Profit Sharing · DOL Form 5500 · 2024
Jacque J. Sokolov, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $20M
- Total assets
- 3
- Participants
- 70th
- Percentile by assets
- $6.7M
- Avg per participant
Official DOL plan name: Jacque J. Sokolov, Inc. Profit Sharing Plan · Sponsored by Jacque J. Sokolov, Inc. · California · Healthcare & Social Assistance
$20M in assets, 3 participants
Jacque J. Sokolov, Inc.'s Jacque J. Sokolov, Inc. Profit Sharing Plan reported $20M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 123,622 plans)
- #12,671 in Healthcare & Social Assistance (16,916 peers)
Jacque J. Sokolov, Inc. multi-year trail
Jacque J. Sokolov, Inc.'s plans moved +138.9% in assets from 2022 to 2024; this filing shows Jacque J. Sokolov, Inc. Profit Sharing Plan at $20M / 3 participants.
- $20M
- total plan assets (2024 EOY)
- 3
- covered participants
- 70th
- percentile by assets (of 123,622 plans)
- $6.7M
- avg assets per participant
Where Jacque J. Sokolov, Inc. Profit Sharing Plan sits by total assets
Jacque J. Sokolov, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,242,225 Top 30% higher than 70% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jacque J. Sokolov, Inc. Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Jacque J. Sokolov, Inc. Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Jacque J. Sokolov, Inc. across 3 plan years on file
Across the 3 plan years Jacque J. Sokolov, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $20M, a gain of 138.9%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($8M).
Jacque J. Sokolov, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $8M |
| 2023 | 1 | 3 | $16M |
| 2024 | 1 | 3 | $20M |
Jacque J. Sokolov, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 954251501 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Jacque J. Sokolov, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Jacque J. Sokolov, Inc. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Jacque J. Sokolov, Inc. Profit Sharing Plan's numbers.
- By total assets, Jacque J. Sokolov, Inc. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Jacque J. Sokolov, Inc.'s sponsor-wide assets have grown 138.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans