Profit Sharing · DOL Form 5500 · 2023

L. Joel Kessler, Md, Apc Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
42nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc · Sponsored by L. Joel Kessler, Md, Apc · California · Healthcare & Social Assistance

$5M in assets, 4 participants

L. Joel Kessler, Md, Apc's Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc reported $5M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,122 in Healthcare & Social Assistance (17,684 peers)

L. Joel Kessler, Md, Apc multi-year trail

L. Joel Kessler, Md, Apc's plans moved +16.5% in assets from 2022 to 2024; this filing shows Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc at $5M / 4 participants.

#8,122
in Healthcare & Social Assistance (17,684 peers)
+10.2%
assets growth YoY

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc's mid-pack asset rank among Healthcare & Social Assistance and all filers

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc vs every filed plan by assets

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

$4,524,057 42nd percentile higher than 42% 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

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc reported net income rose from $152K in the plan year 2022 filing to $420K in the plan year 2023 filing.
  • Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc 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 →

Plan-year Form 5500 strip

Filing strip 953947816 · L. Joel Kessler, Md, Apc PY 2023 · Profit Sharing

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc · $5M · 4 · 42nd

  • ASSETS $5M
  • PCT 4
  • EIN 42nd
  • RANK Profit Sharing
  • PHOTO near Holmes & Turner Employee Profit Sharing Trust
  • IND ind #8122

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 →

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc in the asset neighbourhood

Sewickley Eye Center, Ltd. 401(k) Profit Sharing PlanSewickley Eye Center, Ltd. 4…$5MCase Engineering, Inc.$5MProfit Sharing & Health/Disability Plan of L. Joel Kessler, Md, ApcProfit Sharing & Health/Disa…$5MHolmes & Turner Employee Profit Sharing TrustHolmes & Turner Employee Pro…$5MJonas Builders, Inc. Profit Sharing PlanJonas Builders, Inc. Profit …$5M
End-of-year total assets ($M) among Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

L. Joel Kessler, Md, Apc multi-year asset trail

Sponsor-wide plan assets over time

All L. Joel Kessler, Md, Apc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 16.46111052221812% vs 2022
2024 filing year
$4M$4.5M$5M 202220232024 $4.1M $4.78M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $5M
2024 1 4 $5M

L. Joel Kessler, Md, Apc filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$420K
Employer EIN953947816
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc, Total assets ($B): 0.004524057 · Participants: 4Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, ApcIntel 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
Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc side-by-side with 3 peers →

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Holmes & Turner Employee Profit Sharing Trust in MT ($5M); 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 Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc assets move in 2023? ▼
Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc grew at a solid clip - up 10.2% during 2023, from $4M to $5M. Reported net income was $420K.
How have L. Joel Kessler, Md, Apc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L. Joel Kessler, Md, Apc's sponsor-wide assets grew 16.5%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc? ▼
Among Profit Sharing plans in other states, the closest by assets is Holmes & Turner Employee Profit Sharing Trust in MT ($5M, 18 participants).
Which Profit Sharing plans cover a similar participant headcount to Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc? ▼
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 953947816.

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.