Profit Sharing · DOL Form 5500 · 2023

Richard B Pesikoff Md PA Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: N/A
Participants Small participant base: 48th
Percentile by assets National rank

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Official DOL plan name: Richard B Pesikoff Md and Associates Profit Sharing Plan · Sponsored by Richard B Pesikoff Md PA · Texas · Healthcare & Social Assistance

$6M in assets, N/A participants

Richard B Pesikoff Md PA's Richard B Pesikoff Md and Associates Profit Sharing Plan reported $6M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

#9,414 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Richard B Pesikoff Md and Associates Profit Sharing Plan holds $6M for N/A participants, in the lower half of filed plans by assets.

#9,414
in Healthcare & Social Assistance (17,684 peers): +3.5%
assets growth YoY

Richard B Pesikoff Md and Associates Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Richard B Pesikoff Md and Associates Profit Sharing Plan vs every filed plan by assets

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

$6,150,110 48th percentile higher than 48% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Richard B Pesikoff Md and Associates Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $207K in the plan year 2023 filing.
Richard B Pesikoff Md and Associates Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741699313 · Richard B Pesikoff Md PA PY 2023 · Profit Sharing

Richard B Pesikoff Md and Associates Profit Sharing Plan · $6M · N/A · 48th

SCH $6M
EBSA N/A
PART 48th
TYPE Profit Sharing
NET near A-J Sheet Metal, Inc. Profit Sharing Plan
BOOK ind #9414

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 Texas →

End-of-year total assets ($M) among Richard B Pesikoff Md and Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$207K
Employer EIN	741699313
Plan Effective Date	1976-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Richard B Pesikoff Md PA)

Latest sponsor-wide plan assets: $6M 4.777508845043118% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$6M
2023	1	N/A	$6M
2024	1	6	$6M

Nearby Profit Sharing Plans in Texas

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

Richard B Pesikoff Md and Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
Baylor College of Medicine Retirement Plan $1.7B · 10,240
H-E-B Partner Stock Plan $1.3B · 96,911
The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455

Compare Richard B Pesikoff Md and Associates Profit Sharing Plan side-by-side with 3 peers →

Richard B Pesikoff Md and Associates Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside Texas, the nearest Profit Sharing by end-of-year assets is A-J Sheet Metal, Inc. Profit Sharing Plan in UT at $6M (this filing: $6M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

A-J Sheet Metal, Inc. Profit Sharing Plan (UT) $6M · 3
The Florida Aquarium Retirement Savings Plan (FL) $6M · 308
Gapshare Puerto Rico Plan (CA) $6M · 319
J.W. Hampton Jr. & Co., Inc. Profit Sharing Plan (NY) $6M · 13

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 Richard B Pesikoff Md and Associates Profit Sharing Plan assets move in 2023? ▼

Richard B Pesikoff Md and Associates Profit Sharing Plan edged up modestly - up 3.5% during 2023, from $6M to $6M. Reported net income was $207K.

How have Richard B Pesikoff Md PA plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Richard B Pesikoff Md PA's sponsor-wide assets grew 4.8%, from $6M to $6M.

Which Profit Sharing plans are similar in size to Richard B Pesikoff Md and Associates Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is A-J Sheet Metal, Inc. Profit Sharing Plan in UT ($6M, 3 participants).

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 741699313.