Profit Sharing · DOL Form 5500 · 2024
Jax Wellness Corp. Profit Sharing Plan
Data updated 2026-08-25
- $430K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $143,494
- Avg per participant Near avg balance/head
Official DOL plan name: Jax Wellness Corp. Retirement Plan · Sponsored by Jax Wellness Corp. · Florida · Arts, Entertainment & Recreation
$430K in assets, 3 participants
Jax Wellness Corp.'s Jax Wellness Corp. Retirement Plan reported $430K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.
- #1,102 in Arts, Entertainment & Recreation (2,921 peers)
Arts, Entertainment & Recreation sector rank
Within Arts, Entertainment & Recreation, Jax Wellness Corp. Retirement Plan ranks #1,102 of 2,921 2024 filers by assets (6450% of the sector average)-$430K for 3 participants.
- #1,102
- in Arts, Entertainment & Recreation (2,921 peers)
- +72.1%
- assets growth YoY
Jax Wellness Corp. Retirement Plan among the smaller filed plans by assets
Jax Wellness Corp. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$430,482 17th percentile higher than 17% 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
Jax Wellness Corp. 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. Jax Wellness Corp. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jax Wellness Corp. Retirement Plan reported net income rose from $63K in the plan year 2023 filing to $180K in the plan year 2024 filing.
- Jax Wellness Corp. Retirement Plan end-of-year assets rose from $250K in the plan year 2023 filing to $430K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 851469723 · Jax Wellness Corp. PY 2024 · Profit Sharing
Jax Wellness Corp. Retirement Plan · $430K · 3 · 17th
- PART $430K
- TYPE 3
- NET 17th
- BOOK Profit Sharing
- VS-ST near Abbckda Group of Companies Corp. Profit Sharing Plan
- BOY ind #1102
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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →
Jax Wellness Corp. Retirement Plan in the asset neighbourhood
Arts, Entertainment & Recreation filing particulars
| Total Assets (Beginning of Year) | $250K |
|---|---|
| Net Assets (End of Year) | $430K |
| Net Income | $180K |
| Employer EIN | 851469723 |
| Plan Effective Date | 2020-06-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jax Wellness Corp.)
Sponsor-wide plan assets over time
All Jax Wellness Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $430K 129.73743195645213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $187K |
| 2023 | 1 | 3 | $250K |
| 2024 | 1 | 3 | $430K |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Jax Wellness Corp. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Abbckda Group of Companies Corp. Profit Sharing Plan in CA ($431K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($430K here).
- Abbckda Group of Companies Corp. Profit Sharing Plan (CA) $431K · 2
- Rsls Corporation Retirement Plan (MI) $430K · 4
- Molding Young Minds, Inc. Retirement Plan (SC) $431K · 10
- Jass Retirement Plan (PR) $430K · 1
Similar participant headcount
Nearest other-state filings by covered participants (3 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.