Profit Sharing · DOL Form 5500 · 2022

Martha Jefferson House Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
74
Participants Small participant base
35th
Percentile by assets National rank
$29,253
Avg per participant Low balance/head
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Official DOL plan name: Retirement Income Plan for Employees of Martha Jefferson House · Sponsored by Martha Jefferson House · Virginia · Healthcare & Social Assistance

$2M in assets, 74 participants

Martha Jefferson House's Retirement Income Plan for Employees of Martha Jefferson House reported $2M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,356 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Retirement Income Plan for Employees of Martha Jefferson House holds $2M for 74 participants - about $29,253 per participant, in the lower half of filed plans by assets.

#7,356
in Healthcare & Social Assistance (20,060 peers)
+6.6%
assets growth YoY

Retirement Income Plan for Employees of Martha Jefferson House's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Income Plan for Employees of Martha Jefferson House vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,164,689 35th percentile higher than 35% of 139,123 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 2022

Retirement Income Plan for Employees of Martha Jefferson House among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Income Plan for Employees of Martha Jefferson House is a small filing (74 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 541401371 · Martha Jefferson House PY 2022 · Profit Sharing

Retirement Income Plan for Employees of Martha Jefferson House · $2M · 74 · 35th

  • NET $2M
  • BOOK 74
  • VS-ST 35th
  • BOY Profit Sharing
  • SCH near El Cajon Grading & Engineering, Inc Profit Sharing Plan
  • EBSA ind #7356

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Retirement Income Plan for Employees of Martha Jefferson House in the asset neighbourhood

Retirement Income Plan for Employees of Martha Jefferson HouseRetirement Income Plan for E…$2MEl Cajon Grading & Engineering, Inc Profit Sharing PlanEl Cajon Grading & Engineeri…$2MMann & Company Cpa's Profit Sharing PlanMann & Company Cpa's Profit …$2MP/S Plan of Dynamic Door Service, Inc.P/S Plan of Dynamic Door Ser…$2MHenry M. Sweeny Company Profit Sharing PlanHenry M. Sweeny Company Prof…$2M
End-of-year total assets ($M) among Retirement Income Plan for Employees of Martha Jefferson House and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$135K
Employer EIN541401371
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martha Jefferson House)

Sponsor-wide plan assets over time

All Martha Jefferson House plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.8834525421434672% vs 2022
2023 filing year
$2.15M$2.15M$2.15M$2.16M$2.17M 20222023 $2.16M $2.15M ▼ -0.5%
Year Plans Participants Total Assets
2022 1 74 $2M
2023 1 61 $2M

Nearby Profit Sharing Plans in Virginia

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

Retirement Income Plan for Employees of Martha Jefferson House vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Retirement Income Plan for Employees of Martha Jefferson House, Total assets ($M): 2.164689 · Participants: 74Retirement Income Plan for Employees of Martha Jefferson HouseSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($M): 888.985056 · Participants: 4858Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($M): 263.451567 · Participants: 2096Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($M): 224.68049 · Participants: 1097American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($M): 177.636453 · Participants: 343Analytic Services Inc. Defined Contribution Retirement PlanSmart National Supplemental Savings Plan, Total assets ($M): 118.426043 · Participants: 8759Smart National Supplemental Savings Plan
Retirement Income Plan for Employees of Martha Jefferson House vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Retirement Income Plan for Employees of Martha Jefferson House side-by-side with 3 peers →

Retirement Income Plan for Employees of Martha Jefferson House's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is El Cajon Grading & Engineering, Inc Profit Sharing Plan in CA ($2M); by covered participants it is Midlands Management Corporation 401(k) Plan in OK (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Income Plan for Employees of Martha Jefferson House assets move in 2022? ▼
Retirement Income Plan for Employees of Martha Jefferson House grew at a solid clip - up 6.6% during 2022, from $2M to $2M. Reported net income was $135K.
How have Martha Jefferson House plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Martha Jefferson House's sponsor-wide assets declined 0.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Retirement Income Plan for Employees of Martha Jefferson House? ▼
Among Profit Sharing plans in other states, the closest by assets is El Cajon Grading & Engineering, Inc Profit Sharing Plan in CA ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Retirement Income Plan for Employees of Martha Jefferson House? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Midlands Management Corporation 401(k) Plan in OK (74 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541401371.

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.