Profit Sharing · DOL Form 5500 · 2023
J & C Hetrick Inc. Profit Sharing Plan
Data updated 2026-08-25
- $518K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $103,513
- Avg per participant Below avg balance/head
Official DOL plan name: J & C Hetrick Inc. Retirement Plan · Sponsored by J & C Hetrick Inc. · Ohio · Retail Trade
$518K in assets, 5 participants
J & C Hetrick Inc.'s J & C Hetrick Inc. Retirement Plan reported $518K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #2,439 in Retail Trade (8,414 peers)
What the 2023 filing shows
J & C Hetrick Inc. Retirement Plan holds $518K for 5 participants - about $103,513 per participant, among the smaller plans by assets on file.
- #2,439
- in Retail Trade (8,414 peers)
- +0.4%
- assets growth YoY
J & C Hetrick Inc. Retirement Plan among the smaller filed plans by assets
J & C Hetrick Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$517,564 18th percentile higher than 18% 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
J & C Hetrick Inc. 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. J & C Hetrick Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J & C Hetrick Inc. Retirement Plan reported net income rose from $1K in the plan year 2022 filing to $2K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 454026831 · J & C Hetrick Inc. PY 2023 · Profit Sharing
J & C Hetrick Inc. Retirement Plan · $518K · 5 · 18th
- BOOK $518K
- BOOK 5
- BOOK 18th
- BOOK Profit Sharing
- BOOK near Knr Accounting, Inc. Retirement Plan
- BOOK ind #2439
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 Retail Trade retirement plans → · Plans in Ohio →
J & C Hetrick Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $515K |
|---|---|
| Net Assets (End of Year) | $518K |
| Net Income | $2K |
| Employer EIN | 454026831 |
| Plan Effective Date | 2011-12-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J & C Hetrick Inc.)
Sponsor-wide plan assets over time
All J & C Hetrick Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $537K 4.18788523343011% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $515K |
| 2023 | 1 | 5 | $518K |
| 2024 | 1 | 6 | $537K |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
J & C Hetrick Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Knr Accounting, Inc. Retirement Plan in RI ($518K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($518K here).
- Knr Accounting, Inc. Retirement Plan (RI) $518K · 5
- Bcsa Services, Inc. Retirement Plan (DE) $517K · 4
- Intersearch, Inc. Retirement Plan (CA) $518K · 2
- Salvador Antonetti Zequeira Retirement Plan (PR) $517K · 2
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.