Other · DOL Form 5500 · 2023

Jva, Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
136
Participants Small participant base
67th
Percentile by assets National rank
$107,906
Avg per participant Below avg balance/head
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Official DOL plan name: Jva, Inc. Employees' Stock Bonus Plan and Trust · Sponsored by Jva, Inc. · Colorado · Professional & Technical Services

$15M in assets, 136 participants

Jva, Inc.'s Jva, Inc. Employees' Stock Bonus Plan and Trust reported $15M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,424 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Jva, Inc. Employees' Stock Bonus Plan and Trust covers 136 participants in Colorado, about 36% of the average Colorado filer (state average ~376 per filing). Assets: $15M.

#13,424
in Professional & Technical Services (20,321 peers)
+5.5%
assets growth YoY

Jva, Inc. Employees' Stock Bonus Plan and Trust's outsized position by total assets

Jva, Inc. Employees' Stock Bonus Plan and Trust vs every filed plan by assets

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

$14,675,227 Top 33% higher than 67% 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

Jva, Inc. Employees' Stock Bonus Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jva, Inc. Employees' Stock Bonus Plan and Trust sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jva, Inc. Employees' Stock Bonus Plan and Trust reported net income rose from $618K in the plan year 2022 filing to $798K in the plan year 2023 filing.
  • Jva, Inc. Employees' Stock Bonus Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Jva, Inc. Employees' Stock Bonus Plan and Trust reported participants fell from 138 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840638689 · Jva, Inc. PY 2023 · Other

Jva, Inc. Employees' Stock Bonus Plan and Trust · $15M · 136 · 67th

  • ASSETS $15M
  • ASSETS 136
  • ASSETS 67th
  • ASSETS Other
  • ASSETS near Harding Academy Tax Deferred Annuity Plan
  • ASSETS ind #13424

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 Colorado →

Jva, Inc. Employees' Stock Bonus Plan and Trust in the asset neighbourhood

Methodist Theological School DCMethodist Theological School…$15MJva, Inc. Employees' Stock Bonus Plan and TrustJva, Inc. Employees' Stock B…$15MHarding Academy Tax Deferred Annuity PlanHarding Academy Tax Deferred…$15MLutheran Homes of Oconomowoc Retirement PlanLutheran Homes of Oconomowoc…$15MHorizon House 403(b) Plan$15M
End-of-year total assets ($M) among Jva, Inc. Employees' Stock Bonus Plan and Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$798K
Employer EIN840638689
Plan Effective Date1977-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jva, Inc.)

Sponsor-wide plan assets over time

All Jva, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 40.6422539677215% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.1M $39.5M ▲ +40.6%
Year Plans Participants Total Assets
2022 2 268 $28M
2023 2 270 $33M
2024 2 275 $39M

Nearby Other Plans in Colorado

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

Jva, Inc. Employees' Stock Bonus Plan and Trust vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Jva, Inc. Employees' Stock Bonus Plan and Trust, Total assets ($B): 0.014675227 · Participants: 136Jva, Inc. Employees' Stock Bonus Plan and TrustUcar Retirement Plan, Total assets ($B): 1.145684593 · Participants: 1444Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.898290586 · Participants: 8617Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.848101064 · Participants: 7241University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.525431207 · Participants: 2877Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.3525072 · Participants: 707Colorado College Retirement Benefit Plan
Jva, Inc. Employees' Stock Bonus Plan and Trust vs. nearby Other plans in Colorado, assets vs. participants
Compare Jva, Inc. Employees' Stock Bonus Plan and Trust side-by-side with 3 peers →

Jva, Inc. Employees' Stock Bonus Plan and Trust's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Harding Academy Tax Deferred Annuity Plan in TN ($15M); by covered participants it is The Corporate Source, Inc. Pr 401(k) Plan in NY (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Jva, Inc. Employees' Stock Bonus Plan and Trust assets move in 2023? ▼
Jva, Inc. Employees' Stock Bonus Plan and Trust grew at a solid clip - up 5.5% during 2023, from $14M to $15M. Reported net income was $798K.
How have Jva, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jva, Inc.'s sponsor-wide assets grew 40.6%, from $28M to $39M.
Which Other plans are similar in size to Jva, Inc. Employees' Stock Bonus Plan and Trust? ▼
Among Other plans in other states, the closest by assets is Harding Academy Tax Deferred Annuity Plan in TN ($15M, 94 participants).
Which Other plans cover a similar participant headcount to Jva, Inc. Employees' Stock Bonus Plan and Trust? ▼
Among Other plans in other states, the closest by covered participants is The Corporate Source, Inc. Pr 401(k) Plan in NY (136 participants, $2M 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 840638689.

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.