Profit Sharing · DOL Form 5500 · 2023

Jm Consultants, Inc. Profit Sharing Plan

Data updated 2026-08-11

$6M
Total assets
2
Participants
47th
Percentile by assets
$2.9M
Avg per participant
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Official DOL plan name: Jm Consultants, Inc. Profit Sharing Plan · Sponsored by Jm Consultants, Inc. · Arizona · Healthcare & Social Assistance

$6M in assets, 2 participants

Jm Consultants, Inc.'s Jm Consultants, Inc. Profit Sharing Plan reported $6M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • 47th percentile by assets (of 127,072 plans)
  • #9,146 in Healthcare & Social Assistance (17,684 peers)

Jm Consultants, Inc. multi-year trail

Jm Consultants, Inc.'s plans moved +27.3% in assets from 2022 to 2024; this filing shows Jm Consultants, Inc. Profit Sharing Plan at $6M / 2 participants.

$6M
total plan assets (2023 EOY)
2
covered participants
47th
percentile by assets (of 127,072 plans)
$2.9M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jm Consultants, Inc. Profit Sharing Plan reported net income rose from $528K in the plan year 2022 filing to $801K in the plan year 2023 filing.
  • Jm Consultants, Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Jm Consultants, Inc. across 3 plan years on file

Across the 3 plan years Jm Consultants, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $6M, a gain of 27.3%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($5M).

Jm Consultants, Inc. multi-year asset trail

$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.98M $6.34M ▲ +27.3%
Total plan assets by year, all Jm Consultants, Inc. plans on file
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 2 $6M
2024 1 2 $6M

Jm Consultants, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$801K
Employer EIN860518264
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Jm Consultants, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Jm Consultants, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0204060 Total assets ($M) Participants Jm Consultants, Inc.…Kitchell Affiliates …Food & Beverage Work…M R Sheet Metal Mfg …Marana Health Center…Center for Biologica…
Jm Consultants, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Jm Consultants, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Jm Consultants, Inc. Profit Sharing Plan assets move in 2023?
Jm Consultants, Inc. Profit Sharing Plan grew sharply - up 16.1% during 2023, from $5M to $6M. Reported net income was $801K.
How have Jm Consultants, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jm Consultants, Inc.'s sponsor-wide assets grew 27.3%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Jm Consultants, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is C. Blackburn Inc. Retirement Plan in NY ($6M, 174 participants).

Next read for Jm Consultants, Inc. Profit Sharing Plan

Multi-year trail

Ways to act on Jm Consultants, Inc. Profit Sharing Plan's numbers.