Profit Sharing · DOL Form 5500 · 2024

J & C Hetrick Inc. Profit Sharing Plan

Data updated 2026-08-25

$537K
Total assets Small plan by assets
6
Participants Small participant base
18th
Percentile by assets National rank
$89,475
Avg per participant Below avg balance/head
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Official DOL plan name: J & C Hetrick Inc. Retirement Plan · Sponsored by J & C Hetrick Inc. · Ohio · Retail Trade

$537K in assets, 6 participants

J & C Hetrick Inc.'s J & C Hetrick Inc. Retirement Plan reported $537K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,337 in Retail Trade (8,048 peers)

What the 2024 filing shows

J & C Hetrick Inc. Retirement Plan holds $537K for 6 participants - about $89,475 per participant, among the smaller plans by assets on file.

#2,337
in Retail Trade (8,048 peers)
+3.7%
assets growth YoY

J & C Hetrick Inc. Retirement Plan among the smaller filed plans by assets

J & C Hetrick Inc. Retirement Plan vs every filed plan by assets

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

$536,851 18th percentile higher than 18% 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

J & C Hetrick Inc. 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. J & C Hetrick Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J & C Hetrick Inc. Retirement Plan reported net income rose from $2K in the plan year 2023 filing to $19K in the plan year 2024 filing.
  • J & C Hetrick Inc. Retirement Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • J & C Hetrick Inc. Retirement Plan end-of-year assets rose from $518K in the plan year 2023 filing to $537K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 454026831 · J & C Hetrick Inc. PY 2024 · Profit Sharing

J & C Hetrick Inc. Retirement Plan · $537K · 6 · 18th

  • PCT $537K
  • PCT 6
  • PCT 18th
  • PCT Profit Sharing
  • PCT near Northwest 360 Inc. Retirement Plan
  • PCT ind #2337

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 Ohio →

J & C Hetrick Inc. Retirement Plan in the asset neighbourhood

J & C Hetrick Inc. Retirement PlanJ & C Hetrick Inc. Retiremen…$537KNorthwest 360 Inc. Retirement PlanNorthwest 360 Inc. Retiremen…$537KNeurology Hd, Psc Retirement Plan (Formerly Horacio F. Daubon Del Valle Retirement Plan)Neurology Hd, Psc Retirement…$537KMark L Bromberg Profit Sharing PlanMark L Bromberg Profit Shari…$537KSummit Financial Advisors Inc. Profit Sharing PlanSummit Financial Advisors In…$537K
End-of-year total assets ($M) among J & C Hetrick Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$518K
Net Assets (End of Year)$537K
Net Income$19K
Employer EIN454026831
Plan Effective Date2011-12-13
Filing StatusFILING RECEIVED

Sponsor Plan History (J & C Hetrick Inc.)

Sponsor-wide plan assets over time

All J & C Hetrick Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$537K 4.18788523343011% vs 2022
2024 filing year
$0.51M$0.52M$0.53M$0.54M$0.55M 202220232024 $0.52M $0.54M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 5 $515K
2023 1 5 $518K
2024 1 6 $537K

Nearby Profit Sharing Plans in Ohio

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

J & C Hetrick Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants J & C Hetrick Inc. Retirement Plan, Total assets ($B): 0.000536851 · Participants: 6J & C Hetrick Inc. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
J & C Hetrick Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare J & C Hetrick Inc. Retirement Plan side-by-side with 3 peers →

J & C Hetrick Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Northwest 360 Inc. Retirement Plan in CA ($537K); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 J & C Hetrick Inc. Retirement Plan assets move in 2024? ▼
J & C Hetrick Inc. Retirement Plan edged up modestly - up 3.7% during 2024, from $518K to $537K. Reported net income was $19K.
How have J & C Hetrick Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J & C Hetrick Inc.'s sponsor-wide assets grew 4.2%, from $515K to $537K.
Where does J & C Hetrick Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
J & C Hetrick Inc. Retirement Plan ranks in the 18th 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 J & C Hetrick Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Northwest 360 Inc. Retirement Plan in CA ($537K, 15 participants).
Which Profit Sharing plans cover a similar participant headcount to J & C Hetrick Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Genesis Five Inc. Profit Sharing Plan in NC (6 participants, $238K 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 454026831.

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.