Profit Sharing · DOL Form 5500 · 2024

First Journey, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
21
Participants Small participant base
35th
Percentile by assets National rank
$155,186
Avg per participant Above avg balance/head
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Official DOL plan name: First Journey, Inc. Retirement Plan · Sponsored by First Journey, Inc. · Georgia · Healthcare & Social Assistance

$3M in assets, 21 participants

First Journey, Inc.'s First Journey, Inc. Retirement Plan reported $3M in total assets and 21 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.

  • #6,038 in Healthcare & Social Assistance (16,916 peers)

First Journey, Inc. multi-year trail

First Journey, Inc.'s plans moved +63.8% in assets from 2022 to 2024; this filing shows First Journey, Inc. Retirement Plan at $3M / 21 participants.

#6,038
in Healthcare & Social Assistance (16,916 peers)
+7.0%
assets growth YoY

First Journey, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

First Journey, Inc. Retirement Plan vs every filed plan by assets

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

$3,258,899 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

First Journey, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Journey, Inc. Retirement Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Journey, Inc. Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $214K in the plan year 2024 filing.
  • First Journey, Inc. Retirement Plan reported participants fell from 23 in the plan year 2023 filing to 21 in the plan year 2024 filing.
  • First Journey, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 263427277 · First Journey, Inc. PY 2024 · Profit Sharing

First Journey, Inc. Retirement Plan · $3M · 21 · 35th

  • TYPE $3M
  • NET 21
  • BOOK 35th
  • VS-ST Profit Sharing
  • BOY near Lac/Erc Enterprises Inc. Retirement Plan
  • SCH ind #6038

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 Georgia →

First Journey, Inc. Retirement Plan in the asset neighbourhood

First Journey, Inc. Retirement PlanFirst Journey, Inc. Retireme…$3MLac/Erc Enterprises Inc. Retirement PlanLac/Erc Enterprises Inc. Ret…$3MBlew Chemical Co. Profit Sharing PlanBlew Chemical Co. Profit Sha…$3MGregg Englebreth Insurance Agency Inc. Profit Sharing Plan - 401(k)Gregg Englebreth Insurance A…$3MMorris Hills Veterinary Clinic, P. a. Profit Sharing PlanMorris Hills Veterinary Clin…$3M
End-of-year total assets ($M) among First Journey, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

First Journey, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All First Journey, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 63.802291192099446% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.99M $3.26M ▲ +63.8%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 23 $3M
2024 1 21 $3M

First Journey, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$214K
Employer EIN263427277
Plan Effective Date2011-12-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

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

First Journey, Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants First Journey, Inc. Retirement Plan, Total assets ($B): 0.003258899 · Participants: 21First Journey, Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 5.539809573 · Participants: 18936Emory University Retirement PlanCrh Americas 401(k) Plan, Total assets ($B): 4.190915312 · Participants: 35710Crh Americas 401(k) PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.770557878 · Participants: 23760Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 1.029232488 · Participants: 2448The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.39078983 · Participants: 12290Childrens Healthcare of Atlanta Growth Plan
First Journey, Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare First Journey, Inc. Retirement Plan side-by-side with 3 peers →

First Journey, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Lac/Erc Enterprises Inc. Retirement Plan in FL ($3M); by covered participants it is Stay at Home of the Upstate Inc. Retirement Plan in SC (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 First Journey, Inc. Retirement Plan assets move in 2024? ▼
First Journey, Inc. Retirement Plan grew at a solid clip - up 7.0% during 2024, from $3M to $3M. Reported net income was $214K.
How have First Journey, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Journey, Inc.'s sponsor-wide assets grew 63.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to First Journey, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lac/Erc Enterprises Inc. Retirement Plan in FL ($3M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to First Journey, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Stay at Home of the Upstate Inc. Retirement Plan in SC (21 participants, $2M 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 263427277.

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.