Profit Sharing · DOL Form 5500 · 2023

J & E Limited, Inc. Profit Sharing Plan

Data updated 2026-08-25

$30K
Total assets Small plan by assets
2
Participants Small participant base
3rd
Percentile by assets National rank
$14,950
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J & E Limited, Inc. Retirement Plan · Sponsored by J & E Limited, Inc. · Wisconsin · Real Estate

$30K in assets, 2 participants

J & E Limited, Inc.'s J & E Limited, Inc. Retirement Plan reported $30K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 3rd 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.

  • #165 in Real Estate (4,727 peers)

J & E Limited, Inc. multi-year trail

J & E Limited, Inc.'s plans moved -48.1% in assets from 2022 to 2024; this filing shows J & E Limited, Inc. Retirement Plan at $30K / 2 participants.

#165
in Real Estate (4,727 peers)
-22.5%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J & E Limited, Inc. Retirement Plan among the smaller filed plans by assets

J & E Limited, Inc. Retirement Plan vs every filed plan by assets

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

$29,900 3rd percentile higher than 3% 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

J & E Limited, 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. J & E Limited, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J & E Limited, Inc. Retirement Plan reported net income fell from -$4K in the plan year 2022 filing to -$9K in the plan year 2023 filing.
  • J & E Limited, Inc. Retirement Plan end-of-year assets fell from $39K in the plan year 2022 filing to $30K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 463607013 · J & E Limited, Inc. PY 2023 · Profit Sharing

J & E Limited, Inc. Retirement Plan · $30K · 2 · 3rd

  • EIN $30K
  • EIN 2
  • EIN 3rd
  • EIN Profit Sharing
  • EIN near Aaba Fitness Corp. Profit Sharing Plan
  • EIN ind #165

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 Wisconsin →

J & E Limited, Inc. Retirement Plan in the asset neighbourhood

J & E Limited, Inc. Retirement PlanJ & E Limited, Inc. Retireme…$30KAaba Fitness Corp. Profit Sharing PlanAaba Fitness Corp. Profit Sh…$30KMhh Retirement Plan$30KB Depuma, Inc. Profit Sharing PlanB Depuma, Inc. Profit Sharin…$30KSanzo Ventures Inc. Retirement PlanSanzo Ventures Inc. Retireme…$30K
End-of-year total assets ($M) among J & E Limited, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

J & E Limited, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J & E Limited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20K 48.13278008298755% vs 2022
2024 filing year
$0.01M$0.02M$0.03M$0.04M$0.05M 202220232024 $0.04M $0.02M ▼ -50.0%
Year Plans Participants Total Assets
2022 1 2 $39K
2023 1 2 $30K
2024 1 2 $20K

J & E Limited, Inc. filing trail (2023)

Total Assets (Beginning of Year)$39K
Net Assets (End of Year)$30K
Net Income-$9K
Employer EIN463607013
Plan Effective Date2013-09-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

J & E Limited, Inc. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants J & E Limited, Inc. Retirement Plan, Total assets ($B): 0.0000299 · Participants: 2J & E Limited, Inc. Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
J & E Limited, Inc. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare J & E Limited, Inc. Retirement Plan side-by-side with 3 peers →

J & E Limited, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Aaba Fitness Corp. Profit Sharing Plan in CA ($30K); 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 ($30K here).

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 J & E Limited, Inc. Retirement Plan assets move in 2023? ▼
J & E Limited, Inc. Retirement Plan declined sharply - down 22.5% during 2023, from $39K to $30K. Reported net income was -$9K.
How have J & E Limited, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J & E Limited, Inc.'s sponsor-wide assets declined 48.1%, from $39K to $20K.
Where does J & E Limited, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
J & E Limited, Inc. Retirement Plan ranks in the 3rd 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 J & E Limited, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Aaba Fitness Corp. Profit Sharing Plan in CA ($30K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to J & E Limited, Inc. Retirement 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 463607013.

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.