Profit Sharing · DOL Form 5500 · 2024

Jlem Holdings Incorporated Profit Sharing Plan

Data updated 2026-08-25

$699K
Total assets Small plan by assets
6
Participants Small participant base
20th
Percentile by assets National rank
$116,577
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jlem Holdings Incorporated Retirement Plan · Sponsored by Jlem Holdings Incorporated · Arizona · Wholesale Trade

$699K in assets, 6 participants

Jlem Holdings Incorporated's Jlem Holdings Incorporated Retirement Plan reported $699K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #638 in Wholesale Trade (6,080 peers)

Jlem Holdings Incorporated multi-year trail

Jlem Holdings Incorporated's plans moved +44.8% in assets from 2022 to 2024; this filing shows Jlem Holdings Incorporated Retirement Plan at $699K / 6 participants.

#638
in Wholesale Trade (6,080 peers)
+1.4%
assets growth YoY

Jlem Holdings Incorporated Retirement Plan among the smaller filed plans by assets

Jlem Holdings Incorporated Retirement Plan vs every filed plan by assets

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

$699,462 20th percentile higher than 20% 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

Jlem Holdings Incorporated 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. Jlem Holdings Incorporated Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jlem Holdings Incorporated Retirement Plan reported participants fell from 9 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Jlem Holdings Incorporated Retirement Plan end-of-year assets rose from $690K in the plan year 2023 filing to $699K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 825104349 · Jlem Holdings Incorporated PY 2024 · Profit Sharing

Jlem Holdings Incorporated Retirement Plan · $699K · 6 · 20th

  • 5500 $699K
  • ASSETS 6
  • PCT 20th
  • EIN Profit Sharing
  • RANK near K5 Homes, Inc. Retirement Plan
  • PHOTO ind #638

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 Wholesale Trade retirement plans → · Plans in Arizona →

Jlem Holdings Incorporated Retirement Plan in the asset neighbourhood

Jlem Holdings Incorporated Retirement PlanJlem Holdings Incorporated R…$699KK5 Homes, Inc. Retirement PlanK5 Homes, Inc. Retirement Pl…$699KNeighborup Inc. Retirement PlanNeighborup Inc. Retirement P…$699KTbd Inc. Retirement Plan$700KBigeye Group Inc. Retirement PlanBigeye Group Inc. Retirement…$700K
End-of-year total assets ($M) among Jlem Holdings Incorporated Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jlem Holdings Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Jlem Holdings Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$999K 44.81608695652174% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.69M $1M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 10 $690K
2023 1 9 $690K
2024 2 13 $999K

Jlem Holdings Incorporated filing trail (2024)

Total Assets (Beginning of Year)$690K
Net Assets (End of Year)$699K
Net Income$9K
Employer EIN825104349
Plan Effective Date2018-04-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Jlem Holdings Incorporated Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20020406080 Total assets ($M) Participants Jlem Holdings Incorporated Retirement Plan, Total assets ($M): 0.699462 · Participants: 6Jlem Holdings Incorporated Retirement PlanPreferred Employer Plan II, Total assets ($M): 75.769033 · Participants: 415Preferred Employer Plan IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg Inc Profit Sharing Plan TrustCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 33.775352 · Participants: 187Center for Biological Diversity 403(b) DC Plan
Jlem Holdings Incorporated Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Jlem Holdings Incorporated Retirement Plan side-by-side with 3 peers →

Jlem Holdings Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is K5 Homes, Inc. Retirement Plan in OR ($699K); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($699K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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.

Frequently Asked Questions

How did Jlem Holdings Incorporated Retirement Plan assets move in 2024? ▼
Jlem Holdings Incorporated Retirement Plan edged up modestly - up 1.4% during 2024, from $690K to $699K. Reported net income was $9K.
How have Jlem Holdings Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jlem Holdings Incorporated's sponsor-wide assets grew 44.8%, from $690K to $999K.
Where does Jlem Holdings Incorporated Retirement Plan rank by assets among Form 5500 filers? ▼
Jlem Holdings Incorporated Retirement Plan ranks in the 20th 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 Jlem Holdings Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is K5 Homes, Inc. Retirement Plan in OR ($699K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jlem Holdings Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Genesis Five Inc. Profit Sharing Plan in NC (6 participants, $238K 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 825104349.

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.