Profit Sharing · DOL Form 5500 · 2024
J & J Wellness, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $122,570
- Avg per participant Near avg balance/head
Official DOL plan name: J & J Wellness, Inc. Retirement Plan · Sponsored by J & J Wellness, Inc. · North Carolina · Other Services
$3M in assets, 22 participants
J & J Wellness, Inc.'s J & J Wellness, Inc. Retirement Plan reported $3M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #4,386 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, J & J Wellness, Inc. Retirement Plan ranks #4,386 of 7,719 2024 filers by assets (744% of the sector average)-$3M for 22 participants.
- #4,386
- in Other Services (7,719 peers)
- +77.2%
- assets growth YoY
J & J Wellness, Inc. Retirement Plan among the smaller filed plans by assets
J & J Wellness, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,696,540 33rd percentile higher than 33% 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
J & J Wellness, 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. J & J Wellness, Inc. Retirement Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J & J Wellness, Inc. Retirement Plan reported net income rose from -$693K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- J & J Wellness, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- J & J Wellness, Inc. Retirement Plan reported participants rose from 19 in the plan year 2023 filing to 22 in the plan year 2024 filing.
DOL schedule card
Filing strip 821463564 · J & J Wellness, Inc. PY 2024 · Profit Sharing
J & J Wellness, Inc. Retirement Plan · $3M · 22 · 33rd
- NET $3M
- BOOK 22
- VS-ST 33rd
- BOY Profit Sharing
- SCH near Gillen and Johnson PA Profit Sharing Plan and Trust
- EBSA ind #4386
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 North Carolina →
J & J Wellness, Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 821463564 |
| Plan Effective Date | 2017-05-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J & J Wellness, Inc.)
Sponsor-wide plan assets over time
All J & J Wellness, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 21.717974180734856% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 19 | $2M |
| 2024 | 1 | 22 | $3M |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
J & J Wellness, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Gillen and Johnson PA Profit Sharing Plan and Trust in NJ ($3M); by covered participants it is Jackmo Enterprises Inc. Retirement Plan in MD (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 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.