Profit Sharing · DOL Form 5500 · 2023

Jtms Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$725K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$241,528
Avg per participant Above avg balance/head
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Official DOL plan name: Jtms Investments Inc. Retirement Plan · Sponsored by Jtms Investments Inc. · Oklahoma · Food Services & Accommodation

$725K in assets, 3 participants

Jtms Investments Inc.'s Jtms Investments Inc. Retirement Plan reported $725K in total assets and 3 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.

  • #2,079 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Jtms Investments Inc. Retirement Plan ranks #2,079 of 3,828 2023 filers by assets (2700% of the sector average)-$725K for 3 participants.

#2,079
in Food Services & Accommodation (3,828 peers)
+4.5%
assets growth YoY

Jtms Investments Inc. Retirement Plan among the smaller filed plans by assets

Jtms Investments Inc. Retirement Plan vs every filed plan by assets

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

$724,584 21st percentile higher than 21% 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

Jtms 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. Jtms Investments Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jtms Investments Inc. Retirement Plan reported net income rose from -$442K in the plan year 2022 filing to $31K in the plan year 2023 filing.
  • Jtms Investments Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Jtms Investments Inc. Retirement Plan end-of-year assets rose from $693K in the plan year 2022 filing to $725K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 454649332 · Jtms Investments Inc. PY 2023 · Profit Sharing

Jtms Investments Inc. Retirement Plan · $725K · 3 · 21st

  • ASSETS $725K
  • PCT 3
  • EIN 21st
  • RANK Profit Sharing
  • PHOTO near Serraes Management Company Employers Profit Sharing Plan
  • IND ind #2079

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 Food Services & Accommodation retirement plans → · Plans in Oklahoma →

Jtms Investments Inc. Retirement Plan in the asset neighbourhood

Ladybug Real Estate Holdings, Inc. Retirement PlanLadybug Real Estate Holdings…$725KContero Corp. Retirement Plan$725KRobert Land, P.C. Profit Sharing PlanRobert Land, P.C. Profit Sha…$725KJtms Investments Inc. Retirement PlanJtms Investments Inc. Retire…$725KSerraes Management Company Employers Profit Sharing PlanSerraes Management Company E…$724K
End-of-year total assets ($M) among Jtms Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$693K
Net Assets (End of Year)$725K
Net Income$31K
Employer EIN454649332
Plan Effective Date2012-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Jtms Investments Inc.)

Sponsor-wide plan assets over time

All Jtms Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$710K 2.4981785917809405% vs 2022
2024 filing year
$0.68M$0.69M$0.7M$0.71M$0.72M$0.73M 202220232024 $0.69M $0.71M ▲ +2.9%
Year Plans Participants Total Assets
2022 1 2 $693K
2023 1 3 $725K
2024 1 1 $710K

Nearby Profit Sharing Plans in Oklahoma

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

Jtms Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Jtms Investments Inc. Retirement Plan, Total assets ($M): 0.724584 · Participants: 3Jtms Investments Inc. Retirement PlanDolese Bros. Co. Profit Sharing Plan, Total assets ($M): 120.922937 · Participants: 992Dolese Bros. Co. Profit Sharing PlanFamily & Children's Services 403(b) Plan, Total assets ($M): 37.32253 · Participants: 989Family & Children's Services 403(b) PlanEskridge Auto Group Profit Sharing Plan, Total assets ($M): 27.111234 · Participants: 141Eskridge Auto Group Profit Sharing PlanVeenker Resources, Inc. Profit Sharing Plan, Total assets ($M): 20.884443 · Participants: 11Veenker Resources, Inc. Profit Sharing PlanMesser-Bowers Profit Sharing Plan, Total assets ($M): 9.274333 · Participants: 40Messer-Bowers Profit Sharing Plan
Jtms Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants
Compare Jtms Investments Inc. Retirement Plan side-by-side with 3 peers →

Jtms Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oklahoma, the nearest Profit Sharing by assets is Serraes Management Company Employers Profit Sharing Plan in FL ($724K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jtms Investments Inc. Retirement Plan assets move in 2023? ▼
Jtms Investments Inc. Retirement Plan edged up modestly - up 4.5% during 2023, from $693K to $725K. Reported net income was $31K.
How have Jtms Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jtms Investments Inc.'s sponsor-wide assets grew 2.5%, from $693K to $710K.
Where does Jtms Investments Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Jtms Investments Inc. Retirement Plan ranks in the 21st 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 Jtms Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Serraes Management Company Employers Profit Sharing Plan in FL ($724K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jtms Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 454649332.

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.