Profit Sharing · DOL Form 5500 · 2023

First Journey, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
23
Participants Small participant base
36th
Percentile by assets National rank
$132,384
Avg per participant Near avg balance/head
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Official DOL plan name: First Journey, Inc. Retirement Plan · Sponsored by First Journey, Inc. · Georgia · Healthcare & Social Assistance

$3M in assets, 23 participants

First Journey, Inc.'s First Journey, Inc. Retirement Plan reported $3M in total assets and 23 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.

  • #6,547 in Healthcare & Social Assistance (17,684 peers)

First Journey, Inc. multi-year trail

First Journey, Inc.'s plans moved +63.8% in assets from 2022 to 2024; this filing shows First Journey, Inc. Retirement Plan at $3M / 23 participants.

#6,547
in Healthcare & Social Assistance (17,684 peers)
+53.0%
assets growth YoY

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

First Journey, Inc. Retirement Plan vs every filed plan by assets

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

$3,044,840 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

First Journey, 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. First Journey, Inc. Retirement Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Journey, Inc. Retirement Plan reported net income rose from $93K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • First Journey, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • First Journey, Inc. Retirement Plan reported participants rose from 19 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 263427277 · First Journey, Inc. PY 2023 · Profit Sharing

First Journey, Inc. Retirement Plan · $3M · 23 · 36th

  • BOY $3M
  • SCH 23
  • EBSA 36th
  • PART Profit Sharing
  • TYPE near J.B. Frost, M.D. 401(k) Plan
  • NET ind #6547

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 Georgia →

First Journey, Inc. Retirement Plan in the asset neighbourhood

Pearman Oil & LP Gas Inc Profit Sharing Plan & TrustPearman Oil & LP Gas Inc Pro…$3MFirst Journey, Inc. Retirement PlanFirst Journey, Inc. Retireme…$3MJ.B. Frost, M.D. 401(k) Plan$3MPrototypes Defined Contribution Retirement PlanPrototypes Defined Contribut…$3MCustodio Lim Profit Sharing PlanCustodio Lim Profit Sharing …$3M
End-of-year total assets ($M) among First Journey, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

First Journey, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All First Journey, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 63.802291192099446% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.99M $3.26M ▲ +63.8%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 23 $3M
2024 1 21 $3M

First Journey, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN263427277
Plan Effective Date2011-12-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

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

First Journey, Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants First Journey, Inc. Retirement Plan, Total assets ($B): 0.00304484 · Participants: 23First Journey, Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
First Journey, Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare First Journey, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest Profit Sharing by assets is J.B. Frost, M.D. 401(k) Plan in SC ($3M); by covered participants it is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 First Journey, Inc. Retirement Plan assets move in 2023? ▼
First Journey, Inc. Retirement Plan surged - up 53.0% during 2023, from $2M to $3M. Reported net income was $1M.
How have First Journey, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Journey, Inc.'s sponsor-wide assets grew 63.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to First Journey, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is J.B. Frost, M.D. 401(k) Plan in SC ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to First Journey, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants, $12M 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 263427277.

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.