401(k) · DOL Form 5500 · 2023

Jacqueline T. Martin, PLLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$577,206
Avg per participant High balance/head
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Official DOL plan name: Jacqueline T. Martin 401(k) Profit Sharing Plan · Sponsored by Jacqueline T. Martin, PLLC · New York · Professional & Technical Services

$2M in assets, 3 participants

Jacqueline T. Martin, PLLC's Jacqueline T. Martin 401(k) Profit Sharing Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,971 in Professional & Technical Services (20,321 peers)

Jacqueline T. Martin, PLLC multi-year trail

Jacqueline T. Martin, PLLC's plans moved +35.7% in assets from 2023 to 2024; this filing shows Jacqueline T. Martin 401(k) Profit Sharing Plan at $2M / 3 participants.

#4,971
in Professional & Technical Services (20,321 peers)
+34.2%
assets growth YoY

Jacqueline T. Martin 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jacqueline T. Martin 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,731,619 29th percentile higher than 29% 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

Jacqueline T. Martin 401(k) 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. Jacqueline T. Martin 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 141811412 · Jacqueline T. Martin, PLLC PY 2023 · 401(k)

Jacqueline T. Martin 401(k) Profit Sharing Plan · $2M · 3 · 29th

  • VS-ST $2M
  • VS-ST 3
  • VS-ST 29th
  • VS-ST 401(k)
  • VS-ST near Robin Sue Kaiserman 401(k) Profit Sharing Plan
  • VS-ST ind #4971

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 New York →

Jacqueline T. Martin 401(k) Profit Sharing Plan in the asset neighbourhood

Jacqueline T. Martin 401(k) Profit Sharing PlanJacqueline T. Martin 401(k) …$2MRobin Sue Kaiserman 401(k) Profit Sharing PlanRobin Sue Kaiserman 401(k) P…$2MCheck Capital Management 401(k) Profit Sharing Plan & TrustCheck Capital Management 401…$2MWeaver Ip 401(k) Profit Sharing Plan & TrustWeaver Ip 401(k) Profit Shar…$2MInternational Association of It Asset Managers 401(k) PlanInternational Association of…$2M
End-of-year total assets ($M) among Jacqueline T. Martin 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jacqueline T. Martin, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Jacqueline T. Martin, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 35.698903742682425% vs 2023
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 20232024 $1.73M $2.35M ▲ +35.8%
Year Plans Participants Total Assets
2023 1 3 $2M
2024 1 3 $2M

Jacqueline T. Martin, PLLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$441K
Employer EIN141811412
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jacqueline T. Martin 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jacqueline T. Martin 401(k) Profit Sharing Plan, Total assets ($B): 0.001731619 · Participants: 3Jacqueline T. Martin 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Jacqueline T. Martin 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jacqueline T. Martin 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jacqueline T. Martin 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Robin Sue Kaiserman 401(k) Profit Sharing Plan in AZ ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jacqueline T. Martin 401(k) Profit Sharing Plan assets move in 2023? ▼
Jacqueline T. Martin 401(k) Profit Sharing Plan surged - up 34.2% during 2023, from $1M to $2M. Reported net income was $441K.
How have Jacqueline T. Martin, PLLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jacqueline T. Martin, PLLC's sponsor-wide assets grew 35.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Jacqueline T. Martin 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robin Sue Kaiserman 401(k) Profit Sharing Plan in AZ ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Jacqueline T. Martin 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 141811412.

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.