Profit Sharing · DOL Form 5500 · 2023

J & P Solari Enterprises Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
2
Participants Small participant base
60th
Percentile by assets National rank
$5.4M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J & P Solari Enterprises Keogh Plan · Sponsored by J & P Solari Enterprises · California · Agriculture, Forestry & Fishing

$11M in assets, 2 participants

J & P Solari Enterprises's J & P Solari Enterprises Keogh Plan reported $11M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #841 in Agriculture, Forestry & Fishing (1,288 peers)

J & P Solari Enterprises multi-year trail

J & P Solari Enterprises's plans moved +81.0% in assets from 2022 to 2024; this filing shows J & P Solari Enterprises Keogh Plan at $11M / 2 participants.

#841
in Agriculture, Forestry & Fishing (1,288 peers)
+37.0%
assets growth YoY

J & P Solari Enterprises Keogh Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

J & P Solari Enterprises Keogh Plan vs every filed plan by assets

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

$10,836,970 Top 40% higher than 60% 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

J & P Solari Enterprises Keogh 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. J & P Solari Enterprises Keogh Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J & P Solari Enterprises Keogh Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • J & P Solari Enterprises Keogh Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943325108 · J & P Solari Enterprises PY 2023 · Profit Sharing

J & P Solari Enterprises Keogh Plan · $11M · 2 · 60th

  • RANK $11M
  • PHOTO 2
  • IND 60th
  • EOY Profit Sharing
  • 5500 near Willow Brook 403(b) Retirement Plan
  • ASSETS ind #841

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

J & P Solari Enterprises Keogh Plan in the asset neighbourhood

Triangle Dealers Group Retirement PlanTriangle Dealers Group Retir…$11MBrewe Layman Profit Sharing PlanBrewe Layman Profit Sharing …$11MWillow Brook 403(b) Retirement PlanWillow Brook 403(b) Retireme…$11MJ & P Solari Enterprises Keogh PlanJ & P Solari Enterprises Keo…$11MCuny & Guerber, Inc. Employee's Profit Sharing PlanCuny & Guerber, Inc. Employe…$11M
End-of-year total assets ($M) among J & P Solari Enterprises Keogh Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

J & P Solari Enterprises multi-year asset trail

Sponsor-wide plan assets over time

All J & P Solari Enterprises plans reported in each filing year

Latest sponsor-wide plan assets
$14M 80.99671347853017% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $7.91M $14.3M ▲ +81.0%
Year Plans Participants Total Assets
2022 1 2 $8M
2023 1 2 $11M
2024 1 2 $14M

J & P Solari Enterprises filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN943325108
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

J & P Solari Enterprises Keogh Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants J & P Solari Enterprises Keogh Plan, Total assets ($B): 0.01083697 · Participants: 2J & P Solari Enterprises Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
J & P Solari Enterprises Keogh Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare J & P Solari Enterprises Keogh Plan side-by-side with 3 peers →

J & P Solari Enterprises Keogh Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Willow Brook 403(b) Retirement Plan in OH ($11M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 J & P Solari Enterprises Keogh Plan assets move in 2023? ▼
J & P Solari Enterprises Keogh Plan surged - up 37.0% during 2023, from $8M to $11M. Reported net income was $3M.
How have J & P Solari Enterprises plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J & P Solari Enterprises's sponsor-wide assets grew 81.0%, from $8M to $14M.
Which Profit Sharing plans are similar in size to J & P Solari Enterprises Keogh Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Willow Brook 403(b) Retirement Plan in OH ($11M, 462 participants).
Which Profit Sharing plans cover a similar participant headcount to J & P Solari Enterprises Keogh Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 943325108.

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.