Profit Sharing · DOL Form 5500 · 2022
The J. David Gladstone Institutes Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $20,678
- Avg per participant Low balance/head
Official DOL plan name: The J. David Gladstone Institutes Post-Doctoral Fellows Profit Sharing Plan and Trust · Sponsored by The J. David Gladstone Institutes · California · Professional & Technical Services
$1M in assets, 69 participants
The J. David Gladstone Institutes's The J. David Gladstone Institutes Post-Doctoral Fellows Profit Sharing Plan and Trust reported $1M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #5,463 in Professional & Technical Services (21,562 peers)
The J. David Gladstone Institutes multi-year trail
The J. David Gladstone Institutes's plans moved +37.8% in assets from 2022 to 2024; this filing shows The J. David Gladstone Institutes Post-Doctoral Fellows Profit Sharing Plan and Trust at $1M / 69 participants.
- #5,463
- in Professional & Technical Services (21,562 peers)
- -13.2%
- assets change YoY
The plan reported a net loss of $218K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The J. David Gladstone Institutes Post-Doctoral Fellows Profit Sharing Plan and Trust among the smaller filed plans by assets
The J. David Gladstone Institutes Post-Doctoral Fellows Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,426,795 29th percentile higher than 29% 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
The J. David Gladstone Institutes Post-Doctoral Fellows Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The J. David Gladstone Institutes Post-Doctoral Fellows Profit Sharing Plan and Trust is a small filing (69 participants) on this national headcount ladder.
DOL schedule card
Filing strip 237203666 · The J. David Gladstone Institutes PY 2022 · Profit Sharing
The J. David Gladstone Institutes Post-Doctoral Fellows Profit Sharing Plan and Trust · $1M · 69 · 29th
- 5500 $1M
- 5500 69
- 5500 29th
- 5500 Profit Sharing
- 5500 near Alberto Ortiz Carrasquillo Money Purchase
- 5500 ind #5463
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 →
The J. David Gladstone Institutes Post-Doctoral Fellows Profit Sharing Plan and Trust in the asset neighbourhood
The J. David Gladstone Institutes multi-year asset trail
Sponsor-wide plan assets over time
All The J. David Gladstone Institutes plans reported in each filing year
- Latest sponsor-wide plan assets
- $169M 37.76069358362105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 832 | $122M |
| 2023 | 3 | 970 | $148M |
| 2024 | 3 | 1,093 | $169M |
The J. David Gladstone Institutes filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$218K |
| Employer EIN | 237203666 |
| Plan Effective Date | 2009-01-01 |
| 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
The J. David Gladstone Institutes Post-Doctoral Fellows 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 Alberto Ortiz Carrasquillo Money Purchase in PR ($1M); by covered participants it is Endodontic Associates, P.C. Employees Retirement Profit Sharing Plan in MI (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (69 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.