Profit Sharing · DOL Form 5500 · 2024

Jbmthree, Inc. Profit Sharing Plan

Data updated 2026-08-25

$557K
Total assets Small plan by assets
13
Participants Small participant base
19th
Percentile by assets National rank
$42,848
Avg per participant Low balance/head
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Official DOL plan name: Jbmthree, Inc. Retirement Plan · Sponsored by Jbmthree, Inc. · Kentucky · Retail Trade

$557K in assets, 13 participants

Jbmthree, Inc.'s Jbmthree, Inc. Retirement Plan reported $557K in total assets and 13 participants 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.

  • #2,371 in Retail Trade (8,048 peers)

What the 2024 filing shows

Jbmthree, Inc. Retirement Plan holds $557K for 13 participants - about $42,848 per participant, among the smaller plans by assets on file.

#2,371
in Retail Trade (8,048 peers)
-0.1%
assets change YoY

The plan reported a net loss of $592 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jbmthree, Inc. Retirement Plan among the smaller filed plans by assets

Jbmthree, Inc. Retirement Plan vs every filed plan by assets

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

$557,023 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

Jbmthree, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jbmthree, Inc. Retirement Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jbmthree, Inc. Retirement Plan reported net income fell from $11 in the plan year 2023 filing to -$592 in the plan year 2024 filing.
  • Jbmthree, Inc. Retirement Plan reported participants rose from 10 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 814522895 · Jbmthree, Inc. PY 2024 · Profit Sharing

Jbmthree, Inc. Retirement Plan · $557K · 13 · 19th

  • EIN $557K
  • EIN 13
  • EIN 19th
  • EIN Profit Sharing
  • EIN near Jessica De Leon Nicholas, D.D.S., Inc. 401(k) Profit Sharing Plan
  • EIN ind #2371

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 Kentucky →

Jbmthree, Inc. Retirement Plan in the asset neighbourhood

Jbmthree, Inc. Retirement PlanJbmthree, Inc. Retirement Pl…$557KJessica De Leon Nicholas, D.D.S., Inc. 401(k) Profit Sharing PlanJessica De Leon Nicholas, D.…$557KImpact Fitness Inc. Retirement PlanImpact Fitness Inc. Retireme…$557KInspired Life Enterprises Inc Retirement PlanInspired Life Enterprises In…$557KJames C Lisak, Md Profit Sharing Keogh PlanJames C Lisak, Md Profit Sha…$557K
End-of-year total assets ($M) among Jbmthree, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$558K
Net Assets (End of Year)$557K
Net Income-$592
Employer EIN814522895
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jbmthree, Inc.)

Sponsor-wide plan assets over time

All Jbmthree, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$557K 0.10419580921227252% vs 2022
2024 filing year
$0.56M 202220232024 $0.56M $0.56M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 11 $558K
2023 1 10 $558K
2024 1 13 $557K

Nearby Profit Sharing Plans in Kentucky

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

Jbmthree, Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Jbmthree, Inc. Retirement Plan, Total assets ($B): 0.000557023 · Participants: 13Jbmthree, Inc. Retirement PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.941175586 · Participants: 29259Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.310607828 · Participants: 1368IBEW Local 150 Supplemental Pension FundMed Center Health Retirement Savings Plan, Total assets ($B): 0.098723351 · Participants: 3155Med Center Health Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.038855365 · Participants: 594Dismas Charities, Inc. Retirement PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.038566019 · Participants: 220Ball Homes, LLC Retirement Plan
Jbmthree, Inc. Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Jbmthree, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest Profit Sharing by assets is Jessica De Leon Nicholas, D.D.S., Inc. 401(k) Profit Sharing Plan in CA ($557K); by covered participants it is Rolls Anderson & Rolls Profit Sharing Plan in CA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Jbmthree, Inc. Retirement Plan assets move in 2024? ▼
Jbmthree, Inc. Retirement Plan held essentially flat - down 0.1% during 2024, from $558K to $557K. Reported net income was -$592.
How have Jbmthree, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jbmthree, Inc.'s sponsor-wide assets declined 0.1%, from $558K to $557K.
Where does Jbmthree, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Jbmthree, 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 Jbmthree, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jessica De Leon Nicholas, D.D.S., Inc. 401(k) Profit Sharing Plan in CA ($557K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Jbmthree, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rolls Anderson & Rolls Profit Sharing Plan in CA (13 participants, $11M 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 814522895.

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.