Profit Sharing · DOL Form 5500 · 2024

Jessica Plotnick, PA, P.C. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$541,082
Avg per participant High balance/head
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Official DOL plan name: Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan · Sponsored by Jessica Plotnick, PA, P.C. · New York · Healthcare & Social Assistance

$1M in assets, 2 participants

Jessica Plotnick, PA, P.C.'s Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,340 in Healthcare & Social Assistance (16,916 peers)

Jessica Plotnick, PA, P.C. multi-year trail

Jessica Plotnick, PA, P.C.'s plans moved +48.3% in assets from 2022 to 2024; this filing shows Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan at $1M / 2 participants.

#3,340
in Healthcare & Social Assistance (16,916 peers)
+26.6%
assets growth YoY

Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan among the smaller filed plans by assets

Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,082,163 24th percentile higher than 24% of 123,620 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 2024

Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan reported net income rose from $125K in the plan year 2023 filing to $227K in the plan year 2024 filing.
  • Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan end-of-year assets rose from $855K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 203318176 · Jessica Plotnick, PA, P.C. PY 2024 · Profit Sharing

Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan · $1M · 2 · 24th

  • EBSA $1M
  • EBSA 2
  • EBSA 24th
  • EBSA Profit Sharing
  • EBSA near Precision Signs, Inc. Retirement Plan
  • EBSA ind #3340

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 New York →

Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan in the asset neighbourhood

Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing PlanJessica Plotnick, PA, P.C. M…$1MPrecision Signs, Inc. Retirement PlanPrecision Signs, Inc. Retire…$1MFirst Bank of Coastal Georgia Profit Sharing PlanFirst Bank of Coastal Georgi…$1MManuel a. Santini Retirement PlanManuel a. Santini Retirement…$1MAnthony C. Pings and Associates Profit Sharing PlanAnthony C. Pings and Associa…$1M
End-of-year total assets ($M) among Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jessica Plotnick, PA, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Jessica Plotnick, PA, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 48.30062394735435% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.73M $1.08M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 2 $730K
2023 1 N/A $855K
2024 1 2 $1M

Jessica Plotnick, PA, P.C. filing trail (2024)

Total Assets (Beginning of Year)$855K
Net Assets (End of Year)$1M
Net Income$227K
Employer EIN203318176
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan, Total assets ($B): 0.001082163 · Participants: 2Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan side-by-side with 3 peers →

Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Precision Signs, Inc. Retirement Plan in NC ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan assets move in 2024? ▼
Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan grew sharply - up 26.6% during 2024, from $855K to $1M. Reported net income was $227K.
How have Jessica Plotnick, PA, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jessica Plotnick, PA, P.C.'s sponsor-wide assets grew 48.3%, from $730K to $1M.
Where does Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Precision Signs, Inc. Retirement Plan in NC ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Jessica Plotnick, PA, P.C. Morgan Stanley Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203318176.

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.