Profit Sharing · DOL Form 5500 · 2023

Jeffrey a. Klemes, D.P.M. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
35th
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
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Official DOL plan name: Jeffrey a. Klemes, D.P.M. Profit Sharing Plan · Sponsored by Jeffrey a. Klemes, D.P.M. · California · Healthcare & Social Assistance

$3M in assets, 1 participants

Jeffrey a. Klemes, D.P.M.'s Jeffrey a. Klemes, D.P.M. Profit Sharing Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,306 in Healthcare & Social Assistance (17,684 peers)

Jeffrey a. Klemes, D.P.M. multi-year trail

Jeffrey a. Klemes, D.P.M.'s plans moved +64.6% in assets from 2022 to 2024; this filing shows Jeffrey a. Klemes, D.P.M. Profit Sharing Plan at $3M / 1 participant.

#6,306
in Healthcare & Social Assistance (17,684 peers)
+36.6%
assets growth YoY

Jeffrey a. Klemes, D.P.M. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jeffrey a. Klemes, D.P.M. Profit Sharing Plan vs every filed plan by assets

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

$2,848,818 35th percentile higher than 35% 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

Jeffrey a. Klemes, D.P.M. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffrey a. Klemes, D.P.M. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeffrey a. Klemes, D.P.M. Profit Sharing Plan reported net income rose from -$752K in the plan year 2022 filing to $763K in the plan year 2023 filing.
  • Jeffrey a. Klemes, D.P.M. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954288091 · Jeffrey a. Klemes, D.P.M. PY 2023 · Profit Sharing

Jeffrey a. Klemes, D.P.M. Profit Sharing Plan · $3M · 1 · 35th

  • EOY $3M
  • EOY 1
  • EOY 35th
  • EOY Profit Sharing
  • EOY near Retirement Plan for Employee of Deya Elevators Services, Inc.
  • EOY ind #6306

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 California →

Jeffrey a. Klemes, D.P.M. Profit Sharing Plan in the asset neighbourhood

Jeffrey a. Klemes, D.P.M. Profit Sharing PlanJeffrey a. Klemes, D.P.M. Pr…$3MRetirement Plan for Employee of Deya Elevators Services, Inc.Retirement Plan for Employee…$3MSomerset Pulmonary & Critical Care Associates PA Profit Sharing PlanSomerset Pulmonary & Critica…$3MGray Holdings, Inc. Retirement PlanGray Holdings, Inc. Retireme…$3MFoster Capital Partners, Inc. Profit Sharing PlanFoster Capital Partners, Inc…$3M
End-of-year total assets ($M) among Jeffrey a. Klemes, D.P.M. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jeffrey a. Klemes, D.P.M. multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey a. Klemes, D.P.M. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 64.5568849616574% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2.09M $3.43M ▲ +64.1%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $3M
2024 1 2 $3M

Jeffrey a. Klemes, D.P.M. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$763K
Employer EIN954288091
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Jeffrey a. Klemes, D.P.M. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Jeffrey a. Klemes, D.P.M. Profit Sharing Plan, Total assets ($B): 0.002848818 · Participants: 1Jeffrey a. Klemes, D.P.M. Profit Sharing PlanIntel 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
Jeffrey a. Klemes, D.P.M. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Jeffrey a. Klemes, D.P.M. Profit Sharing Plan side-by-side with 3 peers →

Jeffrey a. Klemes, D.P.M. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Retirement Plan for Employee of Deya Elevators Services, Inc. in PR ($3M); 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 Jeffrey a. Klemes, D.P.M. Profit Sharing Plan assets move in 2023? ▼
Jeffrey a. Klemes, D.P.M. Profit Sharing Plan surged - up 36.6% during 2023, from $2M to $3M. Reported net income was $763K.
How have Jeffrey a. Klemes, D.P.M. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey a. Klemes, D.P.M.'s sponsor-wide assets grew 64.6%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Jeffrey a. Klemes, D.P.M. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Retirement Plan for Employee of Deya Elevators Services, Inc. in PR ($3M, 209 participants).
Which Profit Sharing plans cover a similar participant headcount to Jeffrey a. Klemes, D.P.M. Profit Sharing Plan? ▼
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 954288091.

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.