Profit Sharing · DOL Form 5500 · 2023

Ajz Investment Group, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
30th
Percentile by assets National rank
$314,870
Avg per participant High balance/head
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Official DOL plan name: Ajz Investment Group, LLC Retirement Savings Plan · Sponsored by Ajz Investment Group, LLC · Florida · Wholesale Trade

$2M in assets, 6 participants

Ajz Investment Group, LLC's Ajz Investment Group, LLC Retirement Savings Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,200 in Wholesale Trade (6,309 peers)

Ajz Investment Group, LLC multi-year trail

Ajz Investment Group, LLC's plans moved -43.2% in assets from 2022 to 2024; this filing shows Ajz Investment Group, LLC Retirement Savings Plan at $2M / 6 participants.

#1,200
in Wholesale Trade (6,309 peers)
-19.6%
assets change YoY

The plan reported a net loss of $461K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ajz Investment Group, LLC Retirement Savings Plan among the smaller filed plans by assets

Ajz Investment Group, LLC Retirement Savings Plan vs every filed plan by assets

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

$1,889,218 30th percentile higher than 30% 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

Ajz Investment Group, LLC Retirement Savings 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. Ajz Investment Group, LLC Retirement Savings Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ajz Investment Group, LLC Retirement Savings Plan reported net income fell from -$321K in the plan year 2022 filing to -$461K in the plan year 2023 filing.
  • Ajz Investment Group, LLC Retirement Savings Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Ajz Investment Group, LLC Retirement Savings Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 472789778 · Ajz Investment Group, LLC PY 2023 · Profit Sharing

Ajz Investment Group, LLC Retirement Savings Plan · $2M · 6 · 30th

  • ASSETS $2M
  • PCT 6
  • EIN 30th
  • RANK Profit Sharing
  • PHOTO near Caribbean Urogynecology Associates, P.S.C. Retirement Plan
  • IND ind #1200

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 Wholesale Trade retirement plans → · Plans in Florida →

Ajz Investment Group, LLC Retirement Savings Plan in the asset neighbourhood

Ajz Investment Group, LLC Retirement Savings PlanAjz Investment Group, LLC Re…$2MCaribbean Urogynecology Associates, P.S.C. Retirement PlanCaribbean Urogynecology Asso…$2MA & T Ventures, Inc. Solo K PlanA & T Ventures, Inc. Solo K …$2MJordan Electric Company Profit Sharing PlanJordan Electric Company Prof…$2MGil N. Mileikowsky Profit Sharing Plan & TrustGil N. Mileikowsky Profit Sh…$2M
End-of-year total assets ($M) among Ajz Investment Group, LLC Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ajz Investment Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ajz Investment Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 43.24174947506813% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $2.35M $1.33M ▼ -43.4%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 6 $2M
2024 1 5 $1M

Ajz Investment Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$461K
Employer EIN472789778
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Ajz Investment Group, LLC Retirement Savings Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Ajz Investment Group, LLC Retirement Savings Plan, Total assets ($B): 0.001889218 · Participants: 6Ajz Investment Group, LLC Retirement Savings 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
Ajz Investment Group, LLC Retirement Savings Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Ajz Investment Group, LLC Retirement Savings Plan side-by-side with 3 peers →

Ajz Investment Group, LLC Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Caribbean Urogynecology Associates, P.S.C. Retirement Plan in PR ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Ajz Investment Group, LLC Retirement Savings Plan assets move in 2023? ▼
Ajz Investment Group, LLC Retirement Savings Plan declined sharply - down 19.6% during 2023, from $2M to $2M. Reported net income was -$461K.
How have Ajz Investment Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ajz Investment Group, LLC's sponsor-wide assets declined 43.2%, from $2M to $1M.
Which Profit Sharing plans are similar in size to Ajz Investment Group, LLC Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Caribbean Urogynecology Associates, P.S.C. Retirement Plan in PR ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Ajz Investment Group, LLC Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 472789778.

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.