Profit Sharing · DOL Form 5500 · 2023

Ben E Jarvis Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$524,415
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ben E Jarvis Self-Employed Retirement Plan · Sponsored by Ben E Jarvis · Texas · Professional & Technical Services

$2M in assets, 3 participants

Ben E Jarvis's Ben E Jarvis Self-Employed Retirement Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,748 in Professional & Technical Services (20,321 peers)

Ben E Jarvis multi-year trail

Ben E Jarvis's plans moved -81.0% in assets from 2022 to 2024; this filing shows Ben E Jarvis Self-Employed Retirement Plan at $2M / 3 participants.

#4,748
in Professional & Technical Services (20,321 peers)
+21.2%
assets growth YoY

Ben E Jarvis Self-Employed Retirement Plan among the smaller filed plans by assets

Ben E Jarvis Self-Employed Retirement Plan vs every filed plan by assets

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

$1,573,244 28th percentile higher than 28% 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

Ben E Jarvis Self-Employed 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. Ben E Jarvis Self-Employed Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ben E Jarvis Self-Employed Retirement Plan reported net income rose from -$99K in the plan year 2022 filing to $276K in the plan year 2023 filing.
  • Ben E Jarvis Self-Employed Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 750990482 · Ben E Jarvis PY 2023 · Profit Sharing

Ben E Jarvis Self-Employed Retirement Plan · $2M · 3 · 28th

  • IND $2M
  • EOY 3
  • 5500 28th
  • ASSETS Profit Sharing
  • PCT near Alberto Ortiz Carrasquillo Money Purchase
  • EIN ind #4748

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 Texas →

Ben E Jarvis Self-Employed Retirement Plan in the asset neighbourhood

Ben E Jarvis Self-Employed Retirement PlanBen E Jarvis Self-Employed R…$2MAlberto Ortiz Carrasquillo Money PurchaseAlberto Ortiz Carrasquillo M…$2MAlberto Ortiz Carrasquillo Money PurchaseAlberto Ortiz Carrasquillo M…$2MPerry L. Kamel, M.D., S.C. Profit Sharing PlanPerry L. Kamel, M.D., S.C. P…$2MPark Farming Organics 401(k) PlanPark Farming Organics 401(k)…$2M
End-of-year total assets ($M) among Ben E Jarvis Self-Employed Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ben E Jarvis multi-year asset trail

Sponsor-wide plan assets over time

All Ben E Jarvis plans reported in each filing year

Latest sponsor-wide plan assets
$247K 80.96121433421163% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.3M $0.25M ▼ -80.8%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $2M
2024 1 3 $247K

Ben E Jarvis filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$276K
Employer EIN750990482
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Ben E Jarvis Self-Employed Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Ben E Jarvis Self-Employed Retirement Plan, Total assets ($B): 0.001573244 · Participants: 3Ben E Jarvis Self-Employed Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Ben E Jarvis Self-Employed Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Ben E Jarvis Self-Employed Retirement Plan side-by-side with 3 peers →

Ben E Jarvis Self-Employed Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Alberto Ortiz Carrasquillo Money Purchase in PR ($2M); 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 Ben E Jarvis Self-Employed Retirement Plan assets move in 2023? ▼
Ben E Jarvis Self-Employed Retirement Plan grew sharply - up 21.2% during 2023, from $1M to $2M. Reported net income was $276K.
How have Ben E Jarvis plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ben E Jarvis's sponsor-wide assets declined 81.0%, from $1M to $247K.
Which Profit Sharing plans are similar in size to Ben E Jarvis Self-Employed Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Alberto Ortiz Carrasquillo Money Purchase in PR ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Ben E Jarvis Self-Employed Retirement 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 750990482.

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.