Profit Sharing · DOL Form 5500 · 2024
James I. Alfriend Consulting Forester, LLC Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $364,797
- Avg per participant High balance/head
Official DOL plan name: James I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan · Sponsored by James I. Alfriend Consulting Forester, LLC · Georgia · Agriculture, Forestry & Fishing
$3M in assets, 7 participants
James I. Alfriend Consulting Forester, LLC's James I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan reported $3M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #404 in Agriculture, Forestry & Fishing (1,217 peers)
James I. Alfriend Consulting Forester, LLC multi-year trail
James I. Alfriend Consulting Forester, LLC's plans moved +16.9% in assets from 2022 to 2024; this filing shows James I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan at $3M / 7 participants.
- #404
- in Agriculture, Forestry & Fishing (1,217 peers)
- -1.3%
- assets change YoY
James I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan among the smaller filed plans by assets
James I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,553,577 32nd percentile higher than 32% 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 I. Alfriend Consulting Forester Self-Employed Profit Sharing 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 I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan reported net income fell from $198K in the plan year 2023 filing to $171K in the plan year 2024 filing.
- James I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 581596462 · James I. Alfriend Consulting Forester, LLC PY 2024 · Profit Sharing
James I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan · $3M · 7 · 32nd
- IND $3M
- IND 7
- IND 32nd
- IND Profit Sharing
- IND near El Cajon Grading & Engineering, Inc Profit Sharing Plan
- IND ind #404
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Georgia →
James I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan in the asset neighbourhood
James I. Alfriend Consulting Forester, LLC multi-year asset trail
Sponsor-wide plan assets over time
All James I. Alfriend Consulting Forester, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 16.865356953748158% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $2M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 7 | $3M |
James I. Alfriend Consulting Forester, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $171K |
| Employer EIN | 581596462 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory University Retirement Plan $5.5B · 18,936
- Crh Americas 401(k) Plan $4.2B · 35,710
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.8B · 23,760
- The Emory Clinic, Inc. Retirement Savings Plan $1.0B · 2,448
- Childrens Healthcare of Atlanta Growth Plan $391M · 12,290
James I. Alfriend Consulting Forester Self-Employed Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Georgia, the nearest Profit Sharing by assets is El Cajon Grading & Engineering, Inc Profit Sharing Plan in CA ($3M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 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 (7 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.