Profit Sharing · DOL Form 5500 · 2023
A D & J Management Group, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $367K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $366,860
- Avg per participant High balance/head
Official DOL plan name: A D & J Management Group, Inc. Profit Sharing Plan · Sponsored by A D & J Management Group, Inc. · Tennessee · Real Estate
$367K in assets, 1 participants
A D & J Management Group, Inc.'s A D & J Management Group, Inc. Profit Sharing Plan reported $367K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #1,176 in Real Estate (4,727 peers)
What the 2023 filing shows
A D & J Management Group, Inc. Profit Sharing Plan holds $367K for 1 participant - about $366,860 per participant, among the smaller plans by assets on file.
- #1,176
- in Real Estate (4,727 peers)
- -1.4%
- assets change YoY
The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
A D & J Management Group, Inc. Profit Sharing Plan among the smaller filed plans by assets
A D & J Management Group, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$366,860 15th percentile higher than 15% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
A D & J Management Group, Inc. 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. A D & J Management Group, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- A D & J Management Group, Inc. Profit Sharing Plan reported net income fell from $31K in the plan year 2022 filing to -$5K in the plan year 2023 filing.
- A D & J Management Group, Inc. Profit Sharing Plan end-of-year assets fell from $372K in the plan year 2022 filing to $367K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 262399046 · A D & J Management Group, Inc. PY 2023 · Profit Sharing
A D & J Management Group, Inc. Profit Sharing Plan · $367K · 1 · 15th
- BOY $367K
- BOY 1
- BOY 15th
- BOY Profit Sharing
- BOY near Jireh Retirement Plan
- BOY ind #1176
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 Real Estate retirement plans → · Plans in Tennessee →
A D & J Management Group, Inc. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $372K |
|---|---|
| Net Assets (End of Year) | $367K |
| Net Income | -$5K |
| Employer EIN | 262399046 |
| Plan Effective Date | 2008-04-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A D & J Management Group, Inc.)
Sponsor-wide plan assets over time
All A D & J Management Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $375K 0.8131196205441772% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $372K |
| 2023 | 1 | 1 | $367K |
| 2024 | 1 | 1 | $375K |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ballad Health 401(a) Plan $478M · 5,420
- Shreveport Electrical Industry Profit Sharing Plan $88M · 494
- New Orleans Electrical Annuity Plan $77M · 1,475
- Ulps Employee Savings Plan $67M · 237
- Gerber/Taylor Capital Advisors Profit Sharing Plan $46M · 40
A D & J Management Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is Jireh Retirement Plan in PR ($367K); 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 ($367K here).
- Jireh Retirement Plan (PR) $367K · 2
- Almacenes Kress Retirement Plan (PR) $367K · 29
- Ridgeline Trails, Inc. Retirement Plan (FL) $367K · 4
- Bosworth, Gray & Fuller Profit Sharing Plan (NY) $367K · 2
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.