Profit Sharing · DOL Form 5500 · 2023

Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
31st
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust · Sponsored by Hartley E. Jackson III, Accountant, Inc. · California · Professional & Technical Services

$2M in assets, 1 participants

Hartley E. Jackson III, Accountant, Inc.'s Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,536 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust holds $2M for 1 participant - about $2.1M per participant, in the lower half of filed plans by assets.

#5,536
in Professional & Technical Services (20,321 peers)
+0.7%
assets growth YoY

Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust among the smaller filed plans by assets

Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,130,741 31st percentile higher than 31% of 127,068 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 2023

Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust reported net income rose from -$380K in the plan year 2022 filing to $15K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953445811 · Hartley E. Jackson III, Accountant, Inc. PY 2023 · Profit Sharing

Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust · $2M · 1 · 31st

  • BOOK $2M
  • BOOK 1
  • BOOK 31st
  • BOOK Profit Sharing
  • BOOK near Cst Law Retirement Plan
  • BOOK ind #5536

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 →

Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and TrustHartley E. Jackson III, Acco…$2MCst Law Retirement Plan$2MKendrick Incorporated Retirement PlanKendrick Incorporated Retire…$2MMarc Allen, Profit Sharing Plan and TrustMarc Allen, Profit Sharing P…$2MDermatologic Surgery Center Profit Sharing PlanDermatologic Surgery Center …$2M
End-of-year total assets ($M) among Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$15K
Employer EIN953445811
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hartley E. Jackson III, Accountant, Inc.)

Sponsor-wide plan assets over time

All Hartley E. Jackson III, Accountant, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.5573997044173393% vs 2022
2024 filing year
$2.1M$2.12M$2.14M$2.16M$2.18M 202220232024 $2.12M $2.17M ▲ +2.4%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby Profit Sharing Plans in California

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

Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.002130741 · Participants: 1Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and TrustIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Hartley E. Jackson III, Accountant, Inc. 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 Cst Law Retirement Plan in PR ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust held essentially flat - up 0.7% during 2023, from $2M to $2M. Reported net income was $15K.
How have Hartley E. Jackson III, Accountant, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hartley E. Jackson III, Accountant, Inc.'s sponsor-wide assets grew 2.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Cst Law Retirement Plan in PR ($2M, 34 participants).
Which Profit Sharing plans cover a similar participant headcount to Hartley E. Jackson III, Accountant, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953445811.

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.