Profit Sharing · DOL Form 5500 · 2023

Jax Wellness Corp. Profit Sharing Plan

Data updated 2026-08-25

$250K
Total assets Small plan by assets
3
Participants Small participant base
12th
Percentile by assets National rank
$83,380
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jax Wellness Corp. Retirement Plan · Sponsored by Jax Wellness Corp. · Florida · Arts, Entertainment & Recreation

$250K in assets, 3 participants

Jax Wellness Corp.'s Jax Wellness Corp. Retirement Plan reported $250K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #891 in Arts, Entertainment & Recreation (2,945 peers)

Jax Wellness Corp. multi-year trail

Jax Wellness Corp.'s plans moved +129.7% in assets from 2022 to 2024; this filing shows Jax Wellness Corp. Retirement Plan at $250K / 3 participants.

#891
in Arts, Entertainment & Recreation (2,945 peers)
+33.5%
assets growth YoY

Jax Wellness Corp. Retirement Plan among the smaller filed plans by assets

Jax Wellness Corp. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$250,141 12th percentile higher than 12% of 127,068 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 2023

Jax Wellness Corp. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jax Wellness Corp. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jax Wellness Corp. Retirement Plan reported net income rose from -$112K in the plan year 2022 filing to $63K in the plan year 2023 filing.
  • Jax Wellness Corp. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Jax Wellness Corp. Retirement Plan end-of-year assets rose from $187K in the plan year 2022 filing to $250K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 851469723 · Jax Wellness Corp. PY 2023 · Profit Sharing

Jax Wellness Corp. Retirement Plan · $250K · 3 · 12th

  • NET $250K
  • BOOK 3
  • VS-ST 12th
  • BOY Profit Sharing
  • SCH near Kentloch Company Retirement Plan
  • EBSA ind #891

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Jax Wellness Corp. Retirement Plan in the asset neighbourhood

Jax Wellness Corp. Retirement PlanJax Wellness Corp. Retiremen…$250KKentloch Company Retirement PlanKentloch Company Retirement …$250KInfinite Wealth Inc. Retirement PlanInfinite Wealth Inc. Retirem…$250KHammond Paving, Inc. Profit Sharing PlanHammond Paving, Inc. Profit …$250KSmdmm Holdings, Inc. Profit Sharing PlanSmdmm Holdings, Inc. Profit …$250K
End-of-year total assets ($M) among Jax Wellness Corp. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jax Wellness Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Jax Wellness Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$430K 129.73743195645213% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.19M $0.43M ▲ +126.3%
Year Plans Participants Total Assets
2022 1 2 $187K
2023 1 3 $250K
2024 1 3 $430K

Jax Wellness Corp. filing trail (2023)

Total Assets (Beginning of Year)$187K
Net Assets (End of Year)$250K
Net Income$63K
Employer EIN851469723
Plan Effective Date2020-06-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Jax Wellness Corp. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Jax Wellness Corp. Retirement Plan, Total assets ($B): 0.000250141 · Participants: 3Jax Wellness Corp. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Jax Wellness Corp. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Jax Wellness Corp. Retirement Plan side-by-side with 3 peers →

Jax Wellness Corp. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Kentloch Company Retirement Plan in VA ($250K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($250K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jax Wellness Corp. Retirement Plan assets move in 2023? ▼
Jax Wellness Corp. Retirement Plan surged - up 33.5% during 2023, from $187K to $250K. Reported net income was $63K.
How have Jax Wellness Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jax Wellness Corp.'s sponsor-wide assets grew 129.7%, from $187K to $430K.
Where does Jax Wellness Corp. Retirement Plan rank by assets among Form 5500 filers? ▼
Jax Wellness Corp. Retirement Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jax Wellness Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kentloch Company Retirement Plan in VA ($250K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jax Wellness Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 851469723.

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.