Profit Sharing · DOL Form 5500 · 2024

Jot Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
35
Participants Small participant base
41st
Percentile by assets National rank
$138,623
Avg per participant Near avg balance/head
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Official DOL plan name: Jot Holdings, Inc. Retirement Plan · Sponsored by Jot Holdings, Inc. · Florida · Healthcare & Social Assistance

$5M in assets, 35 participants

Jot Holdings, Inc.'s Jot Holdings, Inc. Retirement Plan reported $5M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,509 in Healthcare & Social Assistance (16,916 peers)

Jot Holdings, Inc. multi-year trail

Jot Holdings, Inc.'s plans moved +46.6% in assets from 2022 to 2024; this filing shows Jot Holdings, Inc. Retirement Plan at $5M / 35 participants.

#7,509
in Healthcare & Social Assistance (16,916 peers)
+63.3%
assets growth YoY

Jot Holdings, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jot Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$4,851,799 41st percentile higher than 41% 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

Jot Holdings, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jot Holdings, Inc. Retirement Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jot Holdings, Inc. Retirement Plan reported net income rose from -$338K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Jot Holdings, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Jot Holdings, Inc. Retirement Plan reported participants rose from 24 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 821299258 · Jot Holdings, Inc. PY 2024 · Profit Sharing

Jot Holdings, Inc. Retirement Plan · $5M · 35 · 41st

  • ASSETS $5M
  • ASSETS 35
  • ASSETS 41st
  • ASSETS Profit Sharing
  • ASSETS near Lewiston Monument Co, Inc. Profit Sharing Plan
  • ASSETS ind #7509

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Jot Holdings, Inc. Retirement Plan in the asset neighbourhood

Deductive Systems Inc. Profit Sharing PlanDeductive Systems Inc. Profi…$5MJot Holdings, Inc. Retirement PlanJot Holdings, Inc. Retiremen…$5MLewiston Monument Co, Inc. Profit Sharing PlanLewiston Monument Co, Inc. P…$5MWild West Company Employee Profit Sharing PlanWild West Company Employee P…$5MFreeman Group, Inc. 401(k) Profit Sharing PlanFreeman Group, Inc. 401(k) P…$5M
End-of-year total assets ($M) among Jot Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jot Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jot Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 46.61728251800533% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.31M $4.85M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 28 $3M
2023 1 24 $3M
2024 1 35 $5M

Jot Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN821299258
Plan Effective Date2011-11-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Jot Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Jot Holdings, Inc. Retirement Plan, Total assets ($B): 0.004851799 · Participants: 35Jot Holdings, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Jot Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Jot Holdings, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Profit Sharing by assets is Lewiston Monument Co, Inc. Profit Sharing Plan in MN ($5M); by covered participants it is Bostwick Investments Inc. Retirement Plan in GA (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Jot Holdings, Inc. Retirement Plan assets move in 2024? ▼
Jot Holdings, Inc. Retirement Plan surged - up 63.3% during 2024, from $3M to $5M. Reported net income was $2M.
How have Jot Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jot Holdings, Inc.'s sponsor-wide assets grew 46.6%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Jot Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lewiston Monument Co, Inc. Profit Sharing Plan in MN ($5M, 17 participants).
Which Profit Sharing plans cover a similar participant headcount to Jot Holdings, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bostwick Investments Inc. Retirement Plan in GA (35 participants, $2M 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 821299258.

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.