Profit Sharing · DOL Form 5500 · 2023

Jon Frankel, M.D., P.a. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust · Sponsored by Jon Frankel, M.D., P.a. · Florida · Healthcare & Social Assistance

$1M in assets, 1 participants

Jon Frankel, M.D., P.a.'s Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust reported $1M in total assets and 1 participant 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.

  • #4,082 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust holds $1M for 1 participant - about $1.4M per participant, in the lower half of filed plans by assets.

#4,082
in Healthcare & Social Assistance (17,684 peers)
+0.0%
assets growth YoY

Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust among the smaller filed plans by assets

Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,377,684 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

Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 592775377 · Jon Frankel, M.D., P.a. PY 2023 · Profit Sharing

Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust · $1M · 1 · 27th

  • NET $1M
  • BOOK 1
  • VS-ST 27th
  • BOY Profit Sharing
  • SCH near Imperial Abstract Corporation Profit Sharing Plan
  • EBSA ind #4082

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 Florida →

Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust in the asset neighbourhood

Jon Frankel, M.D., P.a. Profit Sharing Plan and TrustJon Frankel, M.D., P.a. Prof…$1MImperial Abstract Corporation Profit Sharing PlanImperial Abstract Corporatio…$1MMarc B. Freedman Cpa, P.C. Profit Sharing PlanMarc B. Freedman Cpa, P.C. P…$1MThomas G. D'luge P.C. Employee Profit Sharing Plan and TrustThomas G. D'luge P.C. Employ…$1MProfit Sharing Plan for Edward D. Paul, D.D.S., M.S.Profit Sharing Plan for Edwa…$1M
End-of-year total assets ($M) among Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust 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
Employer EIN592775377
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jon Frankel, M.D., P.a.)

Sponsor-wide plan assets over time

All Jon Frankel, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.38M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 N/A

Nearby Profit Sharing Plans in Florida

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

Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust, Total assets ($B): 0.001377684 · Participants: 1Jon Frankel, M.D., P.a. Profit Sharing Plan and TrustRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust side-by-side with 3 peers →

Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Imperial Abstract Corporation Profit Sharing Plan in NY ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust assets move in 2023? ▼
Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust held essentially flat - up 0.0% during 2023, from $1M to $1M.
Which Profit Sharing plans are similar in size to Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Imperial Abstract Corporation Profit Sharing Plan in NY ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Jon Frankel, M.D., P.a. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 592775377.

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.