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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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

Appraisal Consultatns Corp 10 Gable Walk Livingston, Nj 07039Appraisal Consultatns Corp 1…$5MMata's Fruit Store Profit Sharing PlanMata's Fruit Store Profit Sh…$5MPrincipal Properties, Inc. Profit Sharing PlanPrincipal Properties, Inc. P…$5MFlorala Pharmacy, Inc. P/S PlanFlorala Pharmacy, Inc. P/S P…$5MJewish Community Center of St Louis Retirement PlanJewish Community Center of S…$5M
End-of-year total assets ($M) among Mata's Fruit Store Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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
$0M$5M$10M$15M 202220232024 $8.78M $11.8M ▲ +33.9%
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 EIN300161677
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Mata's Fruit Store Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Mata's Fruit Store Profit Sharing Plan, Total assets ($B): 0.00481775 · Participants: 98Mata's Fruit Store Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Mata's Fruit Store Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

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.

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.

Frequently Asked Questions

How did Mata's Fruit Store Profit Sharing Plan assets move in 2023?
Mata's Fruit Store Profit Sharing Plan surged - up 128.0% during 2023, from $2M to $5M. Reported net income was $611K.
How have J's Inc. Dba Mata's Fruit Store plan assets changed over time?
Across 3 plan years on file (2022-2024), J's Inc. Dba Mata's Fruit Store's sponsor-wide assets grew 33.9%, from $9M to $12M.
Which Profit Sharing plans are similar in size to Mata's Fruit Store Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Principal Properties, Inc. Profit Sharing Plan in FL ($5M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Mata's Fruit Store Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Zabar's & Co., Inc. Profit Sharing Plan and Trust in NY (98 participants, $8M in assets).