Profit Sharing · DOL Form 5500 · 2024

James R Turner & Company 401(k) Plan Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 28th
Percentile by assets National rank: $837,544
Avg per participant High balance/head

Official DOL plan name: James R Turner& Company 401(k) Plan · Sponsored by James R Turner & Company 401(k) Plan · Virginia · Professional & Technical Services

$2M in assets, 2 participants

James R Turner & Company 401(k) Plan's James R Turner& Company 401(k) Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

#4,659 in Professional & Technical Services (20,173 peers)

2024 asset change

James R Turner& Company 401(k) Plan grew sharply 17.6% in 2024 ($1M → $2M) for 2 participants.

#4,659
in Professional & Technical Services (20,173 peers): +17.6%
assets growth YoY

James R Turner& Company 401(k) Plan among the smaller filed plans by assets

James R Turner& Company 401(k) Plan vs every filed plan by assets

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

$1,675,087 28th percentile higher than 28% 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

James R Turner& Company 401(k) 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. James R Turner& Company 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 541560216 · James R Turner & Company 401(k) Plan PY 2024 · Profit Sharing

James R Turner& Company 401(k) Plan · $2M · 2 · 28th

TYPE $2M
NET 2
BOOK 28th
VS-ST Profit Sharing
BOY near Pompano Medical Center Inc Profit Sharing Plan
SCH ind #4659

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 Professional & Technical Services retirement plans → · Plans in Virginia →

End-of-year total assets ($M) among James R Turner& Company 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$251K
Employer EIN	541560216
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

James R Turner& Company 401(k) Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
Carpenter Co. Profit-Sharing Plan $348M · 2,152
American Institutes for Research Tax Deferred Annuity Plan $323M · 1,608
Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
Associated Universities Inc. Retirement Plan $205M · 585

Compare James R Turner& Company 401(k) Plan side-by-side with 3 peers →

James R Turner& Company 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Pompano Medical Center Inc Profit Sharing Plan in FL ($2M); 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 ($2M here).

Pompano Medical Center Inc Profit Sharing Plan (FL) $2M · N/A
Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan (TN) $2M · 5
Surety Title Agency, Inc Profit Sharing Plan & Trust (OH) $2M · 9
Rep Services, Inc. of California Profit Sharing Plan (CA) $2M · 1

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Stenorkat Corporation Profit Sharing Plan (MA) 2 · 0 off
Short Enterprises, Inc. Profit Sharing Plan and Trust (CO) 2 · 0 off
Turn/Around Group Inc. Retirement Plan (OH) 2 · 0 off

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 James R Turner& Company 401(k) Plan assets move in 2024? ▼

James R Turner& Company 401(k) Plan grew sharply - up 17.6% during 2024, from $1M to $2M. Reported net income was $251K.

Which Profit Sharing plans are similar in size to James R Turner& Company 401(k) Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Pompano Medical Center Inc Profit Sharing Plan in FL ($2M, N/A participants).

Which Profit Sharing plans cover a similar participant headcount to James R Turner& Company 401(k) 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 541560216.