Profit Sharing · DOL Form 5500 · 2024

J Waller 71 Inc. Profit Sharing Plan

Data updated 2026-08-25

$608K
Total assets Small plan by assets
8
Participants Small participant base
19th
Percentile by assets National rank
$75,940
Avg per participant Below avg balance/head
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Official DOL plan name: J Waller 71 Inc. Retirement Plan · Sponsored by J Waller 71 Inc. · Virginia · Healthcare & Social Assistance

$608K in assets, 8 participants

J Waller 71 Inc.'s J Waller 71 Inc. Retirement Plan reported $608K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,470 in Healthcare & Social Assistance (16,916 peers)

J Waller 71 Inc. multi-year trail

J Waller 71 Inc.'s plans moved +211.7% in assets from 2022 to 2024; this filing shows J Waller 71 Inc. Retirement Plan at $608K / 8 participants.

#2,470
in Healthcare & Social Assistance (16,916 peers)
+87.0%
assets growth YoY

J Waller 71 Inc. Retirement Plan among the smaller filed plans by assets

J Waller 71 Inc. Retirement Plan vs every filed plan by assets

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

$607,516 19th percentile higher than 19% 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

J Waller 71 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. J Waller 71 Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J Waller 71 Inc. Retirement Plan reported net income rose from $130K in the plan year 2023 filing to $283K in the plan year 2024 filing.
  • J Waller 71 Inc. Retirement Plan reported participants rose from 4 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • J Waller 71 Inc. Retirement Plan end-of-year assets rose from $325K in the plan year 2023 filing to $608K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 843434591 · J Waller 71 Inc. PY 2024 · Profit Sharing

J Waller 71 Inc. Retirement Plan · $608K · 8 · 19th

  • SCH $608K
  • EBSA 8
  • PART 19th
  • TYPE Profit Sharing
  • NET near Clyne Media, Inc. Profit Sharing Plan and Trust
  • BOOK ind #2470

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

J Waller 71 Inc. Retirement Plan in the asset neighbourhood

J Waller 71 Inc. Retirement PlanJ Waller 71 Inc. Retirement …$608KClyne Media, Inc. Profit Sharing Plan and TrustClyne Media, Inc. Profit Sha…$608KLiechty Von Hoven Ventures Inc. Retirement PlanLiechty Von Hoven Ventures I…$607KTurbo Research, Inc Profit Sharing PlanTurbo Research, Inc Profit S…$607KTotl Management Group Inc. Retirement PlanTotl Management Group Inc. R…$607K
End-of-year total assets ($M) among J Waller 71 Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

J Waller 71 Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J Waller 71 Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$608K 211.67933017643406% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.19M $0.61M ▲ +221.1%
Year Plans Participants Total Assets
2022 1 1 $195K
2023 1 4 $325K
2024 1 8 $608K

J Waller 71 Inc. filing trail (2024)

Total Assets (Beginning of Year)$325K
Net Assets (End of Year)$608K
Net Income$283K
Employer EIN843434591
Plan Effective Date2020-01-14
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

J Waller 71 Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants J Waller 71 Inc. Retirement Plan, Total assets ($B): 0.000607516 · Participants: 8J Waller 71 Inc. Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.283763729 · Participants: 5562Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.348426296 · Participants: 2152Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.32295356 · Participants: 1608American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.226143645 · Participants: 508Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.204752338 · Participants: 585Associated Universities Inc. Retirement Plan
J Waller 71 Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare J Waller 71 Inc. Retirement Plan side-by-side with 3 peers →

J Waller 71 Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Clyne Media, Inc. Profit Sharing Plan and Trust in TN ($608K); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 J Waller 71 Inc. Retirement Plan assets move in 2024? ▼
J Waller 71 Inc. Retirement Plan surged - up 87.0% during 2024, from $325K to $608K. Reported net income was $283K.
How have J Waller 71 Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J Waller 71 Inc.'s sponsor-wide assets grew 211.7%, from $195K to $608K.
Where does J Waller 71 Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
J Waller 71 Inc. Retirement Plan ranks in the 19th 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 J Waller 71 Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Clyne Media, Inc. Profit Sharing Plan and Trust in TN ($608K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to J Waller 71 Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants, N/A 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 843434591.

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.