Profit Sharing · DOL Form 5500 · 2023

Jackson-Bear Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$356K
Total assets Small plan by assets
6
Participants Small participant base
15th
Percentile by assets National rank
$59,270
Avg per participant Low balance/head
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Official DOL plan name: Jackson-Bear Group, Inc. Profit Sharing Plan · Sponsored by Jackson-Bear Group, Inc. · Florida · Manufacturing

$356K in assets, 6 participants

Jackson-Bear Group, Inc.'s Jackson-Bear Group, Inc. Profit Sharing Plan reported $356K in total assets and 6 participants 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.

  • #1,126 in Manufacturing (18,722 peers)

Jackson-Bear Group, Inc. multi-year trail

Jackson-Bear Group, Inc.'s plans moved -46.5% in assets from 2022 to 2024; this filing shows Jackson-Bear Group, Inc. Profit Sharing Plan at $356K / 6 participants.

#1,126
in Manufacturing (18,722 peers)
-29.2%
assets change YoY

The plan reported a net loss of $147K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jackson-Bear Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

Jackson-Bear Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$355,620 15th percentile higher than 15% 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

Jackson-Bear 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. Jackson-Bear Group, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jackson-Bear Group, Inc. Profit Sharing Plan reported net income fell from $260K in the plan year 2022 filing to -$147K in the plan year 2023 filing.
  • Jackson-Bear Group, Inc. Profit Sharing Plan end-of-year assets fell from $502K in the plan year 2022 filing to $356K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 202204280 · Jackson-Bear Group, Inc. PY 2023 · Profit Sharing

Jackson-Bear Group, Inc. Profit Sharing Plan · $356K · 6 · 15th

  • VS-ST $356K
  • BOY 6
  • SCH 15th
  • EBSA Profit Sharing
  • PART near Psi Group Savings and Retirement Plan
  • TYPE ind #1126

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 Manufacturing retirement plans → · Plans in Florida →

Jackson-Bear Group, Inc. Profit Sharing Plan in the asset neighbourhood

Jackson-Bear Group, Inc. Profit Sharing PlanJackson-Bear Group, Inc. Pro…$356KPsi Group Savings and Retirement PlanPsi Group Savings and Retire…$356KInput Output Technology Inc Profit Sharing PlanInput Output Technology Inc …$356KKgda Aloha, Inc. Retirement PlanKgda Aloha, Inc. Retirement …$356KRenaissance Radiology PC Profit Sharing PlanRenaissance Radiology PC Pro…$356K
End-of-year total assets ($M) among Jackson-Bear Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jackson-Bear Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jackson-Bear Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$269K 46.51060044300358% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.5M $0.27M ▼ -46.0%
Year Plans Participants Total Assets
2022 1 6 $502K
2023 1 6 $356K
2024 1 8 $269K

Jackson-Bear Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$502K
Net Assets (End of Year)$356K
Net Income-$147K
Employer EIN202204280
Plan Effective Date2005-02-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Jackson-Bear Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Jackson-Bear Group, Inc. Profit Sharing Plan, Total assets ($B): 0.00035562 · Participants: 6Jackson-Bear Group, Inc. Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Jackson-Bear Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Jackson-Bear Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Jackson-Bear Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Psi Group Savings and Retirement Plan in PR ($356K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($356K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Jackson-Bear Group, Inc. Profit Sharing Plan assets move in 2023? ▼
Jackson-Bear Group, Inc. Profit Sharing Plan declined sharply - down 29.2% during 2023, from $502K to $356K. Reported net income was -$147K.
How have Jackson-Bear Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson-Bear Group, Inc.'s sponsor-wide assets declined 46.5%, from $502K to $269K.
Where does Jackson-Bear Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jackson-Bear Group, Inc. Profit Sharing Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jackson-Bear Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Psi Group Savings and Retirement Plan in PR ($356K, 261 participants).
Which Profit Sharing plans cover a similar participant headcount to Jackson-Bear Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 202204280.

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.