Profit Sharing · DOL Form 5500 · 2023

Jd Scruggs Incorporated Profit Sharing Plan

Data updated 2026-08-25

$547K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$273,404
Avg per participant High balance/head
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Official DOL plan name: Jd Scruggs Incorporated Retirement Plan · Sponsored by Jd Scruggs Incorporated · Florida · Retail Trade

$547K in assets, 2 participants

Jd Scruggs Incorporated's Jd Scruggs Incorporated Retirement Plan reported $547K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,486 in Retail Trade (8,414 peers)

What the 2023 filing shows

Jd Scruggs Incorporated Retirement Plan holds $547K for 2 participants - about $273,404 per participant, among the smaller plans by assets on file.

#2,486
in Retail Trade (8,414 peers)
-3.0%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jd Scruggs Incorporated Retirement Plan among the smaller filed plans by assets

Jd Scruggs Incorporated Retirement Plan vs every filed plan by assets

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

$546,807 19th percentile higher than 19% 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

Jd Scruggs Incorporated 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. Jd Scruggs Incorporated Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jd Scruggs Incorporated Retirement Plan reported net income fell from $7K in the plan year 2022 filing to -$17K in the plan year 2023 filing.
  • Jd Scruggs Incorporated Retirement Plan reported participants fell from 4 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Jd Scruggs Incorporated Retirement Plan end-of-year assets fell from $564K in the plan year 2022 filing to $547K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 813431634 · Jd Scruggs Incorporated PY 2023 · Profit Sharing

Jd Scruggs Incorporated Retirement Plan · $547K · 2 · 19th

  • PART $547K
  • TYPE 2
  • NET 19th
  • BOOK Profit Sharing
  • VS-ST near John Stortz & Son, Inc. Profit Sharing Plan and Trust
  • BOY ind #2486

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 →

Jd Scruggs Incorporated Retirement Plan in the asset neighbourhood

Jd Scruggs Incorporated Retirement PlanJd Scruggs Incorporated Reti…$547KJohn Stortz & Son, Inc. Profit Sharing Plan and TrustJohn Stortz & Son, Inc. Prof…$547KDean Sausage Company, Inc. Profit Sharing PlanDean Sausage Company, Inc. P…$547KAdvanced Packaging Corporation Profit Sharing PlanAdvanced Packaging Corporati…$547KVisniski Inc. Retirement Plan$547K
End-of-year total assets ($M) among Jd Scruggs Incorporated Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$564K
Net Assets (End of Year)$547K
Net Income-$17K
Employer EIN813431634
Plan Effective Date2016-08-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Jd Scruggs Incorporated)

Sponsor-wide plan assets over time

All Jd Scruggs Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$547K 2.998355534504505% vs 2022
2024 filing year
$0.55M$0.55M$0.56M$0.56M$0.56M 202220232024 $0.56M $0.55M ▼ -1.8%
Year Plans Participants Total Assets
2022 1 4 $564K
2023 1 2 $547K
2024 1 2 $547K

Nearby Profit Sharing Plans in Florida

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

Jd Scruggs Incorporated Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Jd Scruggs Incorporated Retirement Plan, Total assets ($B): 0.000546807 · Participants: 2Jd Scruggs Incorporated 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
Jd Scruggs Incorporated Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Jd Scruggs Incorporated Retirement Plan side-by-side with 3 peers →

Jd Scruggs Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is John Stortz & Son, Inc. Profit Sharing Plan and Trust in PA ($547K); 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 Jd Scruggs Incorporated Retirement Plan assets move in 2023? ▼
Jd Scruggs Incorporated Retirement Plan edged down modestly - down 3.0% during 2023, from $564K to $547K. Reported net income was -$17K.
How have Jd Scruggs Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jd Scruggs Incorporated's sponsor-wide assets declined 3.0%, from $564K to $547K.
Where does Jd Scruggs Incorporated Retirement Plan rank by assets among Form 5500 filers? ▼
Jd Scruggs Incorporated Retirement Plan ranks in the 19th 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 Jd Scruggs Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is John Stortz & Son, Inc. Profit Sharing Plan and Trust in PA ($547K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Jd Scruggs Incorporated 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 813431634.

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.