Profit Sharing · DOL Form 5500 · 2023

Jernigan & Kinsella Profit Sharing Plan

Data updated 2026-08-11

$10M
Total assets
2
Participants
58th
Percentile by assets
$5.0M
Avg per participant
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Official DOL plan name: Jernigan-Kinsella & Co Employees Profit Sharing Plan · Sponsored by Jernigan & Kinsella · Illinois · Finance & Insurance

$10M in assets, 2 participants

Jernigan & Kinsella's Jernigan-Kinsella & Co Employees Profit Sharing Plan reported $10M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • 58th percentile by assets (of 127,072 plans)
  • #3,833 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Jernigan-Kinsella & Co Employees Profit Sharing Plan holds $10M for 2 participants - about $5.0M per participant, above the median plan by assets.

$10M
total plan assets (2023 EOY)
2
covered participants
58th
percentile by assets (of 127,072 plans)
$5.0M
avg assets per participant

The plan reported a net loss of $103K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jernigan-Kinsella & Co Employees Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to -$103K in the plan year 2023 filing.
  • Jernigan-Kinsella & Co Employees Profit Sharing Plan end-of-year assets fell from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Profit Sharing filing for Jernigan-Kinsella & Co Employees Profit Sharing Plan

Profit Sharing filing for plan year 2023: EIN 363265813 ; effective since 1978-03-13 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$103K
Employer EIN363265813
Plan Effective Date1978-03-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Jernigan & Kinsella)

$9.7M$9.8M$9.9M$10M$10.1M 202220232024 $10M $9.8M ▼ -2.3%
Total plan assets by year, all Jernigan & Kinsella plans on file
Year Plans Participants Total Assets
2022 1 2 $10M
2023 1 2 $10M
2024 1 2 $10M

Nearby Profit Sharing Plans in Illinois

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

Jernigan-Kinsella & Co Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

Jernigan-Kinsella & Co Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Jernigan-Kinsella & …W. W. Grainger, Inc.…Electrical Contracto…Mcmaster-Carr Supply…Mid-America Carpente…Carle Foundation Hos…
Jernigan-Kinsella & Co Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Jernigan-Kinsella & Co Employees Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Jernigan-Kinsella & Co Employees Profit Sharing Plan assets move in 2023?
Jernigan-Kinsella & Co Employees Profit Sharing Plan edged down modestly - down 1.0% during 2023, from $10M to $10M. Reported net income was -$103K.
How have Jernigan & Kinsella plan assets changed over time?
Across 3 plan years on file (2022-2024), Jernigan & Kinsella's sponsor-wide assets declined 2.3%, from $10M to $10M.
Which Profit Sharing plans are similar in size to Jernigan-Kinsella & Co Employees Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Norton Simon Museum Savings Plan in CA ($10M, 66 participants).

Next read for Jernigan-Kinsella & Co Employees Profit …

Filing takeaways

Ways to act on Jernigan-Kinsella & Co Employees Profit Sharing Plan's numbers.