Profit Sharing · DOL Form 5500 · 2023

Jot Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
36th
Percentile by assets National rank
$123,793
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jot Holdings, Inc. Retirement Plan · Sponsored by Jot Holdings, Inc. · Florida · Healthcare & Social Assistance

$3M in assets, 24 participants

Jot Holdings, Inc.'s Jot Holdings, Inc. Retirement Plan reported $3M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,456 in Healthcare & Social Assistance (17,684 peers)

Jot Holdings, Inc. multi-year trail

Jot Holdings, Inc.'s plans moved +46.6% in assets from 2022 to 2024; this filing shows Jot Holdings, Inc. Retirement Plan at $3M / 24 participants.

#6,456
in Healthcare & Social Assistance (17,684 peers)
-10.2%
assets change YoY

The plan reported a net loss of $338K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jot Holdings, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jot Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$2,971,025 36th percentile higher than 36% 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

Jot Holdings, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jot Holdings, Inc. Retirement Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jot Holdings, Inc. Retirement Plan reported net income fell from $676K in the plan year 2022 filing to -$338K in the plan year 2023 filing.
  • Jot Holdings, Inc. Retirement Plan reported participants fell from 28 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Jot Holdings, Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 821299258 · Jot Holdings, Inc. PY 2023 · Profit Sharing

Jot Holdings, Inc. Retirement Plan · $3M · 24 · 36th

  • PHOTO $3M
  • PHOTO 24
  • PHOTO 36th
  • PHOTO Profit Sharing
  • PHOTO near Mark E. Anderson, M.D., a Professional Corporation Profit Sharing Plan
  • PHOTO ind #6456

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Jot Holdings, Inc. Retirement Plan in the asset neighbourhood

Oco Inc Profit Sharing Plan$3MJot Holdings, Inc. Retirement PlanJot Holdings, Inc. Retiremen…$3MMark E. Anderson, M.D., a Professional Corporation Profit Sharing PlanMark E. Anderson, M.D., a Pr…$3MThe Food Connection, Inc. Profit Sharing PlanThe Food Connection, Inc. Pr…$3MCraig W. Beaver Profit Sharing PlanCraig W. Beaver Profit Shari…$3M
End-of-year total assets ($M) among Jot Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jot Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jot Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 46.61728251800533% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.31M $4.85M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 28 $3M
2023 1 24 $3M
2024 1 35 $5M

Jot Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$338K
Employer EIN821299258
Plan Effective Date2011-11-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Jot Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Jot Holdings, Inc. Retirement Plan, Total assets ($B): 0.002971025 · Participants: 24Jot Holdings, 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
Jot Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Jot Holdings, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Profit Sharing by assets is Mark E. Anderson, M.D., a Professional Corporation Profit Sharing Plan in CA ($3M); by covered participants it is Profitmaster Displays, Inc. Profit Sharing Plan in GA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Jot Holdings, Inc. Retirement Plan assets move in 2023? ▼
Jot Holdings, Inc. Retirement Plan pulled back noticeably - down 10.2% during 2023, from $3M to $3M. Reported net income was -$338K.
How have Jot Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jot Holdings, Inc.'s sponsor-wide assets grew 46.6%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Jot Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mark E. Anderson, M.D., a Professional Corporation Profit Sharing Plan in CA ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Jot Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Profitmaster Displays, Inc. Profit Sharing Plan in GA (24 participants, $9M 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 821299258.

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.