Profit Sharing · DOL Form 5500 · 2023

Jb Investment Property Inc. Profit Sharing Plan

Data updated 2026-08-25

$675K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$225,008
Avg per participant Above avg balance/head
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Official DOL plan name: Jb Investment Property Inc. Retirement Plan · Sponsored by Jb Investment Property Inc. · North Carolina · Food Services & Accommodation

$675K in assets, 3 participants

Jb Investment Property Inc.'s Jb Investment Property Inc. Retirement Plan reported $675K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,037 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Jb Investment Property Inc. Retirement Plan ranks #2,037 of 3,828 2023 filers by assets (2898% of the sector average)-$675K for 3 participants.

#2,037
in Food Services & Accommodation (3,828 peers)
+68.0%
assets growth YoY

Jb Investment Property Inc. Retirement Plan among the smaller filed plans by assets

Jb Investment Property Inc. Retirement Plan vs every filed plan by assets

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

$675,025 20th percentile higher than 20% 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

Jb Investment Property 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. Jb Investment Property Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jb Investment Property Inc. Retirement Plan reported net income rose from -$837K in the plan year 2022 filing to $273K in the plan year 2023 filing.
  • Jb Investment Property Inc. Retirement Plan end-of-year assets rose from $402K in the plan year 2022 filing to $675K in the plan year 2023 filing.
  • Jb Investment Property Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 842974401 · Jb Investment Property Inc. PY 2023 · Profit Sharing

Jb Investment Property Inc. Retirement Plan · $675K · 3 · 20th

  • PHOTO $675K
  • PHOTO 3
  • PHOTO 20th
  • PHOTO Profit Sharing
  • PHOTO near Tardif Corporation Retirement Plan
  • PHOTO ind #2037

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Jb Investment Property Inc. Retirement Plan in the asset neighbourhood

Jb Investment Property Inc. Retirement PlanJb Investment Property Inc. …$675KTardif Corporation Retirement PlanTardif Corporation Retiremen…$675KRalston Industries Incorporated Retirement PlanRalston Industries Incorpora…$675KRuiz Enterprises Profit Sharing Plan and Trust AgreementRuiz Enterprises Profit Shar…$676KCameo Homes Profit Sharing PlanCameo Homes Profit Sharing P…$675K
End-of-year total assets ($M) among Jb Investment Property Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$402K
Net Assets (End of Year)$675K
Net Income$273K
Employer EIN842974401
Plan Effective Date2019-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Jb Investment Property Inc.)

Sponsor-wide plan assets over time

All Jb Investment Property Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$676K 68.17046347993113% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.4M $0.68M ▲ +70.0%
Year Plans Participants Total Assets
2022 1 2 $402K
2023 1 3 $675K
2024 1 3 $676K

Nearby Profit Sharing Plans in North Carolina

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

Jb Investment Property Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Jb Investment Property Inc. Retirement Plan, Total assets ($B): 0.000675025 · Participants: 3Jb Investment Property Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Jb Investment Property Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Jb Investment Property Inc. Retirement Plan side-by-side with 3 peers →

Jb Investment Property Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Tardif Corporation Retirement Plan in GA ($675K); 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 Jb Investment Property Inc. Retirement Plan assets move in 2023? ▼
Jb Investment Property Inc. Retirement Plan surged - up 68.0% during 2023, from $402K to $675K. Reported net income was $273K.
How have Jb Investment Property Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jb Investment Property Inc.'s sponsor-wide assets grew 68.2%, from $402K to $676K.
Where does Jb Investment Property Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Jb Investment Property Inc. Retirement Plan ranks in the 20th 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 Jb Investment Property Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tardif Corporation Retirement Plan in GA ($675K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Jb Investment Property Inc. 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 842974401.

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.