Profit Sharing · DOL Form 5500 · 2023
Jt Geritz Inc. Profit Sharing Plan
Data updated 2026-08-25
- $721K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $240,425
- Avg per participant Above avg balance/head
Official DOL plan name: Jt Geritz Inc. Retirement Plan · Sponsored by Jt Geritz Inc. · North Carolina · Other Services
$721K in assets, 3 participants
Jt Geritz Inc.'s Jt Geritz Inc. Retirement Plan reported $721K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #3,447 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Jt Geritz Inc. Retirement Plan ranks #3,447 of 7,857 2023 filers by assets (2783% of the sector average)-$721K for 3 participants.
- #3,447
- in Other Services (7,857 peers)
- +42.4%
- assets growth YoY
Jt Geritz Inc. Retirement Plan among the smaller filed plans by assets
Jt Geritz Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$721,274 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jt Geritz 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. Jt Geritz Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jt Geritz Inc. Retirement Plan end-of-year assets rose from $507K in the plan year 2022 filing to $721K in the plan year 2023 filing.
- Jt Geritz Inc. Retirement Plan reported net income fell from $282K in the plan year 2022 filing to $215K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 832333625 · Jt Geritz Inc. PY 2023 · Profit Sharing
Jt Geritz Inc. Retirement Plan · $721K · 3 · 21st
- 5500 $721K
- 5500 3
- 5500 21st
- 5500 Profit Sharing
- 5500 near Kmb Marketing, Inc. Profit Sharing Plan
- 5500 ind #3447
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 Other Services retirement plans → · Plans in North Carolina →
Jt Geritz Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $507K |
|---|---|
| Net Assets (End of Year) | $721K |
| Net Income | $215K |
| Employer EIN | 832333625 |
| Plan Effective Date | 2018-10-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jt Geritz Inc.)
Sponsor-wide plan assets over time
All Jt Geritz Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $690K 36.23674399051035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $507K |
| 2023 | 1 | 3 | $721K |
| 2024 | 1 | 4 | $690K |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.2B · 36,057
- Charter Communications, Inc. Retirement Accumulation Plan $1.3B · 96,058
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $108M · 5,519
- Baker & Taylor Retirement Savings Plan $67M · 1,361
- Intermec Fssp Spinoff Plan $51M · 74
Jt Geritz Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Kmb Marketing, Inc. Profit Sharing Plan in CT ($722K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($721K here).
- Kmb Marketing, Inc. Profit Sharing Plan (CT) $722K · 10
- Fernando R. Miranda Ramirez Retirement Plan (PR) $722K · 1
- Franklin Plugez Feliciano Retirement Plan (PR) $722K · 2
- Rojo Inc Retirement Plan (KS) $722K · 6
Similar participant headcount
Nearest other-state filings by covered participants (3 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.