Profit Sharing · DOL Form 5500 · 2023

Jurgens & with, P.a. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
39th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Jurgens & with, P.a. Profit Sharing Plan · Sponsored by Jurgens & with, P.a. · New Mexico · Professional & Technical Services

$4M in assets, 3 participants

Jurgens & with, P.a.'s Jurgens & with, P.a. Profit Sharing Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,308 in Professional & Technical Services (20,321 peers)

2023 asset change

Jurgens & with, P.a. Profit Sharing Plan grew at a solid clip 13.3% in 2023 ($3M → $4M) for 3 participants.

#7,308
in Professional & Technical Services (20,321 peers)
+13.3%
assets growth YoY

Jurgens & with, P.a. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jurgens & with, P.a. Profit Sharing Plan vs every filed plan by assets

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

$3,657,201 39th percentile higher than 39% 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

Jurgens & with, P.a. 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. Jurgens & with, P.a. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jurgens & with, P.a. Profit Sharing Plan reported net income rose from $95K in the plan year 2022 filing to $430K in the plan year 2023 filing.
  • Jurgens & with, P.a. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 850394701 · Jurgens & with, P.a. PY 2023 · Profit Sharing

Jurgens & with, P.a. Profit Sharing Plan · $4M · 3 · 39th

  • EIN $4M
  • EIN 3
  • EIN 39th
  • EIN Profit Sharing
  • EIN near Atlanta Ironworkers Supplemental Retirement Plan
  • EIN ind #7308

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 New Mexico →

Jurgens & with, P.a. Profit Sharing Plan in the asset neighbourhood

Jurgens & with, P.a. Profit Sharing PlanJurgens & with, P.a. Profit …$4MAtlanta Ironworkers Supplemental Retirement PlanAtlanta Ironworkers Suppleme…$4MEstex Manufacturing Company Inc. Profit Sharing PlanEstex Manufacturing Company …$4MAlejandro Acosta Profit Sharing Retirement PlanAlejandro Acosta Profit Shar…$4MJoseph a. Walheim & Associates Profit Sharing & Retirement PlanJoseph a. Walheim & Associat…$4M
End-of-year total assets ($M) among Jurgens & with, P.a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jurgens & with, P.a. years around the 2023 move

Sponsor-wide plan assets over time

All Jurgens & with, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.23M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $4M
2024 1 3 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$430K
Employer EIN850394701
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Mexico

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

Jurgens & with, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Jurgens & with, P.a. Profit Sharing Plan, Total assets ($M): 3.657201 · Participants: 3Jurgens & with, P.a. Profit Sharing PlanPresbyterian Healthcare Services 401(a) Plan, Total assets ($M): 455.354701 · Participants: 11386Presbyterian Healthcare Services 401(a) PlanPresbyterian Medical Services Discretionary Contribution Plan, Total assets ($M): 34.609608 · Participants: 1015Presbyterian Medical Services Discretionary Contribution PlanSanta Fe Preparatory School DC Retirement Plan, Total assets ($M): 16.323015 · Participants: 132Santa Fe Preparatory School DC Retirement PlanT & R Market Profit Sharing Plan, Total assets ($M): 12.807644 · Participants: 97T & R Market Profit Sharing PlanMedinatura, Inc. Retirement Plan, Total assets ($M): 10.579326 · Participants: 37Medinatura, Inc. Retirement Plan
Jurgens & with, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
Compare Jurgens & with, P.a. Profit Sharing Plan side-by-side with 3 peers →

Jurgens & with, P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Mexico, the nearest Profit Sharing by assets is Atlanta Ironworkers Supplemental Retirement Plan in TN ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jurgens & with, P.a. Profit Sharing Plan assets move in 2023? ▼
Jurgens & with, P.a. Profit Sharing Plan grew at a solid clip - up 13.3% during 2023, from $3M to $4M. Reported net income was $430K.
Which Profit Sharing plans are similar in size to Jurgens & with, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Atlanta Ironworkers Supplemental Retirement Plan in TN ($4M, 1,011 participants).
Which Profit Sharing plans cover a similar participant headcount to Jurgens & with, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 850394701.

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.