Profit Sharing · DOL Form 5500 · 2023

Bjl Legacy Inc. Profit Sharing Plan

Data updated 2026-08-25

$498K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$248,832
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bjl Legacy Inc. Profit Sharing Plan · Sponsored by Bjl Legacy Inc. · Pennsylvania · Real Estate

$498K in assets, 2 participants

Bjl Legacy Inc.'s Bjl Legacy Inc. Profit Sharing Plan reported $498K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,450 in Real Estate (4,727 peers)

Bjl Legacy Inc. multi-year trail

Bjl Legacy Inc.'s plans moved +31.4% in assets from 2022 to 2024; this filing shows Bjl Legacy Inc. Profit Sharing Plan at $498K / 2 participants.

#1,450
in Real Estate (4,727 peers)
+28.8%
assets growth YoY

Bjl Legacy Inc. Profit Sharing Plan among the smaller filed plans by assets

Bjl Legacy Inc. Profit Sharing Plan vs every filed plan by assets

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

$497,664 18th percentile higher than 18% 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

Bjl Legacy 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. Bjl Legacy Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bjl Legacy Inc. Profit Sharing Plan reported net income rose from $53K in the plan year 2022 filing to $111K in the plan year 2023 filing.
  • Bjl Legacy Inc. Profit Sharing Plan end-of-year assets rose from $386K in the plan year 2022 filing to $498K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010958441 · Bjl Legacy Inc. PY 2023 · Profit Sharing

Bjl Legacy Inc. Profit Sharing Plan · $498K · 2 · 18th

  • PART $498K
  • PART 2
  • PART 18th
  • PART Profit Sharing
  • PART near Heriberto Matos Ruiz Retirement Plan
  • PART ind #1450

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 Real Estate retirement plans → · Plans in Pennsylvania →

Bjl Legacy Inc. Profit Sharing Plan in the asset neighbourhood

Bjl Legacy Inc. Profit Sharing PlanBjl Legacy Inc. Profit Shari…$498KHeriberto Matos Ruiz Retirement PlanHeriberto Matos Ruiz Retirem…$498KMastering Mountains, Inc. Retirement PlanMastering Mountains, Inc. Re…$498KChildren's Home Society of New Jersey 403(b) Plan for Collectively Bargained EmployeesChildren's Home Society of N…$498KKaleidoscope Investments Inc. Retirement PlanKaleidoscope Investments Inc…$497K
End-of-year total assets ($M) among Bjl Legacy Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bjl Legacy Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bjl Legacy Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$508K 31.40622734897591% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M 202220232024 $0.39M $0.51M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 2 $386K
2023 1 2 $498K
2024 1 2 $508K

Bjl Legacy Inc. filing trail (2023)

Total Assets (Beginning of Year)$386K
Net Assets (End of Year)$498K
Net Income$111K
Employer EIN010958441
Plan Effective Date2010-05-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Bjl Legacy Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Bjl Legacy Inc. Profit Sharing Plan, Total assets ($B): 0.000497664 · Participants: 2Bjl Legacy Inc. Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Bjl Legacy Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Bjl Legacy Inc. Profit Sharing Plan side-by-side with 3 peers →

Bjl Legacy Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Heriberto Matos Ruiz Retirement Plan in PR ($498K); 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 Bjl Legacy Inc. Profit Sharing Plan assets move in 2023? ▼
Bjl Legacy Inc. Profit Sharing Plan grew sharply - up 28.8% during 2023, from $386K to $498K. Reported net income was $111K.
How have Bjl Legacy Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bjl Legacy Inc.'s sponsor-wide assets grew 31.4%, from $386K to $508K.
Where does Bjl Legacy Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bjl Legacy Inc. Profit Sharing Plan ranks in the 18th 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 Bjl Legacy Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Heriberto Matos Ruiz Retirement Plan in PR ($498K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Bjl Legacy 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 010958441.

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.