Profit Sharing · DOL Form 5500 · 2023

The J. David Gladstone Institutes Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
93
Participants Small participant base
29th
Percentile by assets National rank
$18,185
Avg per participant Low balance/head
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Official DOL plan name: The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust · Sponsored by The J. David Gladstone Institutes · California · Professional & Technical Services

$2M in assets, 93 participants

The J. David Gladstone Institutes's The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust reported $2M in total assets and 93 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.

  • #4,908 in Professional & Technical Services (20,321 peers)

The J. David Gladstone Institutes multi-year trail

The J. David Gladstone Institutes's plans moved +37.8% in assets from 2022 to 2024; this filing shows The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust at $2M / 93 participants.

#4,908
in Professional & Technical Services (20,321 peers)
+18.5%
assets growth YoY

The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust among the smaller filed plans by assets

The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,691,204 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

The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust reported net income rose from -$218K in the plan year 2022 filing to $264K in the plan year 2023 filing.
  • The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust reported participants rose from 69 in the plan year 2022 filing to 93 in the plan year 2023 filing.
  • The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust end-of-year assets rose from $1M 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 237203666 · The J. David Gladstone Institutes PY 2023 · Profit Sharing

The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust · $2M · 93 · 29th

  • PART $2M
  • PART 93
  • PART 29th
  • PART Profit Sharing
  • PART near G.E.M. Contractors, Inc. Profit Sharing Plan
  • PART ind #4908

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 California →

The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust in the asset neighbourhood

The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and TrustThe J. David Gladstone Insti…$2MG.E.M. Contractors, Inc. Profit Sharing PlanG.E.M. Contractors, Inc. Pro…$2MAci-Herzog 401(k)-Non-Union Employees PlanAci-Herzog 401(k)-Non-Union …$2MMichael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & TrustMichael S. Bogenschutz Profi…$2MAkt Enterprises, Inc. Profit Sharing PlanAkt Enterprises, Inc. Profit…$2M
End-of-year total assets ($M) among The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The J. David Gladstone Institutes multi-year asset trail

Sponsor-wide plan assets over time

All The J. David Gladstone Institutes plans reported in each filing year

Latest sponsor-wide plan assets
$169M 37.76069358362105% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $122M $169M ▲ +37.8%
Year Plans Participants Total Assets
2022 3 832 $122M
2023 3 970 $148M
2024 3 1,093 $169M

The J. David Gladstone Institutes filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$264K
Employer EIN237203666
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust, Total assets ($B): 0.001691204 · Participants: 93The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and TrustIntel 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
The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust side-by-side with 3 peers →

The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is G.E.M. Contractors, Inc. Profit Sharing Plan in GA ($2M); by covered participants it is Houston Hospice Discretionary Funding Account in TX (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust assets move in 2023? ▼
The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust grew sharply - up 18.5% during 2023, from $1M to $2M. Reported net income was $264K.
How have The J. David Gladstone Institutes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The J. David Gladstone Institutes's sponsor-wide assets grew 37.8%, from $122M to $169M.
Which Profit Sharing plans are similar in size to The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is G.E.M. Contractors, Inc. Profit Sharing Plan in GA ($2M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to The J. David Gladstone Institutes Post-Doctoral Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Houston Hospice Discretionary Funding Account in TX (93 participants, $3M 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 237203666.

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.