Profit Sharing · DOL Form 5500 · 2023

Jay L. Liss, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
40th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Jay L. Liss, Inc. Employee Profit Sharing Plan · Sponsored by Jay L. Liss, Inc. · Missouri · Healthcare & Social Assistance

$4M in assets, 2 participants

Jay L. Liss, Inc.'s Jay L. Liss, Inc. Employee Profit Sharing Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,627 in Healthcare & Social Assistance (17,684 peers)

Jay L. Liss, Inc. multi-year trail

Jay L. Liss, Inc.'s plans moved +11.7% in assets from 2022 to 2024; this filing shows Jay L. Liss, Inc. Employee Profit Sharing Plan at $4M / 2 participants.

#7,627
in Healthcare & Social Assistance (17,684 peers)
+14.4%
assets growth YoY

Jay L. Liss, Inc. Employee Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jay L. Liss, Inc. Employee Profit Sharing Plan vs every filed plan by assets

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

$4,043,708 40th percentile higher than 40% 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

Jay L. Liss, Inc. Employee Profit Sharing 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. Jay L. Liss, Inc. Employee Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jay L. Liss, Inc. Employee Profit Sharing Plan reported net income rose from -$391K in the plan year 2022 filing to $509K in the plan year 2023 filing.
  • Jay L. Liss, Inc. Employee Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431046828 · Jay L. Liss, Inc. PY 2023 · Profit Sharing

Jay L. Liss, Inc. Employee Profit Sharing Plan · $4M · 2 · 40th

  • BOY $4M
  • BOY 2
  • BOY 40th
  • BOY Profit Sharing
  • BOY near Bristol Consultants LLC Defined Contribution Retirement Plan
  • BOY ind #7627

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Jay L. Liss, Inc. Employee Profit Sharing Plan in the asset neighbourhood

Semper Fi & America's Fund ERISA 403(b) PlanSemper Fi & America's Fund E…$4MThe Arc Tampa Bay, Inc. Retirement PlanThe Arc Tampa Bay, Inc. Reti…$4MJay L. Liss, Inc. Employee Profit Sharing PlanJay L. Liss, Inc. Employee P…$4MBristol Consultants LLC Defined Contribution Retirement PlanBristol Consultants LLC Defi…$4MPatrick & Co. Profit Sharing PlanPatrick & Co. Profit Sharing…$4M
End-of-year total assets ($M) among Jay L. Liss, Inc. Employee Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jay L. Liss, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jay L. Liss, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.74956550665997% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.54M $3.95M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $4M
2024 1 2 $4M

Jay L. Liss, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$509K
Employer EIN431046828
Plan Effective Date1976-03-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Missouri

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

Jay L. Liss, Inc. Employee Profit Sharing Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Jay L. Liss, Inc. Employee Profit Sharing Plan, Total assets ($B): 0.004043708 · Participants: 2Jay L. Liss, Inc. Employee Profit Sharing PlanBoilermakers National Annuity Trust, Total assets ($B): 1.250463263 · Participants: 18088Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.584751191 · Participants: 3940Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.396974618 · Participants: 3749Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.394489511 · Participants: 3338I. B. E. W. Local Union No. 124 Annuity PlanIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.363398354 · Participants: 4927Iron Workers St. Louis District Council Annuity Trust Fund
Jay L. Liss, Inc. Employee Profit Sharing Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Jay L. Liss, Inc. Employee Profit Sharing Plan side-by-side with 3 peers →

Jay L. Liss, Inc. Employee Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Bristol Consultants LLC Defined Contribution Retirement Plan in NY ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Jay L. Liss, Inc. Employee Profit Sharing Plan assets move in 2023? ▼
Jay L. Liss, Inc. Employee Profit Sharing Plan grew at a solid clip - up 14.4% during 2023, from $4M to $4M. Reported net income was $509K.
How have Jay L. Liss, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jay L. Liss, Inc.'s sponsor-wide assets grew 11.7%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Jay L. Liss, Inc. Employee Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bristol Consultants LLC Defined Contribution Retirement Plan in NY ($4M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Jay L. Liss, Inc. Employee Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 431046828.

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.