Profit Sharing · DOL Form 5500 · 2023
J's Inc. Dba Mata's Fruit Store Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $49,161
- Avg per participant Low balance/head
Official DOL plan name: Mata's Fruit Store Profit Sharing Plan · Sponsored by J's Inc. Dba Mata's Fruit Store · Texas · Retail Trade
$5M in assets, 98 participants
J's Inc. Dba Mata's Fruit Store's Mata's Fruit Store Profit Sharing Plan reported $5M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #4,567 in Retail Trade (8,414 peers)
J's Inc. Dba Mata's Fruit Store multi-year trail
J's Inc. Dba Mata's Fruit Store's plans moved +33.9% in assets from 2022 to 2024; this filing shows Mata's Fruit Store Profit Sharing Plan at $5M / 98 participants.
- #4,567
- in Retail Trade (8,414 peers)
- +128.0%
- assets growth YoY
Mata's Fruit Store Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Mata's Fruit Store Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,817,750 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mata's Fruit Store Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mata's Fruit Store Profit Sharing Plan is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mata's Fruit Store Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Mata's Fruit Store Profit Sharing Plan reported net income rose from $435K in the plan year 2022 filing to $611K in the plan year 2023 filing.
- Mata's Fruit Store Profit Sharing Plan reported participants fell from 105 in the plan year 2022 filing to 98 in the plan year 2023 filing.
DOL schedule card
Filing strip 300161677 · J's Inc. Dba Mata's Fruit Store PY 2023 · Profit Sharing
Mata's Fruit Store Profit Sharing Plan · $5M · 98 · 44th
- IND $5M
- IND 98
- IND 44th
- IND Profit Sharing
- IND near Principal Properties, Inc. Profit Sharing Plan
- IND ind #4567
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 Texas →
Mata's Fruit Store Profit Sharing Plan in the asset neighbourhood
J's Inc. Dba Mata's Fruit Store multi-year asset trail
Sponsor-wide plan assets over time
All J's Inc. Dba Mata's Fruit Store plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 33.85449281347688% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 194 | $9M |
| 2023 | 1 | 98 | $5M |
| 2024 | 1 | 106 | $12M |
J's Inc. Dba Mata's Fruit Store filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $611K |
| Employer EIN | 300161677 |
| Plan Effective Date | 2008-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Mata's Fruit Store Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Principal Properties, Inc. Profit Sharing Plan in FL ($5M); by covered participants it is Zabar's & Co., Inc. Profit Sharing Plan and Trust in NY (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 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.