Profit Sharing · DOL Form 5500 · 2024
Jaramillo Investment Corp. Profit Sharing Plan
Data updated 2026-08-25
- $785K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $261,674
- Avg per participant Above avg balance/head
Official DOL plan name: Jaramillo Investment Corp. Retirement Plan · Sponsored by Jaramillo Investment Corp. · New Jersey · Other Services
$785K in assets, 3 participants
Jaramillo Investment Corp.'s Jaramillo Investment Corp. Retirement Plan reported $785K in total assets and 3 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.
- #3,391 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Jaramillo Investment Corp. Retirement Plan ranks #3,391 of 7,719 2024 filers by assets (2557% of the sector average)-$785K for 3 participants.
- #3,391
- in Other Services (7,719 peers)
- +93.6%
- assets growth YoY
Jaramillo Investment Corp. Retirement Plan among the smaller filed plans by assets
Jaramillo Investment Corp. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$785,022 21st percentile higher than 21% 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
Jaramillo Investment 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. Jaramillo Investment 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
- Jaramillo Investment Corp. Retirement Plan reported net income rose from -$269K in the plan year 2023 filing to $379K in the plan year 2024 filing.
- Jaramillo Investment Corp. Retirement Plan reported participants rose from 1 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Jaramillo Investment Corp. Retirement Plan end-of-year assets rose from $406K in the plan year 2023 filing to $785K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 841755735 · Jaramillo Investment Corp. PY 2024 · Profit Sharing
Jaramillo Investment Corp. Retirement Plan · $785K · 3 · 21st
- EBSA $785K
- EBSA 3
- EBSA 21st
- EBSA Profit Sharing
- EBSA near Jaclbak, Inc. Retirement Plan
- EBSA ind #3391
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 Other Services retirement plans → · Plans in New Jersey →
Jaramillo Investment Corp. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $406K |
|---|---|
| Net Assets (End of Year) | $785K |
| Net Income | $379K |
| Employer EIN | 841755735 |
| Plan Effective Date | 2019-05-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jaramillo Investment Corp.)
Sponsor-wide plan assets over time
All Jaramillo Investment Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $785K 16.296109744896448% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $675K |
| 2023 | 1 | 1 | $406K |
| 2024 | 1 | 3 | $785K |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- Operating Engineers Local 825 Profit Sharing Fund $1.5B · 10,365
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
Jaramillo Investment Corp. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Jaclbak, Inc. Retirement Plan in WV ($785K); 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 ($785K here).
- Jaclbak, Inc. Retirement Plan (WV) $785K · 3
- Patrick Lopez Retirement Plan (PR) $785K · 1
- S.J.J. Miele, Inc. Profit Sharing Plan (PA) $786K · 12
- Pomeroy's Hometown Ace, Inc. Retirement Plan (AR) $786K · 5
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.