Profit Sharing · DOL Form 5500 · 2022
Jacque J. Sokolov, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $8M
- Total assets
- 3
- Participants
- 62nd
- Percentile by assets
- $2.8M
- Avg per participant
Official DOL plan name: Jacque J. Sokolov, Inc. Profit Sharing Plan · Sponsored by Jacque J. Sokolov, Inc. · California · Healthcare & Social Assistance
$8M in assets, 3 participants
Jacque J. Sokolov, Inc.'s Jacque J. Sokolov, Inc. Profit Sharing Plan reported $8M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- 62nd percentile by assets (of 139,126 plans)
- #13,499 in Healthcare & Social Assistance (20,060 peers)
Jacque J. Sokolov, Inc. multi-year trail
Jacque J. Sokolov, Inc.'s plans moved +138.9% in assets from 2022 to 2024; this filing shows Jacque J. Sokolov, Inc. Profit Sharing Plan at $8M / 3 participants.
- $8M
- total plan assets (2022 EOY)
- 3
- covered participants
- 62nd
- percentile by assets (of 139,126 plans)
- $2.8M
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jacque J. Sokolov, Inc. across 3 plan years on file
Across the 3 plan years Jacque J. Sokolov, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $20M, a gain of 138.9%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($8M).
Jacque J. Sokolov, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $8M |
| 2023 | 1 | 3 | $16M |
| 2024 | 1 | 3 | $20M |
Jacque J. Sokolov, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 954251501 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Jacque J. Sokolov, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Jacque J. Sokolov, Inc. Profit Sharing Plan by total assets, not by location.
- Cerenity Senior Care Employee Retirement Plan (MN) $8M · 699
- Opcmia Local 526 Annuity Plan (PA) $8M · 542
- Union Amcor Investment Profit Sharing Plan (WI) $8M · 628
- Collegiate Academies 403(b) Plan (LA) $8M · 504
Frequently Asked Questions
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Multi-year trail
Ways to act on Jacque J. Sokolov, Inc. Profit Sharing Plan's numbers.
- By total assets, Jacque J. Sokolov, Inc. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Jacque J. Sokolov, Inc.'s sponsor-wide assets have grown 138.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans