Profit Sharing · DOL Form 5500 · 2022
David a. Jacoby, M.D. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $365,187
- Avg per participant High balance/head
Official DOL plan name: David a. Jacoby, M.D., Money Purchase Pension Plan · Sponsored by David a. Jacoby, M.D. · California · Healthcare & Social Assistance
$1M in assets, 4 participants
David a. Jacoby, M.D.'s David a. Jacoby, M.D., Money Purchase Pension Plan reported $1M in total assets and 4 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.
- #5,689 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
David a. Jacoby, M.D., Money Purchase Pension Plan holds $1M for 4 participants - about $365,187 per participant, in the lower half of filed plans by assets.
- #5,689
- in Healthcare & Social Assistance (20,060 peers)
- -2.7%
- assets change YoY
The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
David a. Jacoby, M.D., Money Purchase Pension Plan among the smaller filed plans by assets
David a. Jacoby, M.D., Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,460,749 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
David a. Jacoby, M.D., Money Purchase Pension 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. David a. Jacoby, M.D., Money Purchase Pension Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 942354003 · David a. Jacoby, M.D. PY 2022 · Profit Sharing
David a. Jacoby, M.D., Money Purchase Pension Plan · $1M · 4 · 29th
- RANK $1M
- PHOTO 4
- IND 29th
- EOY Profit Sharing
- 5500 near Daniel Daniluk LLC Employees Profit Sharing Plan
- ASSETS ind #5689
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 →
David a. Jacoby, M.D., Money Purchase Pension Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$41K |
| Employer EIN | 942354003 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (David a. Jacoby, M.D.)
Sponsor-wide plan assets over time
All David a. Jacoby, M.D. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 2.5077545834363058% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $1M |
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
David a. Jacoby, M.D., Money Purchase Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Daniel Daniluk LLC Employees Profit Sharing Plan in OH ($1M); by covered participants it is Precision Signs, Inc. Retirement Plan in NC (4 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 (4 participants); asset peers above are excluded.
- Precision Signs, Inc. Retirement Plan (NC) 4 · 0 off
- Reed & Reed Profit Sharing Plan (TX) 4 · 0 off
- Kimsink Enterprises Inc. Retirement Plan (MD) 4 · 0 off
- Pedretti 6 Inc. Retirement Plan (PA) 4 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.