Profit Sharing · DOL Form 5500 · 2023

Juan David Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$111K
Total assets Small plan by assets
2
Participants Small participant base
7th
Percentile by assets National rank
$55,369
Avg per participant Low balance/head
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Official DOL plan name: Juan David Enterprises, Inc. Retirement Plan · Sponsored by Juan David Enterprises, Inc. · Florida · Retail Trade

$111K in assets, 2 participants

Juan David Enterprises, Inc.'s Juan David Enterprises, Inc. Retirement Plan reported $111K in total assets and 2 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.

  • #912 in Retail Trade (8,414 peers)

2023 asset change

Juan David Enterprises, Inc. Retirement Plan contracted severely 52.0% in 2023 ($231K → $111K) for 2 participants.

#912
in Retail Trade (8,414 peers)
-52.0%
assets change YoY

The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Juan David Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Juan David Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$110,738 7th percentile higher than 7% 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

Juan David Enterprises, 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. Juan David Enterprises, 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

  • Juan David Enterprises, Inc. Retirement Plan reported net income fell from -$11K in the plan year 2022 filing to -$120K in the plan year 2023 filing.
  • Juan David Enterprises, Inc. Retirement Plan end-of-year assets fell from $231K in the plan year 2022 filing to $111K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 473153852 · Juan David Enterprises, Inc. PY 2023 · Profit Sharing

Juan David Enterprises, Inc. Retirement Plan · $111K · 2 · 7th

  • EOY $111K
  • 5500 2
  • ASSETS 7th
  • PCT Profit Sharing
  • EIN near Eg Business Solutions Corp. Retirement Plan
  • RANK ind #912

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 Retail Trade retirement plans → · Plans in Florida →

Juan David Enterprises, Inc. Retirement Plan in the asset neighbourhood

Juan David Enterprises, Inc. Retirement PlanJuan David Enterprises, Inc.…$111KEg Business Solutions Corp. Retirement PlanEg Business Solutions Corp. …$111KB Lemoine, Inc. Retirement PlanB Lemoine, Inc. Retirement P…$111KCustom Leasing and Sales Inc Profit Sharing PlanCustom Leasing and Sales Inc…$111KJw Enterprises Retirement PlanJw Enterprises Retirement Pl…$111K
End-of-year total assets ($M) among Juan David Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Juan David Enterprises, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Juan David Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$253K 9.792591242934176% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.23M $0.25M ▲ +8.7%
Year Plans Participants Total Assets
2022 1 2 $231K
2023 1 2 $111K
2024 1 1 $253K

2023 asset-move particulars

Total Assets (Beginning of Year)$231K
Net Assets (End of Year)$111K
Net Income-$120K
Employer EIN473153852
Plan Effective Date2015-02-17
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Juan David Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Juan David Enterprises, Inc. Retirement Plan, Total assets ($B): 0.000110738 · Participants: 2Juan David Enterprises, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Juan David Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Juan David Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Juan David Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Eg Business Solutions Corp. Retirement Plan in NJ ($111K); 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 ($111K here).

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 Juan David Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Juan David Enterprises, Inc. Retirement Plan contracted severely - down 52.0% during 2023, from $231K to $111K. Reported net income was -$120K.
How have Juan David Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juan David Enterprises, Inc.'s sponsor-wide assets grew 9.8%, from $231K to $253K.
Where does Juan David Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Juan David Enterprises, Inc. Retirement Plan ranks in the 7th 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 Juan David Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Eg Business Solutions Corp. Retirement Plan in NJ ($111K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Juan David Enterprises, 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 473153852.

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.