Profit Sharing · DOL Form 5500 · 2024
Jt Geritz Inc. Profit Sharing Plan
Data updated 2026-08-25
- $690K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $172,563
- Avg per participant Above avg balance/head
Official DOL plan name: Jt Geritz Inc. Retirement Plan · Sponsored by Jt Geritz Inc. · North Carolina · Other Services
$690K in assets, 4 participants
Jt Geritz Inc.'s Jt Geritz Inc. Retirement Plan reported $690K in total assets and 4 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.
- #3,256 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Jt Geritz Inc. Retirement Plan ranks #3,256 of 7,719 2024 filers by assets (2908% of the sector average)-$690K for 4 participants.
- #3,256
- in Other Services (7,719 peers)
- -4.3%
- assets change YoY
The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jt Geritz Inc. Retirement Plan among the smaller filed plans by assets
Jt Geritz Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$690,253 20th percentile higher than 20% 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
Jt Geritz 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. Jt Geritz Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jt Geritz Inc. Retirement Plan reported net income fell from $215K in the plan year 2023 filing to -$31K in the plan year 2024 filing.
- Jt Geritz Inc. Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Jt Geritz Inc. Retirement Plan end-of-year assets fell from $721K in the plan year 2023 filing to $690K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 832333625 · Jt Geritz Inc. PY 2024 · Profit Sharing
Jt Geritz Inc. Retirement Plan · $690K · 4 · 20th
- EBSA $690K
- EBSA 4
- EBSA 20th
- EBSA Profit Sharing
- EBSA near Santa Fe Trail Senior Services Inc
- EBSA ind #3256
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 Other Services retirement plans → · Plans in North Carolina →
Jt Geritz Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $721K |
|---|---|
| Net Assets (End of Year) | $690K |
| Net Income | -$31K |
| Employer EIN | 832333625 |
| Plan Effective Date | 2018-10-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jt Geritz Inc.)
Sponsor-wide plan assets over time
All Jt Geritz Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $690K 36.23674399051035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $507K |
| 2023 | 1 | 3 | $721K |
| 2024 | 1 | 4 | $690K |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
Jt Geritz Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Santa Fe Trail Senior Services Inc in CO ($690K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($690K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
- Tri Lazy W Ranch Profit Sharing Plan (CO) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.