Profit Sharing · DOL Form 5500 · 2023
J&m Harris Investments, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $732K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $122,019
- Avg per participant Near avg balance/head
Official DOL plan name: J&m Harris Investments, Inc. Retirement Plan · Sponsored by J&m Harris Investments, Inc. · Utah · Retail Trade
$732K in assets, 6 participants
J&m Harris Investments, Inc.'s J&m Harris Investments, Inc. Retirement Plan reported $732K in total assets and 6 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.
- #2,766 in Retail Trade (8,414 peers)
J&m Harris Investments, Inc. multi-year trail
J&m Harris Investments, Inc.'s plans moved +32.9% in assets from 2022 to 2024; this filing shows J&m Harris Investments, Inc. Retirement Plan at $732K / 6 participants.
- #2,766
- in Retail Trade (8,414 peers)
- -25.2%
- assets change YoY
The plan reported a net loss of $246K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J&m Harris Investments, Inc. Retirement Plan among the smaller filed plans by assets
J&m Harris Investments, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$732,115 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
J&m Harris Investments, 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. J&m Harris Investments, Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J&m Harris Investments, Inc. Retirement Plan reported net income fell from -$22K in the plan year 2022 filing to -$246K in the plan year 2023 filing.
- J&m Harris Investments, Inc. Retirement Plan reported participants rose from 4 in the plan year 2022 filing to 6 in the plan year 2023 filing.
- J&m Harris Investments, Inc. Retirement Plan end-of-year assets fell from $979K in the plan year 2022 filing to $732K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 831794955 · J&m Harris Investments, Inc. PY 2023 · Profit Sharing
J&m Harris Investments, Inc. Retirement Plan · $732K · 6 · 21st
- TYPE $732K
- TYPE 6
- TYPE 21st
- TYPE Profit Sharing
- TYPE near Sturgis Consulting, Inc. Profit Sharing Plan
- TYPE ind #2766
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 Utah →
J&m Harris Investments, Inc. Retirement Plan in the asset neighbourhood
J&m Harris Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All J&m Harris Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 32.856412876852325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $979K |
| 2023 | 1 | 6 | $732K |
| 2024 | 1 | 6 | $1M |
J&m Harris Investments, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $979K |
|---|---|
| Net Assets (End of Year) | $732K |
| Net Income | -$246K |
| Employer EIN | 831794955 |
| Plan Effective Date | 2019-04-17 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Wgu Retirement Savings Plan $431M · 7,868
- Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan $320M · 2,460
- Parsons Behle & Latimer Profit Sharing Plan & Trust $147M · 265
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees $118M · N/A
- Campbell Scientific Profit Sharing Plan $106M · 651
J&m Harris Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Utah, the nearest Profit Sharing by assets is Sturgis Consulting, Inc. Profit Sharing Plan in OH ($732K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($732K here).
- Sturgis Consulting, Inc. Profit Sharing Plan (OH) $732K · 2
- Rrr Retirement Plan (PR) $732K · 1
- Mountain Residentail Appraisals Inc. Profit Sharing (IL) $732K · 2
- Net Enterprises Inc. Retirement Plan (NY) $733K · 3
Similar participant headcount
Nearest other-state filings by covered participants (6 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.