Profit Sharing · DOL Form 5500 · 2023

Sjl Family Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
28th
Percentile by assets National rank
$80,610
Avg per participant Below avg balance/head
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Official DOL plan name: Sjl Family Inc. Retirement Plan · Sponsored by Sjl Family Inc. · New York · Educational Services

$2M in assets, 19 participants

Sjl Family Inc.'s Sjl Family Inc. Retirement Plan reported $2M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #663 in Educational Services (3,735 peers)

Sjl Family Inc. multi-year trail

Sjl Family Inc.'s plans moved -28.3% in assets from 2022 to 2024; this filing shows Sjl Family Inc. Retirement Plan at $2M / 19 participants.

#663
in Educational Services (3,735 peers)
+1.1%
assets growth YoY

Sjl Family Inc. Retirement Plan among the smaller filed plans by assets

Sjl Family Inc. Retirement Plan vs every filed plan by assets

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

$1,531,599 28th percentile higher than 28% 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

Sjl Family Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sjl Family Inc. Retirement Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sjl Family Inc. Retirement Plan reported net income fell from $319K in the plan year 2022 filing to $17K in the plan year 2023 filing.
  • Sjl Family Inc. Retirement Plan reported participants rose from 17 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • Sjl Family Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 461353302 · Sjl Family Inc. PY 2023 · Profit Sharing

Sjl Family Inc. Retirement Plan · $2M · 19 · 28th

  • EBSA $2M
  • PART 19
  • TYPE 28th
  • NET Profit Sharing
  • BOOK near Surety Title Agency, Inc Profit Sharing Plan & Trust
  • VS-ST ind #663

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 Educational Services retirement plans → · Plans in New York →

Sjl Family Inc. Retirement Plan in the asset neighbourhood

Sjl Family Inc. Retirement PlanSjl Family Inc. Retirement P…$2MSurety Title Agency, Inc Profit Sharing Plan & TrustSurety Title Agency, Inc Pro…$2MChaus Realty LLC Profit Sharing PlanChaus Realty LLC Profit Shar…$2MLeftwich Enterprises, Inc. Retirement PlanLeftwich Enterprises, Inc. R…$2MNeurological Associates of the Ozarks, Inc. Profit Sharing PlanNeurological Associates of t…$2M
End-of-year total assets ($M) among Sjl Family Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sjl Family Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sjl Family Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.281957346850795% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.51M $1.09M ▼ -27.8%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 19 $2M
2024 1 19 $1M

Sjl Family Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$17K
Employer EIN461353302
Plan Effective Date2012-11-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Sjl Family Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Sjl Family Inc. Retirement Plan, Total assets ($B): 0.001531599 · Participants: 19Sjl Family Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Sjl Family Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Sjl Family Inc. Retirement Plan side-by-side with 3 peers →

Sjl Family Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Surety Title Agency, Inc Profit Sharing Plan & Trust in OH ($2M); by covered participants it is Profit Sharing Plan for Employees of Moore Brothers Construction Company in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Sjl Family Inc. Retirement Plan assets move in 2023? ▼
Sjl Family Inc. Retirement Plan edged up modestly - up 1.1% during 2023, from $2M to $2M. Reported net income was $17K.
How have Sjl Family Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sjl Family Inc.'s sponsor-wide assets declined 28.3%, from $2M to $1M.
Which Profit Sharing plans are similar in size to Sjl Family Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Surety Title Agency, Inc Profit Sharing Plan & Trust in OH ($2M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Sjl Family Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Profit Sharing Plan for Employees of Moore Brothers Construction Company in TX (19 participants, N/A 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 461353302.

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.