Profit Sharing · DOL Form 5500 · 2023

Jack R. Benjamin & Associates Inc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$429,422
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jba Employees Pension Plan · Sponsored by Jack R. Benjamin & Associates Inc · California · Professional & Technical Services

$1M in assets, 3 participants

Jack R. Benjamin & Associates Inc's Jba Employees Pension Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,344 in Professional & Technical Services (20,321 peers)

Jack R. Benjamin & Associates Inc multi-year trail

Jack R. Benjamin & Associates Inc's plans moved +31.1% in assets from 2022 to 2023; this filing shows Jba Employees Pension Plan at $1M / 3 participants.

#4,344
in Professional & Technical Services (20,321 peers)
+28.5%
assets growth YoY

Jba Employees Pension Plan among the smaller filed plans by assets

Jba Employees Pension Plan vs every filed plan by assets

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

$1,288,265 26th percentile higher than 26% 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

Jba Employees Pension 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. Jba Employees Pension Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jba Employees Pension Plan reported net income rose from -$277K in the plan year 2022 filing to $285K in the plan year 2023 filing.
  • Jba Employees Pension Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942579519 · Jack R. Benjamin & Associates Inc PY 2023 · Profit Sharing

Jba Employees Pension Plan · $1M · 3 · 26th

  • 5500 $1M
  • 5500 3
  • 5500 26th
  • 5500 Profit Sharing
  • 5500 near Semco Tool & Manufacturing Co.Inc. Profit Sharing Plan
  • 5500 ind #4344

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 Professional & Technical Services retirement plans → · Plans in California →

Jba Employees Pension Plan in the asset neighbourhood

Jba Employees Pension Plan$1MSemco Tool & Manufacturing Co.Inc. Profit Sharing PlanSemco Tool & Manufacturing C…$1MJuster Pope Frazier Profit Sharing PlanJuster Pope Frazier Profit S…$1MAj Surgical-Endocrinology, Psc Retiremen PlanAj Surgical-Endocrinology, P…$1MPioneer Concrete and Fuel, Inc. Profit Sharing Plan and TrustPioneer Concrete and Fuel, I…$1M
End-of-year total assets ($M) among Jba Employees Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jack R. Benjamin & Associates Inc multi-year asset trail

Sponsor-wide plan assets over time

All Jack R. Benjamin & Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.08227307867098% vs 2022
2023 filing year
$2M$2.5M$3M$3.5M 20222023 $2.39M $3.13M ▲ +31.0%
Year Plans Participants Total Assets
2022 2 6 $2M
2023 2 6 $3M

Jack R. Benjamin & Associates Inc filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$285K
Employer EIN942579519
Plan Effective Date1979-05-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Jba Employees Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Jba Employees Pension Plan, Total assets ($B): 0.001288265 · Participants: 3Jba Employees Pension PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Jba Employees Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Jba Employees Pension Plan side-by-side with 3 peers →

Jba Employees Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Semco Tool & Manufacturing Co.Inc. Profit Sharing Plan in CT ($1M); 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 Jba Employees Pension Plan assets move in 2023? ▼
Jba Employees Pension Plan grew sharply - up 28.5% during 2023, from $1M to $1M. Reported net income was $285K.
How have Jack R. Benjamin & Associates Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jack R. Benjamin & Associates Inc's sponsor-wide assets grew 31.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Jba Employees Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Semco Tool & Manufacturing Co.Inc. Profit Sharing Plan in CT ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jba Employees Pension 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 942579519.

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.