Profit Sharing · DOL Form 5500 · 2024

Julien Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$324K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$161,974
Avg per participant Above avg balance/head
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Official DOL plan name: Julien Enterprises, Inc. Profit Sharing Plan · Sponsored by Julien Enterprises, Inc. · New York · Finance & Insurance

$324K in assets, 2 participants

Julien Enterprises, Inc.'s Julien Enterprises, Inc. Profit Sharing Plan reported $324K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #613 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Julien Enterprises, Inc. Profit Sharing Plan holds $324K for 2 participants - about $161,974 per participant, among the smaller plans by assets on file.

#613
in Finance & Insurance (8,549 peers)
+1.2%
assets growth YoY

Julien Enterprises, Inc. Profit Sharing Plan among the smaller filed plans by assets

Julien Enterprises, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$323,947 14th percentile higher than 14% of 123,620 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 2024

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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Julien Enterprises, Inc. Profit Sharing Plan reported net income rose from -$9K in the plan year 2023 filing to $4K in the plan year 2024 filing.
  • Julien Enterprises, Inc. Profit Sharing Plan end-of-year assets rose from $320K in the plan year 2023 filing to $324K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 271410478 · Julien Enterprises, Inc. PY 2024 · Profit Sharing

Julien Enterprises, Inc. Profit Sharing Plan · $324K · 2 · 14th

  • TYPE $324K
  • TYPE 2
  • TYPE 14th
  • TYPE Profit Sharing
  • TYPE near L. Salgueiro Canetti Retirement Plan
  • TYPE ind #613

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 Finance & Insurance retirement plans → · Plans in New York →

Julien Enterprises, Inc. Profit Sharing Plan in the asset neighbourhood

Julien Enterprises, Inc. Profit Sharing PlanJulien Enterprises, Inc. Pro…$324KL. Salgueiro Canetti Retirement PlanL. Salgueiro Canetti Retirem…$324KThree Dogs Group, Inc. Retirement PlanThree Dogs Group, Inc. Retir…$324KMy Happy Place Ventures Inc. Retirement PlanMy Happy Place Ventures Inc.…$324KEno-Idem Enterprises Inc. Retirement PlanEno-Idem Enterprises Inc. Re…$324K
End-of-year total assets ($M) among Julien Enterprises, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$320K
Net Assets (End of Year)$324K
Net Income$4K
Employer EIN271410478
Plan Effective Date2009-12-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Julien Enterprises, Inc.)

Sponsor-wide plan assets over time

All Julien Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$324K 1.5152113969191108% vs 2022
2024 filing year
$0.32M$0.32M$0.33M$0.33M$0.34M 202220232024 $0.33M $0.32M ▼ -3.0%
Year Plans Participants Total Assets
2022 1 2 $329K
2023 1 2 $320K
2024 1 2 $324K

Nearby Profit Sharing Plans in New York

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

Julien Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Julien Enterprises, Inc. Profit Sharing Plan, Total assets ($B): 0.000323947 · Participants: 2Julien Enterprises, Inc. Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Julien Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Julien Enterprises, Inc. Profit Sharing Plan side-by-side with 3 peers →

Julien Enterprises, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is L. Salgueiro Canetti Retirement Plan in PR ($324K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Julien Enterprises, Inc. Profit Sharing Plan assets move in 2024? ▼
Julien Enterprises, Inc. Profit Sharing Plan edged up modestly - up 1.2% during 2024, from $320K to $324K. Reported net income was $4K.
How have Julien Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Julien Enterprises, Inc.'s sponsor-wide assets declined 1.5%, from $329K to $324K.
Where does Julien Enterprises, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Julien Enterprises, Inc. Profit Sharing Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Julien Enterprises, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is L. Salgueiro Canetti Retirement Plan in PR ($324K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Julien Enterprises, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271410478.

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.