Profit Sharing · DOL Form 5500 · 2024

Jorgensen Ventures Inc. Profit Sharing Plan

Data updated 2026-08-25

$625K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$625,000
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jorgensen Ventures Inc. Retirement Plan · Sponsored by Jorgensen Ventures Inc. · Oregon · Retail Trade

$625K in assets, 1 participants

Jorgensen Ventures Inc.'s Jorgensen Ventures Inc. Retirement Plan reported $625K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,477 in Retail Trade (8,048 peers)

Jorgensen Ventures Inc. multi-year trail

Jorgensen Ventures Inc.'s plans moved +177.8% in assets from 2022 to 2024; this filing shows Jorgensen Ventures Inc. Retirement Plan at $625K / 1 participant.

#2,477
in Retail Trade (8,048 peers)
+25.0%
assets growth YoY

Jorgensen Ventures Inc. Retirement Plan among the smaller filed plans by assets

Jorgensen Ventures Inc. Retirement Plan vs every filed plan by assets

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

$625,000 19th percentile higher than 19% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Jorgensen Ventures 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. Jorgensen Ventures Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jorgensen Ventures Inc. Retirement Plan reported net income fell from $275K in the plan year 2023 filing to $125K in the plan year 2024 filing.
  • Jorgensen Ventures Inc. Retirement Plan end-of-year assets rose from $500K in the plan year 2023 filing to $625K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 882983206 · Jorgensen Ventures Inc. PY 2024 · Profit Sharing

Jorgensen Ventures Inc. Retirement Plan · $625K · 1 · 19th

  • EIN $625K
  • EIN 1
  • EIN 19th
  • EIN Profit Sharing
  • EIN near Magnolia House Investments, Inc Retirement Plan
  • EIN ind #2477

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 Retail Trade retirement plans → · Plans in Oregon →

Jorgensen Ventures Inc. Retirement Plan in the asset neighbourhood

Jorgensen Ventures Inc. Retirement PlanJorgensen Ventures Inc. Reti…$625KMagnolia House Investments, Inc Retirement PlanMagnolia House Investments, …$625KSts Kiley Corp. Retirement PlanSts Kiley Corp. Retirement P…$625KReal Lifestyle Management Inc Retirement PlanReal Lifestyle Management In…$625KCentro Quiropractico Del Parque Csp Retirement Pla (Formerly Carlos E. Selles Hernandez Ret. Plan)Centro Quiropractico Del Par…$625K
End-of-year total assets ($M) among Jorgensen Ventures Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jorgensen Ventures Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jorgensen Ventures Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$625K 177.7765432153635% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.23M $0.63M ▲ +173.9%
Year Plans Participants Total Assets
2022 1 1 $225K
2023 1 1 $500K
2024 1 1 $625K

Jorgensen Ventures Inc. filing trail (2024)

Total Assets (Beginning of Year)$500K
Net Assets (End of Year)$625K
Net Income$125K
Employer EIN882983206
Plan Effective Date2022-07-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

Jorgensen Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Jorgensen Ventures Inc. Retirement Plan, Total assets ($M): 0.625 · Participants: 1Jorgensen Ventures Inc. Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 865.392707 · Participants: 5738Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 817.192113 · Participants: 12025Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 211.941238 · Participants: 730Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 190.881902 · Participants: 634The Hoffman Employee Retirement Income PlanTuality Healthcare Performance Retirement Plan - 403(b), Total assets ($M): 120.429421 · Participants: 1263Tuality Healthcare Performance Retirement Plan - 403(b)
Jorgensen Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Jorgensen Ventures Inc. Retirement Plan side-by-side with 3 peers →

Jorgensen Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Magnolia House Investments, Inc Retirement Plan in GA ($625K); 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.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Jorgensen Ventures Inc. Retirement Plan assets move in 2024? ▼
Jorgensen Ventures Inc. Retirement Plan grew sharply - up 25.0% during 2024, from $500K to $625K. Reported net income was $125K.
How have Jorgensen Ventures Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jorgensen Ventures Inc.'s sponsor-wide assets grew 177.8%, from $225K to $625K.
Where does Jorgensen Ventures Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Jorgensen Ventures Inc. Retirement Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jorgensen Ventures Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Magnolia House Investments, Inc Retirement Plan in GA ($625K, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Jorgensen Ventures Inc. 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 882983206.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.