Profit Sharing · DOL Form 5500 · 2022
Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $2.1M
- Avg per participant High balance/head
Official DOL plan name: Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust · Sponsored by Hartley E. Jackson III, Accountant, Inc. · California · Professional & Technical Services
$2M in assets, 1 participants
Hartley E. Jackson III, Accountant, Inc.'s Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #6,742 in Professional & Technical Services (21,562 peers)
2022 asset change
Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust declined sharply 15.2% in 2022 ($2M → $2M) for 1 participant.
- #6,742
- in Professional & Technical Services (21,562 peers)
- -15.2%
- assets change YoY
The plan reported a net loss of $380K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,115,821 35th percentile higher than 35% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 953445811 · Hartley E. Jackson III, Accountant, Inc. PY 2022 · Profit Sharing
Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust · $2M · 1 · 35th
- 5500 $2M
- ASSETS 1
- PCT 35th
- EIN Profit Sharing
- RANK near Bender Jcc of Greater Washington 403(b) Retirement Plan
- PHOTO ind #6742
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 Professional & Technical Services retirement plans → · Plans in California →
Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust in the asset neighbourhood
Hartley E. Jackson III, Accountant, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Hartley E. Jackson III, Accountant, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 2.5573997044173393% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$380K |
| Employer EIN | 953445811 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Bender Jcc of Greater Washington 403(b) Retirement Plan in MD ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.