Profit Sharing · DOL Form 5500 · 2024
J & G Ventures, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $43K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $42,904
- Avg per participant Low balance/head
Official DOL plan name: J & G Ventures Inc. Pension Transfer Trust Plan · Sponsored by J & G Ventures, Inc. · Colorado · Mining & Oil Extraction
$43K in assets, 1 participants
J & G Ventures, Inc.'s J & G Ventures Inc. Pension Transfer Trust Plan reported $43K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.
- #8 in Mining & Oil Extraction (785 peers)
J & G Ventures, Inc. multi-year trail
J & G Ventures, Inc.'s plans moved -60.4% in assets from 2022 to 2024; this filing shows J & G Ventures Inc. Pension Transfer Trust Plan at $43K / 1 participant.
- #8
- in Mining & Oil Extraction (785 peers)
- -58.0%
- assets change YoY
The plan reported a net loss of $59K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J & G Ventures Inc. Pension Transfer Trust Plan among the smaller filed plans by assets
J & G Ventures Inc. Pension Transfer Trust Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,904 3rd percentile higher than 3% 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
J & G Ventures Inc. Pension Transfer Trust 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. J & G Ventures Inc. Pension Transfer Trust Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J & G Ventures Inc. Pension Transfer Trust Plan reported net income fell from -$6K in the plan year 2023 filing to -$59K in the plan year 2024 filing.
- J & G Ventures Inc. Pension Transfer Trust Plan end-of-year assets fell from $102K in the plan year 2023 filing to $43K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 455393569 · J & G Ventures, Inc. PY 2024 · Profit Sharing
J & G Ventures Inc. Pension Transfer Trust Plan · $43K · 1 · 3rd
- PCT $43K
- EIN 1
- RANK 3rd
- PHOTO Profit Sharing
- IND near Pepperoncini Ventures Inc. Retirement Plan
- EOY ind #8
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 Mining & Oil Extraction retirement plans → · Plans in Colorado →
J & G Ventures Inc. Pension Transfer Trust Plan in the asset neighbourhood
J & G Ventures, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All J & G Ventures, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $43K 60.38923869490556% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $108K |
| 2023 | 1 | 1 | $102K |
| 2024 | 1 | 1 | $43K |
J & G Ventures, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $102K |
|---|---|
| Net Assets (End of Year) | $43K |
| Net Income | -$59K |
| Employer EIN | 455393569 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $60M · 656
- Liberty Pr Mobility 401(k) Savings Plan $53M · 1,145
- Amended & Restated Profit Sharing Plan of Midwest Pms $39M · 163
- Peterson Company Profit-Sharing Plan $22M · 30
- Morgan Energy Corporation Profit Sharing Plan $20M · 1
J & G Ventures Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is Pepperoncini Ventures Inc. Retirement Plan in MD ($43K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.