Profit Sharing · DOL Form 5500 · 2023

David a. Jacoby, M.D. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$345,804
Avg per participant High balance/head
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Official DOL plan name: David a. Jacoby, M.D., Money Purchase Pension Plan · Sponsored by David a. Jacoby, M.D. · California · Healthcare & Social Assistance

$1M in assets, 4 participants

David a. Jacoby, M.D.'s David a. Jacoby, M.D., Money Purchase Pension Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,089 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

David a. Jacoby, M.D., Money Purchase Pension Plan holds $1M for 4 participants - about $345,804 per participant, in the lower half of filed plans by assets.

#4,089
in Healthcare & Social Assistance (17,684 peers)
-5.3%
assets change YoY

The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David a. Jacoby, M.D., Money Purchase Pension Plan among the smaller filed plans by assets

David a. Jacoby, M.D., Money Purchase Pension Plan vs every filed plan by assets

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

$1,383,215 27th percentile higher than 27% 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

David a. Jacoby, M.D., Money Purchase Pension 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. David a. Jacoby, M.D., Money Purchase Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David a. Jacoby, M.D., Money Purchase Pension Plan reported net income fell from -$41K in the plan year 2022 filing to -$78K in the plan year 2023 filing.
  • David a. Jacoby, M.D., Money Purchase Pension Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942354003 · David a. Jacoby, M.D. PY 2023 · Profit Sharing

David a. Jacoby, M.D., Money Purchase Pension Plan · $1M · 4 · 27th

  • ASSETS $1M
  • PCT 4
  • EIN 27th
  • RANK Profit Sharing
  • PHOTO near Healthy Heart Cardiovascular Center, P.S.C. Retirement Plan
  • IND ind #4089

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 →

David a. Jacoby, M.D., Money Purchase Pension Plan in the asset neighbourhood

David a. Jacoby, M.D., Money Purchase Pension PlanDavid a. Jacoby, M.D., Money…$1MHealthy Heart Cardiovascular Center, P.S.C. Retirement PlanHealthy Heart Cardiovascular…$1MAttorney Timothy F Sullivan Profit Sharing PlanAttorney Timothy F Sullivan …$1MSharon Ragland-Keys Enterprises, Inc. Profit Sharing PlanSharon Ragland-Keys Enterpri…$1MSchoppe Co Employee Profit Sharing PlanSchoppe Co Employee Profit S…$1M
End-of-year total assets ($M) among David a. Jacoby, M.D., Money Purchase Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$78K
Employer EIN942354003
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David a. Jacoby, M.D.)

Sponsor-wide plan assets over time

All David a. Jacoby, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.5077545834363058% vs 2022
2024 filing year
$1.35M$1.4M$1.45M$1.5M$1.55M 202220232024 $1.46M $1.5M ▲ +2.7%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $1M

Nearby Profit Sharing Plans in California

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

David a. Jacoby, M.D., Money Purchase Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants David a. Jacoby, M.D., Money Purchase Pension Plan, Total assets ($B): 0.001383215 · Participants: 4David a. Jacoby, M.D., Money Purchase Pension 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
David a. Jacoby, M.D., Money Purchase Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare David a. Jacoby, M.D., Money Purchase Pension Plan side-by-side with 3 peers →

David a. Jacoby, M.D., Money Purchase Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Healthy Heart Cardiovascular Center, P.S.C. Retirement Plan in PR ($1M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 David a. Jacoby, M.D., Money Purchase Pension Plan assets move in 2023? ▼
David a. Jacoby, M.D., Money Purchase Pension Plan pulled back noticeably - down 5.3% during 2023, from $1M to $1M. Reported net income was -$78K.
How have David a. Jacoby, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David a. Jacoby, M.D.'s sponsor-wide assets grew 2.5%, from $1M to $1M.
Which Profit Sharing plans are similar in size to David a. Jacoby, M.D., Money Purchase Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Healthy Heart Cardiovascular Center, P.S.C. Retirement Plan in PR ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to David a. Jacoby, M.D., Money Purchase Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 942354003.

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.