Profit Sharing · DOL Form 5500 · 2024

Nash-Jackan Funeral Homes, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
35th
Percentile by assets National rank
$781,629
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan · Sponsored by Nash-Jackan Funeral Homes, Inc. · Wisconsin · Other Services

$3M in assets, 4 participants

Nash-Jackan Funeral Homes, Inc.'s Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan reported $3M in total assets and 4 participants in its 2024 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.

  • #4,506 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan ranks #4,506 of 7,719 2024 filers by assets (642% of the sector average)-$3M for 4 participants.

#4,506
in Other Services (7,719 peers)
-4.6%
assets change YoY

The plan reported a net loss of $150K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan vs every filed plan by assets

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

$3,126,517 35th percentile higher than 35% 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

Nash-Jackan Funeral Homes, 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. Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan reported net income fell from $59K in the plan year 2023 filing to -$150K in the plan year 2024 filing.
  • Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390789921 · Nash-Jackan Funeral Homes, Inc. PY 2024 · Profit Sharing

Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan · $3M · 4 · 35th

  • IND $3M
  • EOY 4
  • 5500 35th
  • ASSETS Profit Sharing
  • PCT near Kraftsow LLC Profit Sharing Plan
  • EIN ind #4506

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 Other Services retirement plans → · Plans in Wisconsin →

Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan in the asset neighbourhood

Nash-Jackan Funeral Homes, Inc., Profit Sharing PlanNash-Jackan Funeral Homes, I…$3MKraftsow LLC Profit Sharing PlanKraftsow LLC Profit Sharing …$3MTimco Employee Profit Sharing Plan and TrustTimco Employee Profit Sharin…$3MThe Global Hunger Project Pension PlanThe Global Hunger Project Pe…$3MMiguel a. Campos Esteve Retirement PlanMiguel a. Campos Esteve Reti…$3M
End-of-year total assets ($M) among Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$150K
Employer EIN390789921
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nash-Jackan Funeral Homes, Inc.)

Sponsor-wide plan assets over time

All Nash-Jackan Funeral Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2.8327072062216563% vs 2022
2024 filing year
$3.1M$3.15M$3.2M$3.25M$3.3M 202220232024 $3.22M $3.13M ▼ -2.8%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 4 $3M

Nearby Profit Sharing Plans in Wisconsin

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

Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan, Total assets ($B): 0.003126517 · Participants: 4Nash-Jackan Funeral Homes, Inc., Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.423367509 · Participants: 5999The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.89339569 · Participants: 10194Aspirus, Inc. Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.837627767 · Participants: 6180Thedacare Retirement and 403(b) Savings PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.374033662 · Participants: 1894Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Clarios Retirement Savings and Investment Plan, Total assets ($B): 0.3336107 · Participants: 5088Clarios Retirement Savings and Investment Plan
Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan side-by-side with 3 peers →

Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Kraftsow LLC Profit Sharing Plan in FL ($3M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan assets move in 2024? ▼
Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan edged down modestly - down 4.6% during 2024, from $3M to $3M. Reported net income was -$150K.
How have Nash-Jackan Funeral Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nash-Jackan Funeral Homes, Inc.'s sponsor-wide assets declined 2.8%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kraftsow LLC Profit Sharing Plan in FL ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Nash-Jackan Funeral Homes, Inc., Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 390789921.

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.