401(k) · DOL Form 5500 · 2023

Jo'solei Inc. 401(k) Plan

Data updated 2026-08-25

$1K
Total assets Small plan by assets
1
Participants Small participant base
1st
Percentile by assets National rank
$1,010
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jo'solei Inc. Profit Sharing Plan · Sponsored by Jo'solei Inc. · Florida · Professional & Technical Services

$1K in assets, 1 participants

Jo'solei Inc.'s Jo'solei Inc. Profit Sharing Plan reported $1K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #94 in Professional & Technical Services (20,321 peers)

Jo'solei Inc. multi-year trail

Jo'solei Inc.'s plans moved -97.1% in assets from 2022 to 2023; this filing shows Jo'solei Inc. Profit Sharing Plan at $1K / 1 participant.

#94
in Professional & Technical Services (20,321 peers)
-97.1%
assets change YoY

The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jo'solei Inc. Profit Sharing Plan among the smaller filed plans by assets

Jo'solei Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,010 1st percentile higher than 1% 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

Jo'solei Inc. Profit Sharing 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. Jo'solei Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jo'solei Inc. Profit Sharing Plan reported net income fell from -$8K in the plan year 2022 filing to -$34K in the plan year 2023 filing.
  • Jo'solei Inc. Profit Sharing Plan end-of-year assets fell from $35K in the plan year 2022 filing to $1K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 743078449 · Jo'solei Inc. PY 2023 · 401(k)

Jo'solei Inc. Profit Sharing Plan · $1K · 1 · 1st

  • EIN $1K
  • EIN 1
  • EIN 1st
  • EIN 401(k)
  • EIN near The Marvel Group 401(k) and Profit Sharing Plan
  • EIN ind #94

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 Professional & Technical Services retirement plans → · Plans in Florida →

Jo'solei Inc. Profit Sharing Plan in the asset neighbourhood

Jo'solei Inc. Profit Sharing PlanJo'solei Inc. Profit Sharing…$1KThe Marvel Group 401(k) and Profit Sharing PlanThe Marvel Group 401(k) and …$1KWcw Group, Inc. 401(k) Profit Sharing PlanWcw Group, Inc. 401(k) Profi…$1KViking Home Services, Inc. 401(k) Profit Sharing PlanViking Home Services, Inc. 4…$1KRandall P. Whately, P.L.L.C. 401(k) PlanRandall P. Whately, P.L.L.C.…$1K
End-of-year total assets ($M) among Jo'solei Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jo'solei Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jo'solei Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1K 97.11840228245364% vs 2022
2023 filing year
$0M$0.02M$0.04M$0.06M 20222023 $0.04M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $35K
2023 1 1 $1K

Jo'solei Inc. filing trail (2023)

Total Assets (Beginning of Year)$35K
Net Assets (End of Year)$1K
Net Income-$34K
Employer EIN743078449
Plan Effective Date2003-01-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jo'solei Inc. Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Jo'solei Inc. Profit Sharing Plan, Total assets ($B): 0.00000101 · Participants: 1Jo'solei Inc. Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Jo'solei Inc. Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Jo'solei Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Marvel Group 401(k) and Profit Sharing Plan in IN ($1K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jo'solei Inc. Profit Sharing Plan assets move in 2023?
Jo'solei Inc. Profit Sharing Plan contracted severely - down 97.1% during 2023, from $35K to $1K. Reported net income was -$34K.
How have Jo'solei Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Jo'solei Inc.'s sponsor-wide assets declined 97.1%, from $35K to $1K.
Where does Jo'solei Inc. Profit Sharing Plan rank by assets among Form 5500 filers?
Jo'solei Inc. Profit Sharing Plan ranks in the 1st 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 401(k) plans are similar in size to Jo'solei Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is The Marvel Group 401(k) and Profit Sharing Plan in IN ($1K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Jo'solei Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).