Profit Sharing · DOL Form 5500 · 2024

Jesse Michael Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
27th
Percentile by assets National rank
$315,512
Avg per participant High balance/head
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Official DOL plan name: Jesse Michael Inc. Retirement Plan · Sponsored by Jesse Michael Inc. · Pennsylvania · Educational Services

$2M in assets, 5 participants

Jesse Michael Inc.'s Jesse Michael Inc. Retirement Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #609 in Educational Services (3,638 peers)

Jesse Michael Inc. multi-year trail

Jesse Michael Inc.'s plans moved +33.1% in assets from 2022 to 2024; this filing shows Jesse Michael Inc. Retirement Plan at $2M / 5 participants.

#609
in Educational Services (3,638 peers)
+4.0%
assets growth YoY

Jesse Michael Inc. Retirement Plan among the smaller filed plans by assets

Jesse Michael Inc. Retirement Plan vs every filed plan by assets

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

$1,577,558 27th percentile higher than 27% 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

Jesse Michael 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. Jesse Michael Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jesse Michael Inc. Retirement Plan reported net income fell from $331K in the plan year 2023 filing to $61K in the plan year 2024 filing.
  • Jesse Michael Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 474429376 · Jesse Michael Inc. PY 2024 · Profit Sharing

Jesse Michael Inc. Retirement Plan · $2M · 5 · 27th

  • PHOTO $2M
  • PHOTO 5
  • PHOTO 27th
  • PHOTO Profit Sharing
  • PHOTO near Bayral Inc. Retirement Plan
  • PHOTO ind #609

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 Educational Services retirement plans → · Plans in Pennsylvania →

Jesse Michael Inc. Retirement Plan in the asset neighbourhood

Jesse Michael Inc. Retirement PlanJesse Michael Inc. Retiremen…$2MBayral Inc. Retirement Plan$2MJohn O'brien Dds, P.C. Profit Sharing PlanJohn O'brien Dds, P.C. Profi…$2MJsa Logistics Inc. Retirement PlanJsa Logistics Inc. Retiremen…$2MDoctors on Liens Inc Profit Sharing PlanDoctors on Liens Inc Profit …$2M
End-of-year total assets ($M) among Jesse Michael Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jesse Michael Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jesse Michael Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 33.08357003481557% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.19M $1.58M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 5 $2M
2024 1 5 $2M

Jesse Michael Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$61K
Employer EIN474429376
Plan Effective Date2015-07-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Jesse Michael Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Jesse Michael Inc. Retirement Plan, Total assets ($B): 0.001577558 · Participants: 5Jesse Michael Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Jesse Michael Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Jesse Michael Inc. Retirement Plan side-by-side with 3 peers →

Jesse Michael Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Bayral Inc. Retirement Plan in TX ($2M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Jesse Michael Inc. Retirement Plan assets move in 2024? ▼
Jesse Michael Inc. Retirement Plan edged up modestly - up 4.0% during 2024, from $2M to $2M. Reported net income was $61K.
How have Jesse Michael Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jesse Michael Inc.'s sponsor-wide assets grew 33.1%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Jesse Michael Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bayral Inc. Retirement Plan in TX ($2M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Jesse Michael Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K 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 474429376.

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.