Profit Sharing · DOL Form 5500 · 2022

E. Jacob, M.D., P.a. Profit Sharing Plan

Data updated 2026-08-25

$811K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$202,650
Avg per participant Above avg balance/head
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Official DOL plan name: E. Jacob, M.D., P.a. Profit Sharing Trust · Sponsored by E. Jacob, M.D., P.a. · Florida · Healthcare & Social Assistance

$811K in assets, 4 participants

E. Jacob, M.D., P.a.'s E. Jacob, M.D., P.a. Profit Sharing Trust reported $811K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,905 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

E. Jacob, M.D., P.a. Profit Sharing Trust holds $811K for 4 participants - about $202,650 per participant, among the smaller plans by assets on file.

#3,905
in Healthcare & Social Assistance (20,060 peers)
-3.5%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

E. Jacob, M.D., P.a. Profit Sharing Trust among the smaller filed plans by assets

E. Jacob, M.D., P.a. Profit Sharing Trust vs every filed plan by assets

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

$810,598 23rd percentile higher than 23% 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

E. Jacob, M.D., P.a. Profit Sharing Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E. Jacob, M.D., P.a. Profit Sharing Trust is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 593563351 · E. Jacob, M.D., P.a. PY 2022 · Profit Sharing

E. Jacob, M.D., P.a. Profit Sharing Trust · $811K · 4 · 23rd

  • IND $811K
  • IND 4
  • IND 23rd
  • IND Profit Sharing
  • IND near The Dubose Corporation Retirement Plan
  • IND ind #3905

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 Florida →

E. Jacob, M.D., P.a. Profit Sharing Trust in the asset neighbourhood

E. Jacob, M.D., P.a. Profit Sharing TrustE. Jacob, M.D., P.a. Profit …$811KThe Dubose Corporation Retirement PlanThe Dubose Corporation Retir…$811KArnold & Coulter, Cpas, Apc Profit Sharing PlanArnold & Coulter, Cpas, Apc …$811KJanus Films Company Employees Profit-Sharing PlanJanus Films Company Employee…$810KAxel Wilberto Velez Santiago Csp Retirement PlanAxel Wilberto Velez Santiago…$811K
End-of-year total assets ($M) among E. Jacob, M.D., P.a. Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$840K
Net Assets (End of Year)$811K
Net Income-$30K
Employer EIN593563351
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E. Jacob, M.D., P.a.)

Sponsor-wide plan assets over time

All E. Jacob, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$828K 2.0951198991361935% vs 2022
2024 filing year
$0.79M$0.8M$0.81M$0.82M$0.83M$0.84M 202220232024 $0.81M $0.83M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 4 $811K
2023 1 4 $796K
2024 1 4 $828K

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

E. Jacob, M.D., P.a. Profit Sharing Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants E. Jacob, M.D., P.a. Profit Sharing Trust, Total assets ($B): 0.000810598 · Participants: 4E. Jacob, M.D., P.a. Profit Sharing TrustRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
E. Jacob, M.D., P.a. Profit Sharing Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants

E. Jacob, M.D., P.a. Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is The Dubose Corporation Retirement Plan in MA ($811K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 E. Jacob, M.D., P.a. Profit Sharing Trust assets move in 2022?
E. Jacob, M.D., P.a. Profit Sharing Trust edged down modestly - down 3.5% during 2022, from $840K to $811K. Reported net income was -$30K.
How have E. Jacob, M.D., P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), E. Jacob, M.D., P.a.'s sponsor-wide assets grew 2.1%, from $811K to $828K.
Where does E. Jacob, M.D., P.a. Profit Sharing Trust rank by assets among Form 5500 filers?
E. Jacob, M.D., P.a. Profit Sharing Trust ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to E. Jacob, M.D., P.a. Profit Sharing Trust?
Among Profit Sharing plans in other states, the closest by assets is The Dubose Corporation Retirement Plan in MA ($811K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to E. Jacob, M.D., P.a. Profit Sharing Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A in assets).