Profit Sharing · DOL Form 5500 · 2024
Sbv James Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $277,120
- Avg per participant High balance/head
Official DOL plan name: Sbv James Inc. Retirement Plan · Sponsored by Sbv James Inc. · Colorado · Retail Trade
$1M in assets, 4 participants
Sbv James Inc.'s Sbv James Inc. Retirement Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #2,920 in Retail Trade (8,048 peers)
What the 2024 filing shows
Sbv James Inc. Retirement Plan holds $1M for 4 participants - about $277,120 per participant, among the smaller plans by assets on file.
- #2,920
- in Retail Trade (8,048 peers)
- +5.4%
- assets growth YoY
Sbv James Inc. Retirement Plan among the smaller filed plans by assets
Sbv James Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,108,481 24th percentile higher than 24% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sbv James Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbv James Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sbv James Inc. Retirement Plan reported net income rose from $38K in the plan year 2023 filing to $56K in the plan year 2024 filing.
- Sbv James Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 842810506 · Sbv James Inc. PY 2024 · Profit Sharing
Sbv James Inc. Retirement Plan · $1M · 4 · 24th
- BOOK $1M
- VS-ST 4
- BOY 24th
- SCH Profit Sharing
- EBSA near Ginger B Inc Profit Sharing Plan
- PART ind #2920
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 Colorado →
Sbv James Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $56K |
| Employer EIN | 842810506 |
| Plan Effective Date | 2019-11-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sbv James Inc.)
Sponsor-wide plan assets over time
All Sbv James Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 9.333502983174089% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $1M |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $60M · 656
- Liberty Pr Mobility 401(k) Savings Plan $53M · 1,145
- Amended & Restated Profit Sharing Plan of Midwest Pms $39M · 163
- Peterson Company Profit-Sharing Plan $22M · 30
- Morgan Energy Corporation Profit Sharing Plan $20M · 1
Sbv James Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is Ginger B Inc Profit Sharing Plan in CA ($1M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.