Profit Sharing · DOL Form 5500 · 2024

Jmn Investments Profit Sharing Plan

Data updated 2026-08-25

$747K
Total assets Small plan by assets
8
Participants Small participant base
21st
Percentile by assets National rank
$93,332
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jmn Investments Retirement Plan · Sponsored by Jmn Investments · California · Administrative & Support Services

$747K in assets, 8 participants

Jmn Investments's Jmn Investments Retirement Plan reported $747K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,906 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Jmn Investments Retirement Plan ranks #1,906 of 4,368 2024 filers by assets (3864% of the sector average)-$747K for 8 participants.

#1,906
in Administrative & Support Services (4,368 peers)
+12.7%
assets growth YoY

Jmn Investments Retirement Plan among the smaller filed plans by assets

Jmn Investments Retirement Plan vs every filed plan by assets

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

$746,656 21st percentile higher than 21% 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

Jmn Investments 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. Jmn Investments Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jmn Investments Retirement Plan reported net income rose from $63K in the plan year 2023 filing to $84K in the plan year 2024 filing.
  • Jmn Investments Retirement Plan reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Jmn Investments Retirement Plan end-of-year assets rose from $663K in the plan year 2023 filing to $747K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 364790209 · Jmn Investments PY 2024 · Profit Sharing

Jmn Investments Retirement Plan · $747K · 8 · 21st

  • NET $747K
  • BOOK 8
  • VS-ST 21st
  • BOY Profit Sharing
  • SCH near Alexander Narod Cpa PC Profit Sharing Plan
  • EBSA ind #1906

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 Administrative & Support Services retirement plans → · Plans in California →

Jmn Investments Retirement Plan in the asset neighbourhood

Jmn Investments Retirement PlanJmn Investments Retirement P…$747KAlexander Narod Cpa PC Profit Sharing PlanAlexander Narod Cpa PC Profi…$747KRrr Retirement Plan$747KIkhaya World, Inc. Profit Sharing PlanIkhaya World, Inc. Profit Sh…$747KLegado Homes Inc. Retirement PlanLegado Homes Inc. Retirement…$746K
End-of-year total assets ($M) among Jmn Investments Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$663K
Net Assets (End of Year)$747K
Net Income$84K
Employer EIN364790209
Plan Effective Date2014-08-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Jmn Investments)

Sponsor-wide plan assets over time

All Jmn Investments plans reported in each filing year

Latest sponsor-wide plan assets
$747K 24.438518716042797% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M$0.8M 202220232024 $0.6M $0.75M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 4 $600K
2023 1 7 $663K
2024 1 8 $747K

Nearby Profit Sharing Plans in California

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

Jmn Investments Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Jmn Investments Retirement Plan, Total assets ($B): 0.000746656 · Participants: 8Jmn Investments Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Jmn Investments Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Jmn Investments Retirement Plan side-by-side with 3 peers →

Jmn Investments Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Alexander Narod Cpa PC Profit Sharing Plan in IL ($747K); 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 ($747K 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.

Frequently Asked Questions

How did Jmn Investments Retirement Plan assets move in 2024? ▼
Jmn Investments Retirement Plan grew at a solid clip - up 12.7% during 2024, from $663K to $747K. Reported net income was $84K.
How have Jmn Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jmn Investments's sponsor-wide assets grew 24.4%, from $600K to $747K.
Where does Jmn Investments Retirement Plan rank by assets among Form 5500 filers? ▼
Jmn Investments Retirement Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jmn Investments Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Alexander Narod Cpa PC Profit Sharing Plan in IL ($747K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jmn Investments Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants, N/A 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 364790209.

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.