Profit Sharing · DOL Form 5500 · 2023

Jessica Plotnick, PA, P.C. Profit Sharing Plan

Data updated 2026-08-25

$855K
Total assets Small plan by assets
N/A
Participants Small participant base
22nd
Percentile by assets National rank
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Official DOL plan name: Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan · Sponsored by Jessica Plotnick, PA, P.C. · New York · Healthcare & Social Assistance

$855K in assets, N/A participants

Jessica Plotnick, PA, P.C.'s Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan reported $855K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,165 in Healthcare & Social Assistance (17,684 peers)

Jessica Plotnick, PA, P.C. multi-year trail

Jessica Plotnick, PA, P.C.'s plans moved +48.3% in assets from 2022 to 2024; this filing shows Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan at $855K / N/A participants.

#3,165
in Healthcare & Social Assistance (17,684 peers)
+17.1%
assets growth YoY

Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan among the smaller filed plans by assets

Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan vs every filed plan by assets

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

$854,723 22nd percentile higher than 22% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan reported net income rose from -$114K in the plan year 2022 filing to $125K in the plan year 2023 filing.
  • Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan reported participants fell from 2 in the plan year 2022 filing to N/A in the plan year 2023 filing.
  • Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan end-of-year assets rose from $730K in the plan year 2022 filing to $855K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 203318176 · Jessica Plotnick, PA, P.C. PY 2023 · Profit Sharing

Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan · $855K · N/A · 22nd

  • BOOK $855K
  • VS-ST N/A
  • BOY 22nd
  • SCH Profit Sharing
  • EBSA near Alliance Healthcare Services, Inc. Employer
  • PART ind #3165

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 New York →

Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan in the asset neighbourhood

Alliance Healthcare Services, Inc. EmployerAlliance Healthcare Services…$855KDr. Edwin I. Lugo Lugo Retirement PlanDr. Edwin I. Lugo Lugo Retir…$856KJessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing PlanJessica Plotnick, PA, P.C. M…$855KPkhk Inc. Profit Sharing Plan$854KJames H Farmer Dmd PC Psrp Profit Sharing PlanJames H Farmer Dmd PC Psrp P…$854K
End-of-year total assets ($M) among Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jessica Plotnick, PA, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Jessica Plotnick, PA, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 48.30062394735435% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.73M $1.08M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 2 $730K
2023 1 N/A $855K
2024 1 2 $1M

Jessica Plotnick, PA, P.C. filing trail (2023)

Total Assets (Beginning of Year)$730K
Net Assets (End of Year)$855K
Net Income$125K
Employer EIN203318176
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan, Total assets ($B): 0.000854723 · Participants: 0Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan side-by-side with 3 peers →

Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside New York, the nearest Profit Sharing by end-of-year assets is Alliance Healthcare Services, Inc. Employer in TN at $855K (this filing: $855K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($855K here).

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 Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan assets move in 2023? ▼
Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan grew sharply - up 17.1% during 2023, from $730K to $855K. Reported net income was $125K.
How have Jessica Plotnick, PA, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jessica Plotnick, PA, P.C.'s sponsor-wide assets grew 48.3%, from $730K to $1M.
Where does Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Alliance Healthcare Services, Inc. Employer in TN ($855K, 111 participants).

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 203318176.

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.