Profit Sharing · DOL Form 5500 · 2024

Jonas Builders Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
41st
Percentile by assets National rank
$683,106
Avg per participant High balance/head
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Official DOL plan name: Jonas Builders, Inc. Money Purchase Pension Plan · Sponsored by Jonas Builders Inc. · Wisconsin · Real Estate

$5M in assets, 7 participants

Jonas Builders Inc.'s Jonas Builders, Inc. Money Purchase Pension Plan reported $5M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,809 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Jonas Builders, Inc. Money Purchase Pension Plan ranks #2,809 of 4,605 2024 filers by assets (543% of the sector average)-$5M for 7 participants.

#2,809
in Real Estate (4,605 peers)
-5.7%
assets change YoY

The plan reported a net loss of $218K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jonas Builders, Inc. Money Purchase Pension Plan's mid-pack asset rank among Real Estate and all filers

Jonas Builders, Inc. Money Purchase Pension Plan vs every filed plan by assets

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

$4,781,742 41st percentile higher than 41% 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

Jonas Builders, Inc. Money Purchase Pension 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. Jonas Builders, Inc. Money Purchase Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jonas Builders, Inc. Money Purchase Pension Plan reported net income fell from $329K in the plan year 2023 filing to -$218K in the plan year 2024 filing.
  • Jonas Builders, Inc. Money Purchase Pension Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391397555 · Jonas Builders Inc. PY 2024 · Profit Sharing

Jonas Builders, Inc. Money Purchase Pension Plan · $5M · 7 · 41st

  • BOOK $5M
  • VS-ST 7
  • BOY 41st
  • SCH Profit Sharing
  • EBSA near Narieman a. Nik Md Profit Sharing Plan
  • PART ind #2809

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 Real Estate retirement plans → · Plans in Wisconsin →

Jonas Builders, Inc. Money Purchase Pension Plan in the asset neighbourhood

Jonas Builders, Inc. Money Purchase Pension PlanJonas Builders, Inc. Money P…$5MNarieman a. Nik Md Profit Sharing PlanNarieman a. Nik Md Profit Sh…$5MPhilip N. Chrionis, M.D., a Medical Corporation Retirement PlanPhilip N. Chrionis, M.D., a …$5MProfit Sharing & Health/Disability Plan of L. Joel Kessler, Md, ApcProfit Sharing & Health/Disa…$5MPerkins Capital Management, Inc. Profit Sharing Plan & TrustPerkins Capital Management, …$5M
End-of-year total assets ($M) among Jonas Builders, Inc. Money Purchase Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$218K
Employer EIN391397555
Plan Effective Date1984-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Jonas Builders Inc.)

Sponsor-wide plan assets over time

All Jonas Builders Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 1.9730559227336864% vs 2022
2024 filing year
$8.8M$9M$9.2M$9.4M$9.6M$9.8M 202220232024 $8.97M $9.15M ▲ +2.0%
Year Plans Participants Total Assets
2022 2 8 $9M
2023 2 9 $10M
2024 2 9 $9M

Nearby Profit Sharing Plans in Wisconsin

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

Jonas Builders, Inc. Money Purchase Pension Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Jonas Builders, Inc. Money Purchase Pension Plan, Total assets ($B): 0.004781742 · Participants: 7Jonas Builders, Inc. Money Purchase Pension PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.423367509 · Participants: 5999The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.89339569 · Participants: 10194Aspirus, Inc. Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.837627767 · Participants: 6180Thedacare Retirement and 403(b) Savings PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.374033662 · Participants: 1894Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Clarios Retirement Savings and Investment Plan, Total assets ($B): 0.3336107 · Participants: 5088Clarios Retirement Savings and Investment Plan
Jonas Builders, Inc. Money Purchase Pension Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Jonas Builders, Inc. Money Purchase Pension Plan side-by-side with 3 peers →

Jonas Builders, Inc. Money Purchase Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Narieman a. Nik Md Profit Sharing Plan in MD ($5M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Jonas Builders, Inc. Money Purchase Pension Plan assets move in 2024? ▼
Jonas Builders, Inc. Money Purchase Pension Plan pulled back noticeably - down 5.7% during 2024, from $5M to $5M. Reported net income was -$218K.
How have Jonas Builders Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jonas Builders Inc.'s sponsor-wide assets grew 2.0%, from $9M to $9M.
Which Profit Sharing plans are similar in size to Jonas Builders, Inc. Money Purchase Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Narieman a. Nik Md Profit Sharing Plan in MD ($5M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Jonas Builders, Inc. Money Purchase Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K 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 391397555.

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.