Profit Sharing · DOL Form 5500 · 2023

James M Johnston & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
47th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Johnston & Associates, Inc. Profit Sharing Plan · Sponsored by James M Johnston & Associates, Inc. · Colorado · Finance & Insurance

$6M in assets, 4 participants

James M Johnston & Associates, Inc.'s Johnston & Associates, Inc. Profit Sharing Plan reported $6M in total assets and 4 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.

  • #2,991 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Johnston & Associates, Inc. Profit Sharing Plan holds $6M for 4 participants - about $1.5M per participant, in the lower half of filed plans by assets.

#2,991
in Finance & Insurance (8,869 peers)
+4.3%
assets growth YoY

Johnston & Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Johnston & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,821,448 47th percentile higher than 47% 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

Johnston & Associates, 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. Johnston & Associates, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Johnston & Associates, Inc. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $242K in the plan year 2023 filing.
  • Johnston & Associates, Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841128833 · James M Johnston & Associates, Inc. PY 2023 · Profit Sharing

Johnston & Associates, Inc. Profit Sharing Plan · $6M · 4 · 47th

  • IND $6M
  • IND 4
  • IND 47th
  • IND Profit Sharing
  • IND near Speyer Legacy School 403(b)(7)Plan
  • IND ind #2991

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 Finance & Insurance retirement plans → · Plans in Colorado →

Johnston & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Kwasigroch Electric Profit Sharing PlanKwasigroch Electric Profit S…$6MJohnston & Associates, Inc. Profit Sharing PlanJohnston & Associates, Inc. …$6MSpeyer Legacy School 403(b)(7)PlanSpeyer Legacy School 403(b)(…$6MSunset Retirement Communities, Inc. Savings and Retirement PlanSunset Retirement Communitie…$6MAjp Electric, Inc. Profit Sharing PlanAjp Electric, Inc. Profit Sh…$6M
End-of-year total assets ($M) among Johnston & Associates, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$242K
Employer EIN841128833
Plan Effective Date1998-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (James M Johnston & Associates, Inc.)

Sponsor-wide plan assets over time

All James M Johnston & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.58M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $6M
2023 1 4 $6M
2024 1 3 N/A

Nearby Profit Sharing Plans in Colorado

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

Johnston & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 020406080 Total assets ($M) Participants Johnston & Associates, Inc. Profit Sharing Plan, Total assets ($M): 5.821448 · Participants: 4Johnston & Associates, Inc. Profit Sharing PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Johnston & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Johnston & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Johnston & Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Speyer Legacy School 403(b)(7)Plan in NY ($6M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Johnston & Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Johnston & Associates, Inc. Profit Sharing Plan edged up modestly - up 4.3% during 2023, from $6M to $6M. Reported net income was $242K.
Which Profit Sharing plans are similar in size to Johnston & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Speyer Legacy School 403(b)(7)Plan in NY ($6M, 89 participants).
Which Profit Sharing plans cover a similar participant headcount to Johnston & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 841128833.

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.