Profit Sharing · DOL Form 5500 · 2023

Jacobson Holman PLLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
29
Participants Small participant base
30th
Percentile by assets National rank
$68,535
Avg per participant Below avg balance/head
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Official DOL plan name: Jacobson, Holman PLLC Profit-Sharing Plan · Sponsored by Jacobson Holman PLLC · District of Columbia · Professional & Technical Services

$2M in assets, 29 participants

Jacobson Holman PLLC's Jacobson, Holman PLLC Profit-Sharing Plan reported $2M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,352 in Professional & Technical Services (20,321 peers)

Jacobson Holman PLLC multi-year trail

Jacobson Holman PLLC's plans moved +19.3% in assets from 2022 to 2023; this filing shows Jacobson, Holman PLLC Profit-Sharing Plan at $2M / 29 participants.

#5,352
in Professional & Technical Services (20,321 peers)
+16.2%
assets growth YoY

Jacobson, Holman PLLC Profit-Sharing Plan among the smaller filed plans by assets

Jacobson, Holman PLLC Profit-Sharing Plan vs every filed plan by assets

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

$1,987,516 30th percentile higher than 30% 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

Jacobson, Holman PLLC Profit-Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jacobson, Holman PLLC Profit-Sharing Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacobson, Holman PLLC Profit-Sharing Plan reported net income rose from -$558K in the plan year 2022 filing to $277K in the plan year 2023 filing.
  • Jacobson, Holman PLLC Profit-Sharing Plan reported participants rose from 17 in the plan year 2022 filing to 29 in the plan year 2023 filing.
  • Jacobson, Holman PLLC Profit-Sharing Plan 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 →

EBSA filing schedule strip

Filing strip 520893601 · Jacobson Holman PLLC PY 2023 · Profit Sharing

Jacobson, Holman PLLC Profit-Sharing Plan · $2M · 29 · 30th

  • PART $2M
  • PART 29
  • PART 30th
  • PART Profit Sharing
  • PART near Loi Luu, M.D., Inc. Profit Sharing Plan
  • PART ind #5352

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 District of Columbia →

Jacobson, Holman PLLC Profit-Sharing Plan in the asset neighbourhood

Jacobson, Holman PLLC Profit-Sharing PlanJacobson, Holman PLLC Profit…$2MLoi Luu, M.D., Inc. Profit Sharing PlanLoi Luu, M.D., Inc. Profit S…$2MCinnamon Hills Matching Plan$2MChristophe Sevrain LLC Mpp$2MHylind Search Company Profit Sharing PlanHylind Search Company Profit…$2M
End-of-year total assets ($M) among Jacobson, Holman PLLC Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jacobson Holman PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Jacobson Holman PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.30020016930869% vs 2022
2023 filing year
$4.5M$5M$5.5M$6M 20222023 $4.94M $5.9M ▲ +19.4%
Year Plans Participants Total Assets
2022 2 31 $5M
2023 2 41 $6M

Jacobson Holman PLLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$277K
Employer EIN520893601
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in District of Columbia

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

Jacobson, Holman PLLC Profit-Sharing Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants Jacobson, Holman PLLC Profit-Sharing Plan, Total assets ($M): 1.987516 · Participants: 29Jacobson, Holman PLLC Profit-Sharing PlanI.a.M. National 401(k) Plan, Total assets ($M): 828.140673 · Participants: 33154I.a.M. National 401(k) PlanWilliams & Connolly LLP Profit Sharing Plan and Trust, Total assets ($M): 255.449348 · Participants: 682Williams & Connolly LLP Profit Sharing Plan and TrustArentfox Schiff Profit Sharing Plan, Total assets ($M): 253.029043 · Participants: 763Arentfox Schiff Profit Sharing PlanTiaa-Cref Retirement Plan for All Employees of the Aspen Inst., Total assets ($M): 173.335713 · Participants: 531Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.The Medical Faculty Associates 401(a) Retirement Plan, Total assets ($M): 114.280635 · Participants: 1042The Medical Faculty Associates 401(a) Retirement Plan
Jacobson, Holman PLLC Profit-Sharing Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants
Compare Jacobson, Holman PLLC Profit-Sharing Plan side-by-side with 3 peers →

Jacobson, Holman PLLC Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside District of Columbia, the nearest Profit Sharing by assets is Loi Luu, M.D., Inc. Profit Sharing Plan in CA ($2M); by covered participants it is K.D.G., Inc. Profit Sharing Plan in IN (29 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Jacobson, Holman PLLC Profit-Sharing Plan assets move in 2023? ▼
Jacobson, Holman PLLC Profit-Sharing Plan grew sharply - up 16.2% during 2023, from $2M to $2M. Reported net income was $277K.
How have Jacobson Holman PLLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jacobson Holman PLLC's sponsor-wide assets grew 19.3%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Jacobson, Holman PLLC Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Loi Luu, M.D., Inc. Profit Sharing Plan in CA ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Jacobson, Holman PLLC Profit-Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is K.D.G., Inc. Profit Sharing Plan in IN (29 participants, $2M 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 520893601.

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.