Money Purchase · DOL Form 5500 · 2023

Jacques & Jacques, P.C. Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
6
Participants Small participant base
45th
Percentile by assets National rank
$858,651
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jacques & Jacques Profit Sharing Plan · Sponsored by Jacques & Jacques, P.C. · Pennsylvania · Professional & Technical Services

$5M in assets, 6 participants

Jacques & Jacques, P.C.'s Jacques & Jacques Profit Sharing Plan reported $5M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,707 in Professional & Technical Services (20,321 peers)

Jacques & Jacques, P.C. multi-year trail

Jacques & Jacques, P.C.'s plans moved +23.2% in assets from 2022 to 2024; this filing shows Jacques & Jacques Profit Sharing Plan at $5M / 6 participants.

#8,707
in Professional & Technical Services (20,321 peers)
+15.6%
assets growth YoY

Jacques & Jacques Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jacques & Jacques Profit Sharing Plan vs every filed plan by assets

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

$5,151,906 45th percentile higher than 45% 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

Jacques & Jacques 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. Jacques & Jacques Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jacques & Jacques Profit Sharing Plan reported net income rose from $430K in the plan year 2022 filing to $694K in the plan year 2023 filing.
  • Jacques & Jacques Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251218018 · Jacques & Jacques, P.C. PY 2023 · Money Purchase

Jacques & Jacques Profit Sharing Plan · $5M · 6 · 45th

  • ASSETS $5M
  • ASSETS 6
  • ASSETS 45th
  • ASSETS Money Purchase
  • ASSETS near San Diego & Imperial Counties Butchers and Food Employers Pension Trust Fund
  • ASSETS ind #8707

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 Pennsylvania →

Jacques & Jacques Profit Sharing Plan in the asset neighbourhood

Guardian Angels Employer Sponsored PlanGuardian Angels Employer Spo…$5MSan Diego & Imperial Counties Butchers and Food Employers Pension Trust FundSan Diego & Imperial Countie…$5MJacques & Jacques Profit Sharing PlanJacques & Jacques Profit Sha…$5MCurtis V. Cooper Primary Health Care, Inc. Pension PlanCurtis V. Cooper Primary Hea…$5MTony Feuerman Md Inc. Money Purchase Pension PlanTony Feuerman Md Inc. Money …$5M
End-of-year total assets ($M) among Jacques & Jacques Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Jacques & Jacques, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Jacques & Jacques, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.22796952055532% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.46M $5.49M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 6 $5M
2024 1 6 $5M

Jacques & Jacques, P.C. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$694K
Employer EIN251218018
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Jacques & Jacques Profit Sharing Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Jacques & Jacques Profit Sharing Plan, Total assets ($M): 5.151906 · Participants: 6Jacques & Jacques Profit Sharing PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Jacques & Jacques Profit Sharing Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

Jacques & Jacques Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is San Diego & Imperial Counties Butchers and Food Employers Pension Trust Fund in CA ($5M); by covered participants it is Conceptos Dentales Del Sur, Psc Retirement Plan in PR (6 participants). Same-state nearby plans are listed separately above.

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 Jacques & Jacques Profit Sharing Plan assets move in 2023?
Jacques & Jacques Profit Sharing Plan grew sharply - up 15.6% during 2023, from $4M to $5M. Reported net income was $694K.
How have Jacques & Jacques, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jacques & Jacques, P.C.'s sponsor-wide assets grew 23.2%, from $4M to $5M.
Which Money Purchase plans are similar in size to Jacques & Jacques Profit Sharing Plan?
Among Money Purchase plans in other states, the closest by assets is San Diego & Imperial Counties Butchers and Food Employers Pension Trust Fund in CA ($5M, 23 participants).
Which Money Purchase plans cover a similar participant headcount to Jacques & Jacques Profit Sharing Plan?
Among Money Purchase plans in other states, the closest by covered participants is Conceptos Dentales Del Sur, Psc Retirement Plan in PR (6 participants, $920K in assets).