Profit Sharing · DOL Form 5500 · 2024

Jena Ventures, Inc. Profit Sharing Plan

Data updated 2026-08-25

$332K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$166,072
Avg per participant Above avg balance/head
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Official DOL plan name: Jena Ventures, Inc. Retirement Plan · Sponsored by Jena Ventures, Inc. · Massachusetts · Arts, Entertainment & Recreation

$332K in assets, 2 participants

Jena Ventures, Inc.'s Jena Ventures, Inc. Retirement Plan reported $332K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #979 in Arts, Entertainment & Recreation (2,921 peers)

Jena Ventures, Inc. multi-year trail

Jena Ventures, Inc.'s plans moved +34.0% in assets from 2022 to 2024; this filing shows Jena Ventures, Inc. Retirement Plan at $332K / 2 participants.

#979
in Arts, Entertainment & Recreation (2,921 peers)
+3.1%
assets growth YoY

Jena Ventures, Inc. Retirement Plan among the smaller filed plans by assets

Jena Ventures, Inc. Retirement Plan vs every filed plan by assets

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

$332,144 14th percentile higher than 14% 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

Jena Ventures, 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. Jena Ventures, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jena Ventures, Inc. Retirement Plan reported net income fell from $74K in the plan year 2023 filing to $10K in the plan year 2024 filing.
  • Jena Ventures, Inc. Retirement Plan end-of-year assets rose from $322K in the plan year 2023 filing to $332K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 831529158 · Jena Ventures, Inc. PY 2024 · Profit Sharing

Jena Ventures, Inc. Retirement Plan · $332K · 2 · 14th

  • IND $332K
  • IND 2
  • IND 14th
  • IND Profit Sharing
  • IND near Rudi Clips Inc. Retirement Plan
  • IND ind #979

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 Massachusetts →

Jena Ventures, Inc. Retirement Plan in the asset neighbourhood

Jena Ventures, Inc. Retirement PlanJena Ventures, Inc. Retireme…$332KRudi Clips Inc. Retirement PlanRudi Clips Inc. Retirement P…$332KClz Incorporated Retirement PlanClz Incorporated Retirement …$332KFxa, Inc. Profit Sharing Plan$332KWilliams Drilling Supply Inc. Profit Sharing PlanWilliams Drilling Supply Inc…$332K
End-of-year total assets ($M) among Jena Ventures, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jena Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jena Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$332K 33.99981441809988% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.25M $0.33M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 2 $248K
2023 1 2 $322K
2024 1 2 $332K

Jena Ventures, Inc. filing trail (2024)

Total Assets (Beginning of Year)$322K
Net Assets (End of Year)$332K
Net Income$10K
Employer EIN831529158
Plan Effective Date2018-08-07
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Jena Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Jena Ventures, Inc. Retirement Plan, Total assets ($B): 0.000332144 · Participants: 2Jena Ventures, Inc. Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 16.746508173 · Participants: 76559Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.11674253 · Participants: 14037Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.93023844 · Participants: 5518Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.685607607 · Participants: 6385The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.656271721 · Participants: 3065Sheet Metal Workers Local 17 Annuity Income Fund
Jena Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Jena Ventures, Inc. Retirement Plan side-by-side with 3 peers →

Jena Ventures, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Rudi Clips Inc. Retirement Plan in FL ($332K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($332K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Jena Ventures, Inc. Retirement Plan assets move in 2024? ▼
Jena Ventures, Inc. Retirement Plan edged up modestly - up 3.1% during 2024, from $322K to $332K. Reported net income was $10K.
How have Jena Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jena Ventures, Inc.'s sponsor-wide assets grew 34.0%, from $248K to $332K.
Where does Jena Ventures, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Jena Ventures, Inc. Retirement Plan ranks in the 14th 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 Jena Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rudi Clips Inc. Retirement Plan in FL ($332K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Jena Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 831529158.

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.