Profit Sharing · DOL Form 5500 · 2023

Jpw Business Advisors, Inc. Profit Sharing Plan

Data updated 2026-08-25

$273K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$272,823
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jpw Business Advisors, Inc. Retirement Plan · Sponsored by Jpw Business Advisors, Inc. · Alabama · Other Services

$273K in assets, 1 participants

Jpw Business Advisors, Inc.'s Jpw Business Advisors, Inc. Retirement Plan reported $273K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,207 in Other Services (7,857 peers)

2023 asset change

Jpw Business Advisors, Inc. Retirement Plan contracted severely 35.8% in 2023 ($425K → $273K) for 1 participant.

#2,207
in Other Services (7,857 peers)
-35.8%
assets change YoY

The plan reported a net loss of $152K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jpw Business Advisors, Inc. Retirement Plan among the smaller filed plans by assets

Jpw Business Advisors, Inc. Retirement Plan vs every filed plan by assets

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

$272,823 13th percentile higher than 13% 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

Jpw Business Advisors, 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. Jpw Business Advisors, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jpw Business Advisors, Inc. Retirement Plan reported net income fell from $244K in the plan year 2022 filing to -$152K in the plan year 2023 filing.
  • Jpw Business Advisors, Inc. Retirement Plan end-of-year assets fell from $425K in the plan year 2022 filing to $273K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 842753197 · Jpw Business Advisors, Inc. PY 2023 · Profit Sharing

Jpw Business Advisors, Inc. Retirement Plan · $273K · 1 · 13th

  • 5500 $273K
  • ASSETS 1
  • PCT 13th
  • EIN Profit Sharing
  • RANK near Maryam One, Inc. Profit Sharing Plan
  • PHOTO ind #2207

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 Alabama →

Jpw Business Advisors, Inc. Retirement Plan in the asset neighbourhood

Jpw Business Advisors, Inc. Retirement PlanJpw Business Advisors, Inc. …$273KMaryam One, Inc. Profit Sharing PlanMaryam One, Inc. Profit Shar…$273KTwo Poodles, Inc. Profit Sharing PlanTwo Poodles, Inc. Profit Sha…$273KTruecentz1983 Corp. Retirement PlanTruecentz1983 Corp. Retireme…$273KMountain High Community Enterprises Profit Sharing PlanMountain High Community Ente…$273K
End-of-year total assets ($M) among Jpw Business Advisors, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jpw Business Advisors, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Jpw Business Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$394K 7.273502240663509% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.42M $0.39M ▼ -7.1%
Year Plans Participants Total Assets
2022 1 1 $425K
2023 1 1 $273K
2024 1 1 $394K

2023 asset-move particulars

Total Assets (Beginning of Year)$425K
Net Assets (End of Year)$273K
Net Income-$152K
Employer EIN842753197
Plan Effective Date2019-08-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Jpw Business Advisors, Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1001020304050 Total assets ($M) Participants Jpw Business Advisors, Inc. Retirement Plan, Total assets ($M): 0.272823 · Participants: 1Jpw Business Advisors, Inc. Retirement PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Jpw Business Advisors, Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Jpw Business Advisors, Inc. Retirement Plan side-by-side with 3 peers →

Jpw Business Advisors, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Maryam One, Inc. Profit Sharing Plan in GA ($273K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jpw Business Advisors, Inc. Retirement Plan assets move in 2023? ▼
Jpw Business Advisors, Inc. Retirement Plan contracted severely - down 35.8% during 2023, from $425K to $273K. Reported net income was -$152K.
How have Jpw Business Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jpw Business Advisors, Inc.'s sponsor-wide assets declined 7.3%, from $425K to $394K.
Where does Jpw Business Advisors, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Jpw Business Advisors, Inc. Retirement Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jpw Business Advisors, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Maryam One, Inc. Profit Sharing Plan in GA ($273K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jpw Business Advisors, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 842753197.

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.