Money Purchase · DOL Form 5500 · 2023

Jaffco Packaging Machinery, Inc. Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
36th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Jaffco Profit Sharing Plan · Sponsored by Jaffco Packaging Machinery, Inc. · Rhode Island · Wholesale Trade

$3M in assets, 2 participants

Jaffco Packaging Machinery, Inc.'s Jaffco Profit Sharing Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,550 in Wholesale Trade (6,309 peers)

Jaffco Packaging Machinery, Inc. multi-year trail

Jaffco Packaging Machinery, Inc.'s plans moved +50.0% in assets from 2022 to 2024; this filing shows Jaffco Profit Sharing Plan at $3M / 2 participants.

#1,550
in Wholesale Trade (6,309 peers)
+26.8%
assets growth YoY

Jaffco Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Jaffco Profit Sharing Plan vs every filed plan by assets

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

$2,971,819 36th percentile higher than 36% 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

Jaffco Profit Sharing 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. Jaffco Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jaffco Profit Sharing Plan reported net income rose from $458K in the plan year 2022 filing to $628K in the plan year 2023 filing.
  • Jaffco Profit Sharing 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 →

EBSA filing schedule strip

Filing strip 050520865 · Jaffco Packaging Machinery, Inc. PY 2023 · Money Purchase

Jaffco Profit Sharing Plan · $3M · 2 · 36th

  • PCT $3M
  • PCT 2
  • PCT 36th
  • PCT Money Purchase
  • PCT near Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Employees Pension Plan
  • PCT ind #1550

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 Wholesale Trade retirement plans → · Plans in Rhode Island →

Jaffco Profit Sharing Plan in the asset neighbourhood

Northeast Radiation Oncology Pension PlanNortheast Radiation Oncology…$3MThe Family Connection Partnership Defined Contribution PlanThe Family Connection Partne…$3MJaffco Profit Sharing Plan$3MRural Health Resources of Jackson County Inc. Dba Holton Community Hospital Employees Pension PlanRural Health Resources of Ja…$3MDouglas a Hock Dds Ms PC Money Purchase Pension PlanDouglas a Hock Dds Ms PC Mon…$3M
End-of-year total assets ($M) among Jaffco Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Jaffco Packaging Machinery, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jaffco Packaging Machinery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 49.96089441492029% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.34M $3.51M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $3M
2024 1 2 $4M

Jaffco Packaging Machinery, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$628K
Employer EIN050520865
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Rhode Island

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Jaffco Profit Sharing Plan vs. nearby Money Purchase plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -50000500010000 -50050100150200250 Total assets ($M) Participants Jaffco Profit Sharing Plan, Total assets ($M): 2.971819 · Participants: 2Jaffco Profit Sharing PlanRhode Island Laborers Annuity Fund, Total assets ($M): 226.775912 · Participants: 9169Rhode Island Laborers Annuity FundInternational Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan, Total assets ($M): 143.118637 · Participants: 994International Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanPlumbers & Pipefitters Local Union #51 Annuity Plan, Total assets ($M): 73.474231 · Participants: 1273Plumbers & Pipefitters Local Union #51 Annuity PlanAmerican Mathematical Society Retirement Plan, Total assets ($M): 59.28765 · Participants: 171American Mathematical Society Retirement PlanRhode Island Sheet Metal Workers Local 17 Annuity Fund, Total assets ($M): 21.475423 · Participants: 202Rhode Island Sheet Metal Workers Local 17 Annuity Fund
Jaffco Profit Sharing Plan vs. nearby Money Purchase plans in Rhode Island, assets vs. participants
Compare Jaffco Profit Sharing Plan side-by-side with 3 peers →

Jaffco Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Rhode Island, the nearest Money Purchase by assets is Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Employees Pension Plan in KS ($3M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

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 Jaffco Profit Sharing Plan assets move in 2023? ▼
Jaffco Profit Sharing Plan grew sharply - up 26.8% during 2023, from $2M to $3M. Reported net income was $628K.
How have Jaffco Packaging Machinery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jaffco Packaging Machinery, Inc.'s sponsor-wide assets grew 50.0%, from $2M to $4M.
Which Money Purchase plans are similar in size to Jaffco Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Employees Pension Plan in KS ($3M, 76 participants).
Which Money Purchase plans cover a similar participant headcount to Jaffco Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 050520865.

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.