401(k) · DOL Form 5500 · 2022

Jeffrey E. Donfeld, a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
5
Participants Small participant base
64th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan · Sponsored by Jeffrey E. Donfeld, a Professional Corporation · California · Professional & Technical Services

$9M in assets, 5 participants

Jeffrey E. Donfeld, a Professional Corporation's Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan reported $9M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,468 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan holds $9M for 5 participants - about $1.9M per participant, above the median plan by assets.

#13,468
in Professional & Technical Services (21,562 peers)
+0.2%
assets growth YoY

Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,492,577 Top 36% higher than 64% of 139,123 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 2022

Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 953957124 · Jeffrey E. Donfeld, a Professional Corporation PY 2022 · 401(k)

Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan · $9M · 5 · 64th

  • RANK $9M
  • PHOTO 5
  • IND 64th
  • EOY 401(k)
  • 5500 near Stewart Home & School, LLC Retirement Plan
  • ASSETS ind #13468

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 →

Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan in the asset neighbourhood

Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing PlanJeffrey E. Donfeld, a Profes…$9MStewart Home & School, LLC Retirement PlanStewart Home & School, LLC R…$9MHealthcrest Surgical 401(k) PlanHealthcrest Surgical 401(k) …$9MRivervest Venture Management, LLC Profit Sharing PlanRivervest Venture Management…$9MUnited Metro Energy Corp. 401(k) Profit Sharing Plan & TrustUnited Metro Energy Corp. 40…$9M
End-of-year total assets ($M) among Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$23K
Employer EIN953957124
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jeffrey E. Donfeld, a Professional Corporation)

Sponsor-wide plan assets over time

All Jeffrey E. Donfeld, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 7.269290520371865% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M 202220232024 $9.49M $10.2M ▲ +7.3%
Year Plans Participants Total Assets
2022 1 5 $9M
2023 1 5 $10M
2024 1 4 $10M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan, Total assets ($B): 0.009492577 · Participants: 5Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stewart Home & School, LLC Retirement Plan in KY ($9M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); 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.

Frequently Asked Questions

How did Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan assets move in 2022? ▼
Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan held essentially flat - up 0.2% during 2022, from $9M to $9M. Reported net income was $23K.
How have Jeffrey E. Donfeld, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey E. Donfeld, a Professional Corporation's sponsor-wide assets grew 7.3%, from $9M to $10M.
Which 401(k) plans are similar in size to Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stewart Home & School, LLC Retirement Plan in KY ($9M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey E. Donfeld, a Professional Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953957124.

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.