Profit Sharing · DOL Form 5500 · 2023
James and Jatasha Incorporated Profit Sharing Plan
Data updated 2026-08-25
- $141K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $70,500
- Avg per participant Below avg balance/head
Official DOL plan name: James and Jatasha Incorporated Retirement Plan · Sponsored by James and Jatasha Incorporated · Pennsylvania · Real Estate
$141K in assets, 2 participants
James and Jatasha Incorporated's James and Jatasha Incorporated Retirement Plan reported $141K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #563 in Real Estate (4,727 peers)
James and Jatasha Incorporated multi-year trail
James and Jatasha Incorporated's plans moved +13.8% in assets from 2022 to 2024; this filing shows James and Jatasha Incorporated Retirement Plan at $141K / 2 participants.
- #563
- in Real Estate (4,727 peers)
- -2.8%
- assets change YoY
The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
James and Jatasha Incorporated Retirement Plan among the smaller filed plans by assets
James and Jatasha Incorporated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$141,000 8th percentile higher than 8% 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
James and Jatasha Incorporated 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. James and Jatasha Incorporated Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- James and Jatasha Incorporated Retirement Plan reported net income fell from $15K in the plan year 2022 filing to -$4K in the plan year 2023 filing.
- James and Jatasha Incorporated Retirement Plan end-of-year assets fell from $145K in the plan year 2022 filing to $141K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 813519887 · James and Jatasha Incorporated PY 2023 · Profit Sharing
James and Jatasha Incorporated Retirement Plan · $141K · 2 · 8th
- RANK $141K
- RANK 2
- RANK 8th
- RANK Profit Sharing
- RANK near Serendipity Coaching and Consulting Inc. Retirement Plan
- RANK ind #563
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 Real Estate retirement plans → · Plans in Pennsylvania →
James and Jatasha Incorporated Retirement Plan in the asset neighbourhood
James and Jatasha Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All James and Jatasha Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $165K 13.793103448275861% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $145K |
| 2023 | 1 | 2 | $141K |
| 2024 | 1 | 2 | $165K |
James and Jatasha Incorporated filing trail (2023)
| Total Assets (Beginning of Year) | $145K |
|---|---|
| Net Assets (End of Year) | $141K |
| Net Income | -$4K |
| Employer EIN | 813519887 |
| Plan Effective Date | 2016-08-10 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
James and Jatasha Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Serendipity Coaching and Consulting Inc. Retirement Plan in NC ($141K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141K here).
- Serendipity Coaching and Consulting Inc. Retirement Plan (NC) $141K · 3
- Ruchfam Enterprises, Inc. Retirement Plan (OH) $141K · 2
- Profit Sharing Plan & Trust of James J Mcconnell Md PC (VA) $141K · 3
- Endocrinology Specialty LLC Retirement Plan (Formely Elisabeth Marie Soto Vega Retirement Plan) (PR) $141K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 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.