Profit Sharing · DOL Form 5500 · 2023

J&m Chase Corp Profit Sharing Plan

Data updated 2026-08-25

$995K
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$994,774
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J&m Chase Corp Retirement Plan · Sponsored by J&m Chase Corp · California · Administrative & Support Services

$995K in assets, 1 participants

J&m Chase Corp's J&m Chase Corp Retirement Plan reported $995K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,050 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, J&m Chase Corp Retirement Plan ranks #2,050 of 4,372 2023 filers by assets (2900% of the sector average)-$995K for 1 participant.

#2,050
in Administrative & Support Services (4,372 peers)
+45.6%
assets growth YoY

J&m Chase Corp Retirement Plan among the smaller filed plans by assets

J&m Chase Corp Retirement Plan vs every filed plan by assets

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

$994,774 24th percentile higher than 24% 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

J&m Chase Corp Retirement 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. J&m Chase Corp Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J&m Chase Corp Retirement Plan reported net income rose from $177K in the plan year 2022 filing to $312K in the plan year 2023 filing.
  • J&m Chase Corp Retirement Plan end-of-year assets rose from $683K in the plan year 2022 filing to $995K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 853029323 · J&m Chase Corp PY 2023 · Profit Sharing

J&m Chase Corp Retirement Plan · $995K · 1 · 24th

  • ASSETS $995K
  • PCT 1
  • EIN 24th
  • RANK Profit Sharing
  • PHOTO near Lanas Services Inc. Retirement Plan
  • IND ind #2050

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 Administrative & Support Services retirement plans → · Plans in California →

J&m Chase Corp Retirement Plan in the asset neighbourhood

J&m Chase Corp Retirement PlanJ&m Chase Corp Retirement Pl…$995KLanas Services Inc. Retirement PlanLanas Services Inc. Retireme…$995KWalter F. Nieves Torres Retirement PlanWalter F. Nieves Torres Reti…$995KUnion Networking Profit Sharing PlanUnion Networking Profit Shar…$995KExpressions Profit Sharing PlanExpressions Profit Sharing P…$994K
End-of-year total assets ($M) among J&m Chase Corp Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$683K
Net Assets (End of Year)$995K
Net Income$312K
Employer EIN853029323
Plan Effective Date2020-09-21
Filing StatusFILING RECEIVED

Sponsor Plan History (J&m Chase Corp)

Sponsor-wide plan assets over time

All J&m Chase Corp plans reported in each filing year

Latest sponsor-wide plan assets
$588K 13.963345559286115% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.68M $0.59M ▼ -13.2%
Year Plans Participants Total Assets
2022 1 1 $683K
2023 1 1 $995K
2024 1 1 $588K

Nearby Profit Sharing Plans in California

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

J&m Chase Corp Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants J&m Chase Corp Retirement Plan, Total assets ($B): 0.000994774 · Participants: 1J&m Chase Corp Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
J&m Chase Corp Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare J&m Chase Corp Retirement Plan side-by-side with 3 peers →

J&m Chase Corp Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Lanas Services Inc. Retirement Plan in FL ($995K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($995K here).

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 did J&m Chase Corp Retirement Plan assets move in 2023? ▼
J&m Chase Corp Retirement Plan surged - up 45.6% during 2023, from $683K to $995K. Reported net income was $312K.
How have J&m Chase Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J&m Chase Corp's sponsor-wide assets declined 14.0%, from $683K to $588K.
Where does J&m Chase Corp Retirement Plan rank by assets among Form 5500 filers? ▼
J&m Chase Corp Retirement Plan ranks in the 24th 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 J&m Chase Corp Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lanas Services Inc. Retirement Plan in FL ($995K, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to J&m Chase Corp Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 853029323.

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.