Profit Sharing · DOL Form 5500 · 2022

Jacque J. Sokolov, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
3
Participants Small participant base
62nd
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
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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.

  • #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.

#13,499
in Healthcare & Social Assistance (20,060 peers)
-13.4%
assets change YoY

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. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jacque J. Sokolov, Inc. Profit Sharing Plan vs every filed plan by assets

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

$8,472,982 Top 38% higher than 62% 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

Jacque J. Sokolov, Inc. 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. Jacque J. Sokolov, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 954251501 · Jacque J. Sokolov, Inc. PY 2022 · Profit Sharing

Jacque J. Sokolov, Inc. Profit Sharing Plan · $8M · 3 · 62nd

  • PHOTO $8M
  • IND 3
  • EOY 62nd
  • 5500 Profit Sharing
  • ASSETS near Cerenity Senior Care Employee Retirement Plan
  • PCT ind #13499

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Jacque J. Sokolov, Inc. Profit Sharing Plan in the asset neighbourhood

Cerenity Senior Care Employee Retirement PlanCerenity Senior Care Employe…$8MUnion Amcor Investment Profit Sharing PlanUnion Amcor Investment Profi…$8MCollegiate Academies 403(b) PlanCollegiate Academies 403(b) …$8MJacque J. Sokolov, Inc. Profit Sharing PlanJacque J. Sokolov, Inc. Prof…$8MOpcmia Local 526 Annuity Plan$8M
End-of-year total assets ($M) among Jacque J. Sokolov, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jacque J. Sokolov, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jacque J. Sokolov, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 138.90319842530056% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.47M $20.2M ▲ +139.0%
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 EIN954251501
Plan Effective Date1994-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Jacque J. Sokolov, Inc. Profit Sharing Plan, Total assets ($B): 0.008472982 · Participants: 3Jacque J. Sokolov, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Jacque J. Sokolov, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Jacque J. Sokolov, Inc. Profit Sharing Plan side-by-side with 3 peers →

Jacque J. Sokolov, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Cerenity Senior Care Employee Retirement Plan in MN ($8M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jacque J. Sokolov, Inc. Profit Sharing Plan assets move in 2022? ▼
Jacque J. Sokolov, Inc. Profit Sharing Plan pulled back noticeably - down 13.4% during 2022, from $10M to $8M. Reported net income was -$1M.
How have Jacque J. Sokolov, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacque J. Sokolov, Inc.'s sponsor-wide assets grew 138.9%, from $8M to $20M.
Which Profit Sharing plans are similar in size to Jacque J. Sokolov, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cerenity Senior Care Employee Retirement Plan in MN ($8M, 699 participants).
Which Profit Sharing plans cover a similar participant headcount to Jacque J. Sokolov, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 954251501.

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.