Profit Sharing · DOL Form 5500 · 2023

Jd & Sd Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 6
Participants Small participant base: 33rd
Percentile by assets National rank: $416,667
Avg per participant High balance/head

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Official DOL plan name: Jd & Sd Inc. Retirement Plan · Sponsored by Jd & Sd Inc. · Ohio · Retail Trade

$3M in assets, 6 participants

Jd & Sd Inc.'s Jd & Sd Inc. Retirement Plan reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

#3,779 in Retail Trade (8,414 peers)

2023 asset change

Jd & Sd Inc. Retirement Plan grew sharply 25.0% in 2023 ($2M → $3M) for 6 participants.

#3,779
in Retail Trade (8,414 peers): +25.0%
assets growth YoY

Jd & Sd Inc. Retirement Plan among the smaller filed plans by assets

Jd & Sd Inc. Retirement Plan vs every filed plan by assets

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

$2,500,000 33rd percentile higher than 33% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Jd & Sd 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. Jd & Sd Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Jd & Sd Inc. Retirement Plan reported net income rose from $300K in the plan year 2022 filing to $500K in the plan year 2023 filing.
Jd & Sd Inc. Retirement Plan reported participants rose from 4 in the plan year 2022 filing to 6 in the plan year 2023 filing.
Jd & Sd Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 474717807 · Jd & Sd Inc. PY 2023 · Profit Sharing

Jd & Sd Inc. Retirement Plan · $3M · 6 · 33rd

VS-ST $3M
VS-ST 6
VS-ST 33rd
VS-ST Profit Sharing
VS-ST near Learning First, Inc. Retirement Plan
VS-ST ind #3779

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 Retail Trade retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Jd & Sd Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jd & Sd Inc. years around the 2023 move

Latest sponsor-wide plan assets: $2M 0% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$2M
2023	1	6	$3M
2024	1	5	$2M

2023 asset-move particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$500K
Employer EIN	474717807
Plan Effective Date	2015-08-05
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Jd & Sd Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Cleveland Clinic Investment Pension Plan $1.5B · 48,582
Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
Three Rivers Annuity Fund $199M · 1,460
Holzer Health System 401a Profit Sharing Plan $175M · 1,779

Compare Jd & Sd Inc. Retirement Plan side-by-side with 3 peers →

Jd & Sd Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Learning First, Inc. Retirement Plan in NJ ($3M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Watering Lane Ventures, Inc. Profit Sharing Plan (NH) 6 · 0 off
Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust (GA) 6 · 0 off
Ralph C. Mehler Agency, Inc Profit Sharing Plan & Trust (PA) 6 · 0 off
Felson Enterprises, Corp. Retirement Plan (IL) 6 · 0 off

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 Jd & Sd Inc. Retirement Plan assets move in 2023? ▼

Jd & Sd Inc. Retirement Plan grew sharply - up 25.0% during 2023, from $2M to $3M. Reported net income was $500K.

How have Jd & Sd Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jd & Sd Inc.'s sponsor-wide assets grew 0.0%, from $2M to $2M.

Which Profit Sharing plans are similar in size to Jd & Sd Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Learning First, Inc. Retirement Plan in NJ ($3M, 28 participants).

Which Profit Sharing plans cover a similar participant headcount to Jd & Sd Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 474717807.