Profit Sharing · DOL Form 5500 · 2024
Jrh&e Investments, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $322K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $64,480
- Avg per participant Low balance/head
Official DOL plan name: Jrh&e Investments, Inc. Retirement Plan · Sponsored by Jrh&e Investments, Inc. · Arizona · Finance & Insurance
$322K in assets, 5 participants
Jrh&e Investments, Inc.'s Jrh&e Investments, Inc. Retirement Plan reported $322K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- #610 in Finance & Insurance (8,549 peers)
Jrh&e Investments, Inc. multi-year trail
Jrh&e Investments, Inc.'s plans moved +2625.5% in assets from 2022 to 2024; this filing shows Jrh&e Investments, Inc. Retirement Plan at $322K / 5 participants.
- #610
- in Finance & Insurance (8,549 peers)
- -19.4%
- assets change YoY
The plan reported a net loss of $77K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jrh&e Investments, Inc. Retirement Plan among the smaller filed plans by assets
Jrh&e Investments, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$322,400 14th percentile higher than 14% 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
Jrh&e Investments, Inc. 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. Jrh&e Investments, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jrh&e Investments, Inc. Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Jrh&e Investments, Inc. Retirement Plan reported net income fell from $388K in the plan year 2023 filing to -$77K in the plan year 2024 filing.
- Jrh&e Investments, Inc. Retirement Plan end-of-year assets fell from $400K in the plan year 2023 filing to $322K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 822745907 · Jrh&e Investments, Inc. PY 2024 · Profit Sharing
Jrh&e Investments, Inc. Retirement Plan · $322K · 5 · 14th
- 5500 $322K
- 5500 5
- 5500 14th
- 5500 Profit Sharing
- 5500 near Ernest J Wackerline Pension Plan
- 5500 ind #610
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 Finance & Insurance retirement plans → · Plans in Arizona →
Jrh&e Investments, Inc. Retirement Plan in the asset neighbourhood
Jrh&e Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Jrh&e Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $322K 2625.5051145489897% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $12K |
| 2023 | 1 | 2 | $400K |
| 2024 | 1 | 5 | $322K |
Jrh&e Investments, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $400K |
|---|---|
| Net Assets (End of Year) | $322K |
| Net Income | -$77K |
| Employer EIN | 822745907 |
| Plan Effective Date | 2017-09-11 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Preferred Employer Plan II $76M · 415
- Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $50M · 5,107
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
- Center for Biological Diversity 403(b) DC Plan $34M · 187
Jrh&e Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Ernest J Wackerline Pension Plan in IL ($322K); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($322K here).
- Ernest J Wackerline Pension Plan (IL) $322K · 2
- Obsurvus Solutions Group Inc. Retirement Plan (AL) $322K · 3
- Dakine Capital Inc. Retirement Plan (HI) $322K · 2
- Oscar E. Ramos Roman Retirement Plan (PR) $323K · 1
Similar participant headcount
Nearest other-state filings by covered participants (5 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.