Profit Sharing · DOL Form 5500 · 2023

Jef Enterprises Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
26th
Percentile by assets National rank
$219,818
Avg per participant Above avg balance/head
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Official DOL plan name: Jef Enterprises Inc. Retirement Plan · Sponsored by Jef Enterprises Inc. · North Carolina · Retail Trade

$1M in assets, 6 participants

Jef Enterprises Inc.'s Jef Enterprises Inc. Retirement Plan reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,252 in Retail Trade (8,414 peers)

Jef Enterprises Inc. multi-year trail

Jef Enterprises Inc.'s plans moved +102.9% in assets from 2022 to 2024; this filing shows Jef Enterprises Inc. Retirement Plan at $1M / 6 participants.

#3,252
in Retail Trade (8,414 peers)
+127.4%
assets growth YoY

Jef Enterprises Inc. Retirement Plan among the smaller filed plans by assets

Jef Enterprises Inc. Retirement Plan vs every filed plan by assets

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

$1,318,905 26th percentile higher than 26% 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

Jef Enterprises 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. Jef Enterprises Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jef Enterprises Inc. Retirement Plan reported net income rose from $306K in the plan year 2022 filing to $739K in the plan year 2023 filing.
  • Jef Enterprises Inc. Retirement Plan end-of-year assets rose from $580K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jef Enterprises Inc. Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 475355064 · Jef Enterprises Inc. PY 2023 · Profit Sharing

Jef Enterprises Inc. Retirement Plan · $1M · 6 · 26th

  • ASSETS $1M
  • PCT 6
  • EIN 26th
  • RANK Profit Sharing
  • PHOTO near Lacrosse Pr, Inc. Retirement Plan
  • IND ind #3252

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 North Carolina →

Jef Enterprises Inc. Retirement Plan in the asset neighbourhood

Jef Enterprises Inc. Retirement PlanJef Enterprises Inc. Retirem…$1MLacrosse Pr, Inc. Retirement PlanLacrosse Pr, Inc. Retirement…$1MRobert I. Gluckstein Enterprises, Inc. Profit Sharing PlanRobert I. Gluckstein Enterpr…$1MYorkville Entertainment Inc Profit Sharing PlanYorkville Entertainment Inc …$1MOak Brook School, Inc. Retirement PlanOak Brook School, Inc. Retir…$1M
End-of-year total assets ($M) among Jef Enterprises Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jef Enterprises Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jef Enterprises Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 102.91897671130118% vs 2022
2024 filing year
$0.5M$1M$1.5M 202220232024 $0.58M $1.18M ▲ +103.4%
Year Plans Participants Total Assets
2022 1 3 $580K
2023 1 6 $1M
2024 1 8 $1M

Jef Enterprises Inc. filing trail (2023)

Total Assets (Beginning of Year)$580K
Net Assets (End of Year)$1M
Net Income$739K
Employer EIN475355064
Plan Effective Date2015-10-19
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Jef Enterprises 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 ($B) Participants Jef Enterprises Inc. Retirement Plan, Total assets ($B): 0.001318905 · Participants: 6Jef Enterprises 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
Jef Enterprises Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Jef Enterprises Inc. Retirement Plan side-by-side with 3 peers →

Jef Enterprises Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Lacrosse Pr, Inc. Retirement Plan in WI ($1M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

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 Jef Enterprises Inc. Retirement Plan assets move in 2023? ▼
Jef Enterprises Inc. Retirement Plan surged - up 127.4% during 2023, from $580K to $1M. Reported net income was $739K.
How have Jef Enterprises Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jef Enterprises Inc.'s sponsor-wide assets grew 102.9%, from $580K to $1M.
Which Profit Sharing plans are similar in size to Jef Enterprises Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lacrosse Pr, Inc. Retirement Plan in WI ($1M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Jef Enterprises Inc. Retirement 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 475355064.

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.