Profit Sharing · DOL Form 5500 · 2023

The Jude Rose Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$247K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$123,645
Avg per participant Near avg balance/head
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Official DOL plan name: The Jude Rose Group, Inc. Profit Sharing Plan · Sponsored by The Jude Rose Group, Inc. · Texas · Healthcare & Social Assistance

$247K in assets, 2 participants

The Jude Rose Group, Inc.'s The Jude Rose Group, Inc. Profit Sharing Plan reported $247K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,505 in Healthcare & Social Assistance (17,684 peers)

The Jude Rose Group, Inc. multi-year trail

The Jude Rose Group, Inc.'s plans moved -99.7% in assets from 2023 to 2024; this filing shows The Jude Rose Group, Inc. Profit Sharing Plan at $247K / 2 participants.

#1,505
in Healthcare & Social Assistance (17,684 peers)
$247K
reported net income

The Jude Rose Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

The Jude Rose Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$247,290 12th percentile higher than 12% 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

The Jude Rose Group, 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. The Jude Rose Group, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 931606018 · The Jude Rose Group, Inc. PY 2023 · Profit Sharing

The Jude Rose Group, Inc. Profit Sharing Plan · $247K · 2 · 12th

  • 5500 $247K
  • 5500 2
  • 5500 12th
  • 5500 Profit Sharing
  • 5500 near Lorgus Enterprises Inc. Retirement Plan
  • 5500 ind #1505

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

The Jude Rose Group, Inc. Profit Sharing Plan in the asset neighbourhood

The Jude Rose Group, Inc. Profit Sharing PlanThe Jude Rose Group, Inc. Pr…$247KLorgus Enterprises Inc. Retirement PlanLorgus Enterprises Inc. Reti…$247KJvh Consumer Products Inc. Retirement PlanJvh Consumer Products Inc. R…$247KValley Flooring Inc 401(k) Profit Sharing Plan & TrustValley Flooring Inc 401(k) P…$247KEric N. Figueroa Rios Retirement PlanEric N. Figueroa Rios Retire…$247K
End-of-year total assets ($M) among The Jude Rose Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Jude Rose Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Jude Rose Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$794 99.6789194872417% vs 2023
2024 filing year
$0M$0.1M$0.2M$0.3M 20232024 $0.25M $0M ▼ -100.0%
Year Plans Participants Total Assets
2023 1 2 $247K
2024 1 2 $794

The Jude Rose Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$247K
Net Income$247K
Employer EIN931606018
Plan Effective Date2023-05-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

The Jude Rose Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants The Jude Rose Group, Inc. Profit Sharing Plan, Total assets ($B): 0.00024729 · Participants: 2The Jude Rose Group, Inc. Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
The Jude Rose Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare The Jude Rose Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

The Jude Rose Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Lorgus Enterprises Inc. Retirement Plan in DE ($247K); 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 have The Jude Rose Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Jude Rose Group, Inc.'s sponsor-wide assets declined 99.7%, from $247K to $794.
Where does The Jude Rose Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Jude Rose Group, Inc. Profit Sharing Plan ranks in the 12th 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 The Jude Rose Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lorgus Enterprises Inc. Retirement Plan in DE ($247K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to The Jude Rose Group, Inc. Profit Sharing 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 931606018.

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.