Defined Benefit (Pension) · DOL Form 5500 · 2023

Jalaram Sales, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
28th
Percentile by assets National rank
$132,279
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jalaram Sales, Inc. Cash Balance Plan · Sponsored by Jalaram Sales, Inc. · Georgia · Retail Trade

$2M in assets, 12 participants

Jalaram Sales, Inc.'s Jalaram Sales, Inc. Cash Balance Plan reported $2M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #3,394 in Retail Trade (8,414 peers)

Jalaram Sales, Inc. multi-year trail

Jalaram Sales, Inc.'s plans moved +26.1% in assets from 2022 to 2024; this filing shows Jalaram Sales, Inc. Cash Balance Plan at $2M / 12 participants.

#3,394
in Retail Trade (8,414 peers)
+6.5%
assets growth YoY

Jalaram Sales, Inc. Cash Balance Plan among the smaller filed plans by assets

Jalaram Sales, Inc. Cash Balance Plan vs every filed plan by assets

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

$1,587,345 28th percentile higher than 28% 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

Jalaram Sales, Inc. Cash Balance 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. Jalaram Sales, Inc. Cash Balance Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jalaram Sales, Inc. Cash Balance Plan reported participants fell from 15 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Jalaram Sales, Inc. Cash Balance Plan reported net income rose from $89K in the plan year 2022 filing to $97K in the plan year 2023 filing.
  • Jalaram Sales, Inc. Cash Balance Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 582379755 · Jalaram Sales, Inc. PY 2023 · Defined Benefit (Pension)

Jalaram Sales, Inc. Cash Balance Plan · $2M · 12 · 28th

  • VS-ST $2M
  • VS-ST 12
  • VS-ST 28th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Miles & Schmitt, Md, PC Cash Balance Plan
  • VS-ST ind #3394

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 Retail Trade retirement plans → · Plans in Georgia →

Jalaram Sales, Inc. Cash Balance Plan in the asset neighbourhood

Jalaram Sales, Inc. Cash Balance PlanJalaram Sales, Inc. Cash Bal…$2MMiles & Schmitt, Md, PC Cash Balance PlanMiles & Schmitt, Md, PC Cash…$2MFree Greasy Lee LLC Defined Benefit PlanFree Greasy Lee LLC Defined …$2MThe Pieper Bar Review Retirement Income PlanThe Pieper Bar Review Retire…$2MSerralles Hotel, Inc. Pension PlanSerralles Hotel, Inc. Pensio…$2M
End-of-year total assets ($M) among Jalaram Sales, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Jalaram Sales, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jalaram Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.106059009943245% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.49M $1.88M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 15 $1M
2023 1 12 $2M
2024 1 14 $2M

Jalaram Sales, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$97K
Employer EIN582379755
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jalaram Sales, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Jalaram Sales, Inc. Cash Balance Plan, Total assets ($B): 0.001587345 · Participants: 12Jalaram Sales, Inc. Cash Balance PlanThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Jalaram Sales, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants

Jalaram Sales, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Miles & Schmitt, Md, PC Cash Balance Plan in AL ($2M); by covered participants it is Niagara Frontier Anesthesia Services, LLP Cash Balance Plan in NY (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Jalaram Sales, Inc. Cash Balance Plan assets move in 2023?
Jalaram Sales, Inc. Cash Balance Plan grew at a solid clip - up 6.5% during 2023, from $1M to $2M. Reported net income was $97K.
How have Jalaram Sales, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jalaram Sales, Inc.'s sponsor-wide assets grew 26.1%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Jalaram Sales, Inc. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Miles & Schmitt, Md, PC Cash Balance Plan in AL ($2M, 13 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jalaram Sales, Inc. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Niagara Frontier Anesthesia Services, LLP Cash Balance Plan in NY (12 participants, N/A in assets).