401(k) · DOL Form 5500 · 2023

Jcarlton Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$62K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$61,854
Avg per participant Low balance/head
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Official DOL plan name: Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Jcarlton Enterprises, Inc. · Montana · Professional & Technical Services

$62K in assets, 1 participants

Jcarlton Enterprises, Inc.'s Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan reported $62K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

  • #784 in Professional & Technical Services (20,321 peers)

Jcarlton Enterprises, Inc. multi-year trail

Jcarlton Enterprises, Inc.'s plans moved +48.3% in assets from 2023 to 2024; this filing shows Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan at $62K / 1 participant.

#784
in Professional & Technical Services (20,321 peers)
$62K
reported net income

Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$61,854 4th percentile higher than 4% 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

Jcarlton Enterprises, Inc. 401(k) 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. Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 922417304 · Jcarlton Enterprises, Inc. PY 2023 · 401(k)

Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan · $62K · 1 · 4th

  • TYPE $62K
  • TYPE 1
  • TYPE 4th
  • TYPE 401(k)
  • TYPE near Fitness Management Group, Inc. 401(k) Plan
  • TYPE ind #784

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 Professional & Technical Services retirement plans → · Plans in Montana →

Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Jcarlton Enterprises, Inc. 401(k) Profit Sharing PlanJcarlton Enterprises, Inc. 4…$62KFitness Management Group, Inc. 401(k) PlanFitness Management Group, In…$62KMcintosh Industrial Metal Co 401(k) PlanMcintosh Industrial Metal Co…$62KHughes & Mcgehee, Inc. 401(k) Profit Sharing PlanHughes & Mcgehee, Inc. 401(k…$62KForge and Foundry Distilling Company 401(k) PlanForge and Foundry Distilling…$62K
End-of-year total assets ($M) among Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jcarlton Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jcarlton Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$92K 48.27173667022343% vs 2023
2024 filing year
$0.05M$0.06M$0.07M$0.08M$0.09M$0.1M 20232024 $0.06M $0.09M ▲ +50.0%
Year Plans Participants Total Assets
2023 1 1 $62K
2024 1 1 $92K

Jcarlton Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$62K
Net Income$62K
Employer EIN922417304
Plan Effective Date2023-02-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($M): 0.061854 · Participants: 1Jcarlton Enterprises, Inc. 401(k) Profit Sharing PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Fitness Management Group, Inc. 401(k) Plan in DE ($62K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jcarlton Enterprises, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jcarlton Enterprises, Inc.'s sponsor-wide assets grew 48.3%, from $62K to $92K.
Where does Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 4th 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 401(k) plans are similar in size to Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fitness Management Group, Inc. 401(k) Plan in DE ($62K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Jcarlton Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 922417304.

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.