Profit Sharing · DOL Form 5500 · 2023

Jsm Family Holdings Corporation Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
44
Participants Small participant base
43rd
Percentile by assets National rank
$107,587
Avg per participant Below avg balance/head
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Official DOL plan name: Jsm Family Holdings Corporation Retirement Plan · Sponsored by Jsm Family Holdings Corporation · Georgia · Construction

$5M in assets, 44 participants

Jsm Family Holdings Corporation's Jsm Family Holdings Corporation Retirement Plan reported $5M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,727 in Construction (9,030 peers)

Jsm Family Holdings Corporation multi-year trail

Jsm Family Holdings Corporation's plans moved +21.4% in assets from 2022 to 2024; this filing shows Jsm Family Holdings Corporation Retirement Plan at $5M / 44 participants.

#3,727
in Construction (9,030 peers)
+7.1%
assets growth YoY

Jsm Family Holdings Corporation Retirement Plan's mid-pack asset rank among Construction and all filers

Jsm Family Holdings Corporation Retirement Plan vs every filed plan by assets

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

$4,733,837 43rd percentile higher than 43% 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

Jsm Family Holdings Corporation Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jsm Family Holdings Corporation Retirement Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jsm Family Holdings Corporation Retirement Plan reported net income fell from $4M in the plan year 2022 filing to $316K in the plan year 2023 filing.
  • Jsm Family Holdings Corporation Retirement Plan reported participants fell from 53 in the plan year 2022 filing to 44 in the plan year 2023 filing.
  • Jsm Family Holdings Corporation Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 873220685 · Jsm Family Holdings Corporation PY 2023 · Profit Sharing

Jsm Family Holdings Corporation Retirement Plan · $5M · 44 · 43rd

  • SCH $5M
  • SCH 44
  • SCH 43rd
  • SCH Profit Sharing
  • SCH near Charles F. Clifford, III Profit Sharing Plan
  • SCH ind #3727

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 Construction retirement plans → · Plans in Georgia →

Jsm Family Holdings Corporation Retirement Plan in the asset neighbourhood

Rich Grant Inc. Profit Sharing PlanRich Grant Inc. Profit Shari…$5MMcknight Canzano Smith Radtke Brault PC Profit Sharing PlanMcknight Canzano Smith Radtk…$5MJsm Family Holdings Corporation Retirement PlanJsm Family Holdings Corporat…$5MCharles F. Clifford, III Profit Sharing PlanCharles F. Clifford, III Pro…$5MLive Happy Holdings, Inc. Retirement PlanLive Happy Holdings, Inc. Re…$5M
End-of-year total assets ($M) among Jsm Family Holdings Corporation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jsm Family Holdings Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Jsm Family Holdings Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.428561728540362% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.42M $5.37M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 53 $4M
2023 1 44 $5M
2024 1 43 $5M

Jsm Family Holdings Corporation filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$316K
Employer EIN873220685
Plan Effective Date2021-12-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

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

Jsm Family Holdings Corporation Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Jsm Family Holdings Corporation Retirement Plan, Total assets ($B): 0.004733837 · Participants: 44Jsm Family Holdings Corporation Retirement PlanEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Jsm Family Holdings Corporation Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Jsm Family Holdings Corporation Retirement Plan side-by-side with 3 peers →

Jsm Family Holdings Corporation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Charles F. Clifford, III Profit Sharing Plan in NE ($5M); by covered participants it is Torrence's Farm Implements Profit Sharing Plan II in CA (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Jsm Family Holdings Corporation Retirement Plan assets move in 2023? ▼
Jsm Family Holdings Corporation Retirement Plan grew at a solid clip - up 7.1% during 2023, from $4M to $5M. Reported net income was $316K.
How have Jsm Family Holdings Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jsm Family Holdings Corporation's sponsor-wide assets grew 21.4%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Jsm Family Holdings Corporation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Charles F. Clifford, III Profit Sharing Plan in NE ($5M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jsm Family Holdings Corporation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Torrence's Farm Implements Profit Sharing Plan II in CA (44 participants, N/A 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 873220685.

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.