Profit Sharing · DOL Form 5500 · 2023

Jfmly Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$412K
Total assets Small plan by assets
7
Participants Small participant base
16th
Percentile by assets National rank
$58,799
Avg per participant Low balance/head
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Official DOL plan name: Jfmly Investments, Inc. Retirement Plan · Sponsored by Jfmly Investments, Inc. · Arizona · Retail Trade

$412K in assets, 7 participants

Jfmly Investments, Inc.'s Jfmly Investments, Inc. Retirement Plan reported $412K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,229 in Retail Trade (8,414 peers)

Jfmly Investments, Inc. multi-year trail

Jfmly Investments, Inc.'s plans moved -10.7% in assets from 2022 to 2024; this filing shows Jfmly Investments, Inc. Retirement Plan at $412K / 7 participants.

#2,229
in Retail Trade (8,414 peers)
+0.5%
assets growth YoY

Jfmly Investments, Inc. Retirement Plan among the smaller filed plans by assets

Jfmly Investments, Inc. Retirement Plan vs every filed plan by assets

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

$411,596 16th percentile higher than 16% 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

Jfmly Investments, 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. Jfmly Investments, Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jfmly Investments, Inc. Retirement Plan reported net income fell from $54K in the plan year 2022 filing to $2K in the plan year 2023 filing.
  • Jfmly Investments, Inc. Retirement Plan reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 472252036 · Jfmly Investments, Inc. PY 2023 · Profit Sharing

Jfmly Investments, Inc. Retirement Plan · $412K · 7 · 16th

  • BOY $412K
  • SCH 7
  • EBSA 16th
  • PART Profit Sharing
  • TYPE near Tholl Fence,Inc. Prevailing Wage Profit Sharing Plan and Trust
  • NET ind #2229

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 Arizona →

Jfmly Investments, Inc. Retirement Plan in the asset neighbourhood

Jfmly Investments, Inc. Retirement PlanJfmly Investments, Inc. Reti…$412KTholl Fence,Inc. Prevailing Wage Profit Sharing Plan and TrustTholl Fence,Inc. Prevailing …$412KThe Settle Inn, Inc. Retirement PlanThe Settle Inn, Inc. Retirem…$412KThree Dogs Group, Inc. Retirement PlanThree Dogs Group, Inc. Retir…$412KNrk Hogan Insurance Profit Sharing PlanNrk Hogan Insurance Profit S…$411K
End-of-year total assets ($M) among Jfmly Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jfmly Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jfmly Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$366K 10.671653998940354% vs 2022
2024 filing year
$0.36M$0.38M$0.4M$0.42M 202220232024 $0.41M $0.37M ▼ -9.8%
Year Plans Participants Total Assets
2022 1 9 $410K
2023 1 7 $412K
2024 1 8 $366K

Jfmly Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$410K
Net Assets (End of Year)$412K
Net Income$2K
Employer EIN472252036
Plan Effective Date2014-11-03
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Jfmly Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Jfmly Investments, Inc. Retirement Plan, Total assets ($M): 0.411596 · Participants: 7Jfmly Investments, Inc. Retirement PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Jfmly Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Jfmly Investments, Inc. Retirement Plan side-by-side with 3 peers →

Jfmly Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Tholl Fence,Inc. Prevailing Wage Profit Sharing Plan and Trust in NV ($412K); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

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 Jfmly Investments, Inc. Retirement Plan assets move in 2023? ▼
Jfmly Investments, Inc. Retirement Plan held essentially flat - up 0.5% during 2023, from $410K to $412K. Reported net income was $2K.
How have Jfmly Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jfmly Investments, Inc.'s sponsor-wide assets declined 10.7%, from $410K to $366K.
Where does Jfmly Investments, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Jfmly Investments, Inc. Retirement Plan ranks in the 16th 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 Jfmly Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tholl Fence,Inc. Prevailing Wage Profit Sharing Plan and Trust in NV ($412K, 23 participants).
Which Profit Sharing plans cover a similar participant headcount to Jfmly Investments, Inc. Retirement 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 472252036.

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.