Other · DOL Form 5500 · 2024
Jva, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 141
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $118,579
- Avg per participant Near avg balance/head
Official DOL plan name: Jva, Inc. Employees' Stock Bonus Plan and Trust · Sponsored by Jva, Inc. · Colorado · Professional & Technical Services
$17M in assets, 141 participants
Jva, Inc.'s Jva, Inc. Employees' Stock Bonus Plan and Trust reported $17M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #13,271 in Professional & Technical Services (20,173 peers)
Coverage in Colorado
Jva, Inc. Employees' Stock Bonus Plan and Trust covers 141 participants in Colorado, about 38% of the average Colorado filer (state average ~376 per filing). Assets: $17M.
- #13,271
- in Professional & Technical Services (20,173 peers)
- +13.9%
- assets growth YoY
Jva, Inc. Employees' Stock Bonus Plan and Trust's outsized position by total assets
Jva, Inc. Employees' Stock Bonus Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,719,571 Top 33% higher than 67% 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
Jva, Inc. Employees' Stock Bonus Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jva, Inc. Employees' Stock Bonus Plan and Trust sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jva, Inc. Employees' Stock Bonus Plan and Trust reported net income rose from $798K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Jva, Inc. Employees' Stock Bonus Plan and Trust end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Jva, Inc. Employees' Stock Bonus Plan and Trust reported participants rose from 136 in the plan year 2023 filing to 141 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 840638689 · Jva, Inc. PY 2024 · Other
Jva, Inc. Employees' Stock Bonus Plan and Trust · $17M · 141 · 67th
- RANK $17M
- RANK 141
- RANK 67th
- RANK Other
- RANK near Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan
- RANK ind #13271
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 Colorado →
Jva, Inc. Employees' Stock Bonus Plan and Trust in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 840638689 |
| Plan Effective Date | 1977-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jva, Inc.)
Sponsor-wide plan assets over time
All Jva, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 40.6422539677215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 268 | $28M |
| 2023 | 2 | 270 | $33M |
| 2024 | 2 | 275 | $39M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.2B · 1,662
- Children's Hospital Colorado 403(b) Plan $1.0B · 9,224
- University of Denver Retirement Plan $909M · 7,356
- Nrel 403(b) Employee Savings Plan $625M · 3,207
- Colorado College Retirement Benefit Plan $382M · 717
Jva, Inc. Employees' Stock Bonus Plan and Trust's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Saint Ursula Academy of Cincinnati, Inc. 403(b) Retirement Plan in OH ($17M); by covered participants it is Bay Village of Sarasota Inc. Tax Sheltered Annuity 403b Plan in FL (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (141 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.