Profit Sharing · DOL Form 5500 · 2023

E. Jacob, M.D., P.a. Profit Sharing Plan

Data updated 2026-08-25

$796K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$199,062
Avg per participant Above avg balance/head
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Official DOL plan name: E. Jacob, M.D., P.a. Profit Sharing Trust · Sponsored by E. Jacob, M.D., P.a. · Florida · Healthcare & Social Assistance

$796K in assets, 4 participants

E. Jacob, M.D., P.a.'s E. Jacob, M.D., P.a. Profit Sharing Trust reported $796K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,045 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

E. Jacob, M.D., P.a. Profit Sharing Trust holds $796K for 4 participants - about $199,062 per participant, among the smaller plans by assets on file.

#3,045
in Healthcare & Social Assistance (17,684 peers)
-1.8%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

E. Jacob, M.D., P.a. Profit Sharing Trust among the smaller filed plans by assets

E. Jacob, M.D., P.a. Profit Sharing Trust vs every filed plan by assets

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

$796,248 22nd percentile higher than 22% 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

E. Jacob, M.D., P.a. Profit Sharing 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. E. Jacob, M.D., P.a. Profit Sharing Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E. Jacob, M.D., P.a. Profit Sharing Trust reported net income rose from -$30K in the plan year 2022 filing to -$14K in the plan year 2023 filing.
  • E. Jacob, M.D., P.a. Profit Sharing Trust end-of-year assets fell from $811K in the plan year 2022 filing to $796K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 593563351 · E. Jacob, M.D., P.a. PY 2023 · Profit Sharing

E. Jacob, M.D., P.a. Profit Sharing Trust · $796K · 4 · 22nd

  • BOOK $796K
  • BOOK 4
  • BOOK 22nd
  • BOOK Profit Sharing
  • BOOK near Van Laan Industries, Inc. Profit Sharing Plan
  • BOOK ind #3045

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 →

E. Jacob, M.D., P.a. Profit Sharing Trust in the asset neighbourhood

E. Jacob, M.D., P.a. Profit Sharing TrustE. Jacob, M.D., P.a. Profit …$796KVan Laan Industries, Inc. Profit Sharing PlanVan Laan Industries, Inc. Pr…$797KSlott's of Services, Inc. Profit Sharing PlanSlott's of Services, Inc. Pr…$795KEdgardo Varela Torres Retirement PlanEdgardo Varela Torres Retire…$795KS.P.a.R. Industries Inc. Retirement PlanS.P.a.R. Industries Inc. Ret…$797K
End-of-year total assets ($M) among E. Jacob, M.D., P.a. Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$811K
Net Assets (End of Year)$796K
Net Income-$14K
Employer EIN593563351
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E. Jacob, M.D., P.a.)

Sponsor-wide plan assets over time

All E. Jacob, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$828K 2.0951198991361935% vs 2022
2024 filing year
$0.79M$0.8M$0.81M$0.82M$0.83M$0.84M 202220232024 $0.81M $0.83M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 4 $811K
2023 1 4 $796K
2024 1 4 $828K

Nearby Profit Sharing Plans in Florida

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

E. Jacob, M.D., P.a. Profit Sharing Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants E. Jacob, M.D., P.a. Profit Sharing Trust, Total assets ($B): 0.000796248 · Participants: 4E. Jacob, M.D., P.a. Profit Sharing 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
E. Jacob, M.D., P.a. Profit Sharing Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare E. Jacob, M.D., P.a. Profit Sharing Trust side-by-side with 3 peers →

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

Outside Florida, the nearest Profit Sharing by assets is Van Laan Industries, Inc. Profit Sharing Plan in MI ($797K); 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 E. Jacob, M.D., P.a. Profit Sharing Trust assets move in 2023? ▼
E. Jacob, M.D., P.a. Profit Sharing Trust edged down modestly - down 1.8% during 2023, from $811K to $796K. Reported net income was -$14K.
How have E. Jacob, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E. Jacob, M.D., P.a.'s sponsor-wide assets grew 2.1%, from $811K to $828K.
Where does E. Jacob, M.D., P.a. Profit Sharing Trust rank by assets among Form 5500 filers? ▼
E. Jacob, M.D., P.a. Profit Sharing Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to E. Jacob, M.D., P.a. Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Van Laan Industries, Inc. Profit Sharing Plan in MI ($797K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to E. Jacob, M.D., P.a. Profit Sharing Trust? ▼
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 593563351.

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.