Profit Sharing · DOL Form 5500 · 2023

Eric S. Jacob, D.D.S. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
32nd
Percentile by assets National rank
$256,193
Avg per participant Above avg balance/head
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Official DOL plan name: Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust · Sponsored by Eric S. Jacob, D.D.S. · New York · Healthcare & Social Assistance

$2M in assets, 9 participants

Eric S. Jacob, D.D.S.'s Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,576 in Healthcare & Social Assistance (17,684 peers)

Eric S. Jacob, D.D.S. multi-year trail

Eric S. Jacob, D.D.S.'s plans moved +19.8% in assets from 2022 to 2023; this filing shows Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust at $2M / 9 participants.

#5,576
in Healthcare & Social Assistance (17,684 peers)
+19.8%
assets growth YoY

Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust among the smaller filed plans by assets

Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,305,734 32nd percentile higher than 32% 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

Eric S. Jacob, D.D.S. 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. Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust reported net income rose from -$474K in the plan year 2022 filing to $382K in the plan year 2023 filing.
  • Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust reported participants rose from 7 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113597569 · Eric S. Jacob, D.D.S. PY 2023 · Profit Sharing

Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust · $2M · 9 · 32nd

  • VS-ST $2M
  • BOY 9
  • SCH 32nd
  • EBSA Profit Sharing
  • PART near Ray Palmer Associates, Inc. Profit Sharing Plan
  • TYPE ind #5576

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 →

Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust in the asset neighbourhood

Eric S. Jacob, D.D.S. Profit Sharing Plan and TrustEric S. Jacob, D.D.S. Profit…$2MC. Cancela and R. Lastra Retirement PlanC. Cancela and R. Lastra Ret…$2MSanty Hospitality Corporation Retirement PlanSanty Hospitality Corporatio…$2MRay Palmer Associates, Inc. Profit Sharing PlanRay Palmer Associates, Inc. …$2MCornerstone Fabrication Corp. Retirement PlanCornerstone Fabrication Corp…$2M
End-of-year total assets ($M) among Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Eric S. Jacob, D.D.S. multi-year asset trail

Sponsor-wide plan assets over time

All Eric S. Jacob, D.D.S. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.835412591134276% vs 2022
2023 filing year
$1.8M$2M$2.2M$2.4M 20222023 $1.92M $2.31M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 2 18 $2M

Eric S. Jacob, D.D.S. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$382K
Employer EIN113597569
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust 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 ($B) Participants Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust, Total assets ($B): 0.002305734 · Participants: 9Eric S. Jacob, D.D.S. Profit Sharing Plan and TrustAnnuity 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
Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust side-by-side with 3 peers →

Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Ray Palmer Associates, Inc. Profit Sharing Plan in NJ ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); 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 Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust assets move in 2023? ▼
Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust grew sharply - up 19.8% during 2023, from $2M to $2M. Reported net income was $382K.
How have Eric S. Jacob, D.D.S. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Eric S. Jacob, D.D.S.'s sponsor-wide assets grew 19.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Ray Palmer Associates, Inc. Profit Sharing Plan in NJ ($2M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Eric S. Jacob, D.D.S. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K 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 113597569.

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.