Profit Sharing · DOL Form 5500 · 2024
Jef Enterprises Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $147,090
- Avg per participant Above avg balance/head
Official DOL plan name: Jef Enterprises Inc. Retirement Plan · Sponsored by Jef Enterprises Inc. · North Carolina · Retail Trade
$1M in assets, 8 participants
Jef Enterprises Inc.'s Jef Enterprises Inc. Retirement Plan reported $1M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #2,959 in Retail Trade (8,048 peers)
Jef Enterprises Inc. multi-year trail
Jef Enterprises Inc.'s plans moved +102.9% in assets from 2022 to 2024; this filing shows Jef Enterprises Inc. Retirement Plan at $1M / 8 participants.
- #2,959
- in Retail Trade (8,048 peers)
- -10.8%
- assets change YoY
The plan reported a net loss of $142K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jef Enterprises Inc. Retirement Plan among the smaller filed plans by assets
Jef Enterprises Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,176,717 24th percentile higher than 24% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Jef Enterprises 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. Jef Enterprises 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
- Jef Enterprises Inc. Retirement Plan reported net income fell from $739K in the plan year 2023 filing to -$142K in the plan year 2024 filing.
- Jef Enterprises Inc. Retirement Plan reported participants rose from 6 in the plan year 2023 filing to 8 in the plan year 2024 filing.
- Jef Enterprises Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 475355064 · Jef Enterprises Inc. PY 2024 · Profit Sharing
Jef Enterprises Inc. Retirement Plan · $1M · 8 · 24th
- EOY $1M
- EOY 8
- EOY 24th
- EOY Profit Sharing
- EOY near Henry J Riechers Inc Profit Sharing Plan
- EOY ind #2959
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 Retail Trade retirement plans → · Plans in North Carolina →
Jef Enterprises Inc. Retirement Plan in the asset neighbourhood
Jef Enterprises Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jef Enterprises Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 102.91897671130118% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $580K |
| 2023 | 1 | 6 | $1M |
| 2024 | 1 | 8 | $1M |
Jef Enterprises Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$142K |
| Employer EIN | 475355064 |
| Plan Effective Date | 2015-10-19 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
Jef Enterprises Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Henry J Riechers Inc Profit Sharing Plan in CA ($1M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
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.