Profit Sharing · DOL Form 5500 · 2024

Jillyb Co. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 1
Participants Small participant base: 25th
Percentile by assets National rank: $1.2M
Avg per participant High balance/head

Official DOL plan name: Jillyb Co. Retirement Plan · Sponsored by Jillyb Co. · Wisconsin · Food Services & Accommodation

$1M in assets, 1 participants

Jillyb Co.'s Jillyb Co. Retirement Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

#2,190 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Jillyb Co. Retirement Plan ranks #2,190 of 3,672 2024 filers by assets (1604% of the sector average)-$1M for 1 participant.

#2,190
in Food Services & Accommodation (3,672 peers): $1M
reported net income

Jillyb Co. Retirement Plan among the smaller filed plans by assets

Jillyb Co. Retirement Plan vs every filed plan by assets

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

$1,220,000 25th percentile higher than 25% 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

Jillyb Co. 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. Jillyb Co. Retirement Plan is a micro filing (1 participant), 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%)

Plan-year Form 5500 strip

Filing strip 994197226 · Jillyb Co. PY 2024 · Profit Sharing

Jillyb Co. Retirement Plan · $1M · 1 · 25th

BOY $1M
BOY 1
BOY 25th
BOY Profit Sharing
BOY near Raul F. Rivera De La Vega Retirement Plan
BOY ind #2190

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Jillyb Co. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$1M
Net Income	$1M
Employer EIN	994197226
Plan Effective Date	2024-07-29
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Jillyb Co. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
Aspirus, Inc. Retirement Plan $893M · 10,194
Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
Clarios Retirement Savings and Investment Plan $334M · 5,088

Compare Jillyb Co. Retirement Plan side-by-side with 3 peers →

Jillyb Co. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Raul F. Rivera De La Vega Retirement Plan in PR ($1M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Raul F. Rivera De La Vega Retirement Plan (PR) $1M · 2
Valley Pathology LLC Money Purchase Pension & Trust (AL) $1M · 5
Roman Urology Group, P.S.C. Profit Sharing Retiremen Tplan (PR) $1M · 6
Enrique Nassar Rizek Retirement Plan (PR) $1M · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Gerald L. Bowen, P.C. Profit Sharing Plan (PA) 1 · 0 off
Sorensen & Edwards, P.S. (WA) 1 · 0 off
Sun Services Incorporated Retirement Plan (MA) 1 · 0 off
Agile Funding & Investments, Inc. Retirement Plan (VA) 1 · 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

Where does Jillyb Co. Retirement Plan rank by assets among Form 5500 filers? ▼

Jillyb Co. Retirement Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).

Which Profit Sharing plans are similar in size to Jillyb Co. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Raul F. Rivera De La Vega Retirement Plan in PR ($1M, 2 participants).

Which Profit Sharing plans cover a similar participant headcount to Jillyb Co. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 994197226.