Profit Sharing · DOL Form 5500 · 2023

Jj Lugo Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$390K
Total assets Small plan by assets
7
Participants Small participant base
16th
Percentile by assets National rank
$55,655
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jj Lugo Enterprises, Inc. Retirement Plan · Sponsored by Jj Lugo Enterprises, Inc. · Florida · Arts, Entertainment & Recreation

$390K in assets, 7 participants

Jj Lugo Enterprises, Inc.'s Jj Lugo Enterprises, Inc. Retirement Plan reported $390K 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.

  • #1,075 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Jj Lugo Enterprises, Inc. Retirement Plan ranks #1,075 of 2,945 2023 filers by assets (7127% of the sector average)-$390K for 7 participants.

#1,075
in Arts, Entertainment & Recreation (2,945 peers)
-18.5%
assets change YoY

The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jj Lugo Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Jj Lugo Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$389,588 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

Jj Lugo 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. Jj Lugo Enterprises, 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

  • Jj Lugo Enterprises, Inc. Retirement Plan reported participants rose from 5 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Jj Lugo Enterprises, Inc. Retirement Plan reported net income fell from -$72K in the plan year 2022 filing to -$88K in the plan year 2023 filing.
  • Jj Lugo Enterprises, Inc. Retirement Plan end-of-year assets fell from $478K in the plan year 2022 filing to $390K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 460972007 · Jj Lugo Enterprises, Inc. PY 2023 · Profit Sharing

Jj Lugo Enterprises, Inc. Retirement Plan · $390K · 7 · 16th

  • 5500 $390K
  • 5500 7
  • 5500 16th
  • 5500 Profit Sharing
  • 5500 near D.C. Lehman Company Retirement Plan
  • 5500 ind #1075

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Jj Lugo Enterprises, Inc. Retirement Plan in the asset neighbourhood

Jj Lugo Enterprises, Inc. Retirement PlanJj Lugo Enterprises, Inc. Re…$390KD.C. Lehman Company Retirement PlanD.C. Lehman Company Retireme…$390KSine Metu Services Corp. Profit Sharing PlanSine Metu Services Corp. Pro…$389KE. Artau & C. Feliciano Retirement PlanE. Artau & C. Feliciano Reti…$390KMcg Heritage, Inc. Profit Sharing PlanMcg Heritage, Inc. Profit Sh…$389K
End-of-year total assets ($M) among Jj Lugo Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$478K
Net Assets (End of Year)$390K
Net Income-$88K
Employer EIN460972007
Plan Effective Date2012-09-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Jj Lugo Enterprises, Inc.)

Sponsor-wide plan assets over time

All Jj Lugo Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$267K 44.04177058400147% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.48M $0.27M ▼ -43.7%
Year Plans Participants Total Assets
2022 1 5 $478K
2023 1 7 $390K
2024 1 6 $267K

Nearby Profit Sharing Plans in Florida

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

Jj Lugo Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Jj Lugo Enterprises, Inc. Retirement Plan, Total assets ($B): 0.000389588 · Participants: 7Jj Lugo Enterprises, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Jj Lugo Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Jj Lugo Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Profit Sharing by assets is D.C. Lehman Company Retirement Plan in PA ($390K); 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 ($390K 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 Jj Lugo Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Jj Lugo Enterprises, Inc. Retirement Plan declined sharply - down 18.5% during 2023, from $478K to $390K. Reported net income was -$88K.
How have Jj Lugo Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jj Lugo Enterprises, Inc.'s sponsor-wide assets declined 44.0%, from $478K to $267K.
Where does Jj Lugo Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Jj Lugo Enterprises, 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 Jj Lugo Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is D.C. Lehman Company Retirement Plan in PA ($390K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jj Lugo Enterprises, 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 460972007.

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.