Profit Sharing · DOL Form 5500 · 2023
J & J Wellness, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $80,107
- Avg per participant Below avg balance/head
Official DOL plan name: J & J Wellness, Inc. Retirement Plan · Sponsored by J & J Wellness, Inc. · North Carolina · Other Services
$2M in assets, 19 participants
J & J Wellness, Inc.'s J & J Wellness, Inc. Retirement Plan reported $2M in total assets and 19 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.
- #4,130 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, J & J Wellness, Inc. Retirement Plan ranks #4,130 of 7,857 2023 filers by assets (1319% of the sector average)-$2M for 19 participants.
- #4,130
- in Other Services (7,857 peers)
- -31.3%
- assets change YoY
The plan reported a net loss of $693K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J & J Wellness, Inc. Retirement Plan among the smaller filed plans by assets
J & J Wellness, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,522,040 28th percentile higher than 28% 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 & J Wellness, Inc. Retirement 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. J & J Wellness, Inc. Retirement Plan is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J & J Wellness, Inc. Retirement Plan reported participants rose from 5 in the plan year 2022 filing to 19 in the plan year 2023 filing.
- J & J Wellness, Inc. Retirement Plan reported net income fell from $1M in the plan year 2022 filing to -$693K in the plan year 2023 filing.
- J & J Wellness, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 821463564 · J & J Wellness, Inc. PY 2023 · Profit Sharing
J & J Wellness, Inc. Retirement Plan · $2M · 19 · 28th
- EIN $2M
- EIN 19
- EIN 28th
- EIN Profit Sharing
- EIN near Camko Inc. Retirement Plan
- EIN ind #4130
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 →
J & J Wellness, Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$693K |
| Employer EIN | 821463564 |
| Plan Effective Date | 2017-05-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J & J Wellness, Inc.)
Sponsor-wide plan assets over time
All J & J Wellness, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 21.717974180734856% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 19 | $2M |
| 2024 | 1 | 22 | $3M |
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
J & J Wellness, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Camko Inc. Retirement Plan in NJ ($2M); by covered participants it is Profit Sharing Plan for Employees of Moore Brothers Construction Company in TX (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 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.