Solutions Corporation Retirement Plan (NY) $111K · 5
Similar participant headcount
Nearest other-state filings by covered participants (3 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.