Profit Sharing · DOL Form 5500 · 2024

D & J Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
36th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: D & J Holdings, Inc. Employee Stock Ownership Plan · Sponsored by D & J Holdings, Inc. · Arizona · Management of Enterprises

$3M in assets, 2 participants

D & J Holdings, Inc.'s D & J Holdings, Inc. Employee Stock Ownership Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #280 in Management of Enterprises (1,133 peers)

D & J Holdings, Inc. multi-year trail

D & J Holdings, Inc.'s plans moved +116.8% in assets from 2022 to 2024; this filing shows D & J Holdings, Inc. Employee Stock Ownership Plan at $3M / 2 participants.

#280
in Management of Enterprises (1,133 peers)
-7.0%
assets change YoY

The plan reported a net loss of $300K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

D & J Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

D & J Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,376,406 36th percentile higher than 36% 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

D & J Holdings, Inc. Employee Stock Ownership 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. D & J Holdings, Inc. Employee Stock Ownership Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • D & J Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$300K in the plan year 2024 filing.
  • D & J Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 34 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • D & J Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 264098914 · D & J Holdings, Inc. PY 2024 · Profit Sharing

D & J Holdings, Inc. Employee Stock Ownership Plan · $3M · 2 · 36th

  • TYPE $3M
  • TYPE 2
  • TYPE 36th
  • TYPE Profit Sharing
  • TYPE near Oscar a. Hernandez Lopez Retirment Plan
  • TYPE ind #280

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 Management of Enterprises retirement plans → · Plans in Arizona →

D & J Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

D & J Holdings, Inc. Employee Stock Ownership PlanD & J Holdings, Inc. Employe…$3MOuachita County Medical Center Employee Retirement PlanOuachita County Medical Cent…$3MOscar a. Hernandez Lopez Retirment PlanOscar a. Hernandez Lopez Ret…$3MJefrey R a Fishman, Md, PC Profit Sharing PlanJefrey R a Fishman, Md, PC P…$3MIntercambio Express, Inc. Retirement PlanIntercambio Express, Inc. Re…$3M
End-of-year total assets ($M) among D & J Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

D & J Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All D & J Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 116.79496654400646% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.56M $3.38M ▲ +116.7%
Year Plans Participants Total Assets
2022 1 32 $2M
2023 1 34 $4M
2024 1 2 $3M

D & J Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$300K
Employer EIN264098914
Plan Effective Date2009-03-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

D & J Holdings, Inc. Employee Stock Ownership Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20020406080 Total assets ($M) Participants D & J Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.376406 · Participants: 2D & J Holdings, Inc. Employee Stock Ownership PlanPreferred Employer Plan II, Total assets ($M): 75.769033 · Participants: 415Preferred Employer Plan IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg Inc Profit Sharing Plan TrustCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 33.775352 · Participants: 187Center for Biological Diversity 403(b) DC Plan
D & J Holdings, Inc. Employee Stock Ownership Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare D & J Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

D & J Holdings, Inc. Employee Stock Ownership Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Oscar a. Hernandez Lopez Retirment Plan in PR ($3M); 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 D & J Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
D & J Holdings, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.0% during 2024, from $4M to $3M. Reported net income was -$300K.
How have D & J Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D & J Holdings, Inc.'s sponsor-wide assets grew 116.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to D & J Holdings, Inc. Employee Stock Ownership Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Oscar a. Hernandez Lopez Retirment Plan in PR ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to D & J Holdings, Inc. Employee Stock Ownership 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 264098914.

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.