Profit Sharing · DOL Form 5500 · 2023

Jonas Builders Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
45th
Percentile by assets National rank
$724,476
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jonas Builders, Inc. Money Purchase Pension Plan · Sponsored by Jonas Builders Inc. · Wisconsin · Real Estate

$5M in assets, 7 participants

Jonas Builders Inc.'s Jonas Builders, Inc. Money Purchase Pension Plan reported $5M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,034 in Real Estate (4,727 peers)

2023 asset change

Jonas Builders, Inc. Money Purchase Pension Plan grew at a solid clip 8.7% in 2023 ($5M → $5M) for 7 participants.

#3,034
in Real Estate (4,727 peers)
+8.7%
assets growth YoY

Jonas Builders, Inc. Money Purchase Pension Plan's mid-pack asset rank among Real Estate and all filers

Jonas Builders, Inc. Money Purchase Pension Plan vs every filed plan by assets

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

$5,071,332 45th percentile higher than 45% 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

Jonas Builders, Inc. Money Purchase Pension 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. Jonas Builders, Inc. Money Purchase Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jonas Builders, Inc. Money Purchase Pension Plan reported net income rose from -$437K in the plan year 2022 filing to $329K in the plan year 2023 filing.
  • Jonas Builders, Inc. Money Purchase Pension Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Jonas Builders, Inc. Money Purchase Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391397555 · Jonas Builders Inc. PY 2023 · Profit Sharing

Jonas Builders, Inc. Money Purchase Pension Plan · $5M · 7 · 45th

  • PCT $5M
  • EIN 7
  • RANK 45th
  • PHOTO Profit Sharing
  • IND near Ebaldc Retirement Plan
  • EOY ind #3034

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 Real Estate retirement plans → · Plans in Wisconsin →

Jonas Builders, Inc. Money Purchase Pension Plan in the asset neighbourhood

Community in Schools of San Antonio 403(b) PlanCommunity in Schools of San …$5MHoppe Family Dental Ltd Profit SharingHoppe Family Dental Ltd Prof…$5MJonas Builders, Inc. Money Purchase Pension PlanJonas Builders, Inc. Money P…$5MEbaldc Retirement Plan$5MBussel Realty Corp. Retirement PlanBussel Realty Corp. Retireme…$5M
End-of-year total assets ($M) among Jonas Builders, Inc. Money Purchase Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jonas Builders Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Jonas Builders Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 1.9730559227336864% vs 2022
2024 filing year
$8.8M$9M$9.2M$9.4M$9.6M$9.8M 202220232024 $8.97M $9.15M ▲ +2.0%
Year Plans Participants Total Assets
2022 2 8 $9M
2023 2 9 $10M
2024 2 9 $9M

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$329K
Employer EIN391397555
Plan Effective Date1984-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Jonas Builders, Inc. Money Purchase Pension Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Jonas Builders, Inc. Money Purchase Pension Plan, Total assets ($B): 0.005071332 · Participants: 7Jonas Builders, Inc. Money Purchase Pension PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Jonas Builders, Inc. Money Purchase Pension Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Jonas Builders, Inc. Money Purchase Pension Plan side-by-side with 3 peers →

Jonas Builders, Inc. Money Purchase Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Ebaldc Retirement Plan in CA ($5M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Jonas Builders, Inc. Money Purchase Pension Plan assets move in 2023? ▼
Jonas Builders, Inc. Money Purchase Pension Plan grew at a solid clip - up 8.7% during 2023, from $5M to $5M. Reported net income was $329K.
How have Jonas Builders Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jonas Builders Inc.'s sponsor-wide assets grew 2.0%, from $9M to $9M.
Which Profit Sharing plans are similar in size to Jonas Builders, Inc. Money Purchase Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ebaldc Retirement Plan in CA ($5M, 141 participants).
Which Profit Sharing plans cover a similar participant headcount to Jonas Builders, Inc. Money Purchase Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 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 391397555.

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.