Profit Sharing · DOL Form 5500 · 2024
Joe Inc Enterprises Profit Sharing Plan
Data updated 2026-08-25
- $2K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $1,845
- Avg per participant Low balance/head
Official DOL plan name: Joe Inc Enterprises Profit Sharing Plan · Sponsored by Joe Inc Enterprises · California · Wholesale Trade
$2K in assets, 1 participants
Joe Inc Enterprises's Joe Inc Enterprises Profit Sharing Plan reported $2K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 1st 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.
- #29 in Wholesale Trade (6,080 peers)
Joe Inc Enterprises multi-year trail
Joe Inc Enterprises's plans moved -38.0% in assets from 2022 to 2024; this filing shows Joe Inc Enterprises Profit Sharing Plan at $2K / 1 participant.
- #29
- in Wholesale Trade (6,080 peers)
- -25.6%
- assets change YoY
The plan reported a net loss of $635 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Joe Inc Enterprises Profit Sharing Plan among the smaller filed plans by assets
Joe Inc Enterprises Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,845 1st percentile higher than 1% 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
Joe Inc Enterprises 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. Joe Inc Enterprises Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Joe Inc Enterprises Profit Sharing Plan reported net income fell from -$496 in the plan year 2023 filing to -$635 in the plan year 2024 filing.
- Joe Inc Enterprises Profit Sharing Plan end-of-year assets fell from $2K in the plan year 2023 filing to $2K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 203717789 · Joe Inc Enterprises PY 2024 · Profit Sharing
Joe Inc Enterprises Profit Sharing Plan · $2K · 1 · 1st
- EBSA $2K
- EBSA 1
- EBSA 1st
- EBSA Profit Sharing
- EBSA near Valley Forge Military Academy Foundation Retirement Plan
- EBSA ind #29
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 California →
Joe Inc Enterprises Profit Sharing Plan in the asset neighbourhood
Joe Inc Enterprises multi-year asset trail
Sponsor-wide plan assets over time
All Joe Inc Enterprises plans reported in each filing year
- Latest sponsor-wide plan assets
- $2K 38.00403225806452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $3K |
| 2023 | 1 | 1 | $2K |
| 2024 | 1 | 1 | $2K |
Joe Inc Enterprises filing trail (2024)
| Total Assets (Beginning of Year) | $2K |
|---|---|
| Net Assets (End of Year) | $2K |
| Net Income | -$635 |
| Employer EIN | 203717789 |
| Plan Effective Date | 2005-10-30 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Joe Inc Enterprises Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Valley Forge Military Academy Foundation Retirement Plan in PA ($2K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2K here).
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.