Profit Sharing · DOL Form 5500 · 2023

Jensen & Pilegard Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
27
Participants Small participant base
32nd
Percentile by assets National rank
$85,881
Avg per participant Below avg balance/head
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Official DOL plan name: Jensen & Pilegard Profit Sharing Plan · Sponsored by Jensen & Pilegard · California · Retail Trade

$2M in assets, 27 participants

Jensen & Pilegard's Jensen & Pilegard Profit Sharing Plan reported $2M in total assets and 27 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.

  • #3,708 in Retail Trade (8,414 peers)

Jensen & Pilegard multi-year trail

Jensen & Pilegard's plans moved +24.7% in assets from 2022 to 2024; this filing shows Jensen & Pilegard Profit Sharing Plan at $2M / 27 participants.

#3,708
in Retail Trade (8,414 peers)
+10.0%
assets growth YoY

Jensen & Pilegard Profit Sharing Plan among the smaller filed plans by assets

Jensen & Pilegard Profit Sharing Plan vs every filed plan by assets

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

$2,318,783 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

Jensen & Pilegard 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. Jensen & Pilegard Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jensen & Pilegard Profit Sharing Plan reported net income rose from -$66K in the plan year 2022 filing to $212K in the plan year 2023 filing.
  • Jensen & Pilegard 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 →

Published 5500 schedule card

Filing strip 941227180 · Jensen & Pilegard PY 2023 · Profit Sharing

Jensen & Pilegard Profit Sharing Plan · $2M · 27 · 32nd

  • ASSETS $2M
  • ASSETS 27
  • ASSETS 32nd
  • ASSETS Profit Sharing
  • ASSETS near Potters & Della Pietra LLP Profit Sharing Plan
  • ASSETS ind #3708

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 Retail Trade retirement plans → · Plans in California →

Jensen & Pilegard Profit Sharing Plan in the asset neighbourhood

Jensen & Pilegard Profit Sharing PlanJensen & Pilegard Profit Sha…$2MPotters & Della Pietra LLP Profit Sharing PlanPotters & Della Pietra LLP P…$2MC&m Associates, Inc. Retirement TrustC&m Associates, Inc. Retirem…$2MPineleaf Investments, Inc. Profit Sharing PlanPineleaf Investments, Inc. P…$2MF. Michael Harris Profit Sharing PlanF. Michael Harris Profit Sha…$2M
End-of-year total assets ($M) among Jensen & Pilegard Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jensen & Pilegard multi-year asset trail

Sponsor-wide plan assets over time

All Jensen & Pilegard plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.66908277094923% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.11M $2.63M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 27 $2M
2023 1 27 $2M
2024 1 24 $3M

Jensen & Pilegard filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$212K
Employer EIN941227180
Plan Effective Date1965-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Jensen & Pilegard Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Jensen & Pilegard Profit Sharing Plan, Total assets ($B): 0.002318783 · Participants: 27Jensen & Pilegard 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
Jensen & Pilegard Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Jensen & Pilegard Profit Sharing Plan side-by-side with 3 peers →

Jensen & Pilegard Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Potters & Della Pietra LLP Profit Sharing Plan in NJ ($2M); by covered participants it is Lml Ventures, Inc. Retirement Plan in NJ (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Jensen & Pilegard Profit Sharing Plan assets move in 2023? ▼
Jensen & Pilegard Profit Sharing Plan grew at a solid clip - up 10.0% during 2023, from $2M to $2M. Reported net income was $212K.
How have Jensen & Pilegard plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jensen & Pilegard's sponsor-wide assets grew 24.7%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Jensen & Pilegard Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Potters & Della Pietra LLP Profit Sharing Plan in NJ ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Jensen & Pilegard Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lml Ventures, Inc. Retirement Plan in NJ (27 participants, $1M 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 941227180.

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.