Profit Sharing · DOL Form 5500 · 2023

Jd & Sd Inc. Profit Sharing Plan

Data updated 2026-08-11

$3M
Total assets
6
Participants
33rd
Percentile by assets
$416,667
Avg per participant
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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.

  • 33rd percentile by assets (of 127,072 plans)
  • #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.

$3M
total plan assets (2023 EOY)
6
covered participants
33rd
percentile by assets (of 127,072 plans)
$416,667
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

State
Industry

2023 asset move for Jd & Sd Inc. Retirement Plan

Year over year, total assets grew sharply from $2M at the start of 2023 to $3M at year-end (up 25.0%). Net assets closed at $3M; reported net income $500K.

Jd & Sd Inc. years around the 2023 move

$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $2M $2M ▲ +0.0%
Total plan assets by year, all Jd & Sd Inc. plans on file
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 EIN474717807
Plan Effective Date2015-08-05
Filing StatusFILING 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

Jd & Sd Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Jd & Sd Inc. Retirem…Cleveland Clinic Inv…Masterbrand, Inc. Re…The Employer Retirem…Three Rivers Annuity…Holzer Health System…
Jd & Sd Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Jd & Sd Inc. Retirement Plan by total assets, not by location.

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).

Next read for Jd & Sd Inc. Retirement Plan

2023 change

Ways to act on Jd & Sd Inc. Retirement Plan's numbers.