Profit Sharing · DOL Form 5500 · 2024

Jacque J. Sokolov, Inc. Profit Sharing Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
3
Participants Small participant base
70th
Percentile by assets National rank
$6.7M
Avg per participant High balance/head
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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.

  • #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.

#12,671
in Healthcare & Social Assistance (16,916 peers)
+24.6%
assets growth YoY

Jacque J. Sokolov, Inc. Profit Sharing Plan's outsized position 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

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

Jacque J. Sokolov, Inc. 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. Jacque J. Sokolov, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 954251501 · Jacque J. Sokolov, Inc. PY 2024 · Profit Sharing

Jacque J. Sokolov, Inc. Profit Sharing Plan · $20M · 3 · 70th

  • ASSETS $20M
  • PCT 3
  • EIN 70th
  • RANK Profit Sharing
  • PHOTO near Leeward Construction, Inc. Employees Retirement Plan
  • IND ind #12671

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 →

Jacque J. Sokolov, Inc. Profit Sharing Plan in the asset neighbourhood

Presbyterian Senior Living Defined Contribution Retirement PlanPresbyterian Senior Living D…$20MAmerican Diabetes Association 401(a) Retirement PlanAmerican Diabetes Associatio…$20MJacque J. Sokolov, Inc. Profit Sharing PlanJacque J. Sokolov, Inc. Prof…$20MLeeward Construction, Inc. Employees Retirement PlanLeeward Construction, Inc. E…$20MPal Muthappan Profit Sharing$20M
End-of-year total assets ($M) among Jacque J. Sokolov, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jacque J. Sokolov, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jacque J. Sokolov, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 138.90319842530056% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.47M $20.2M ▲ +139.0%
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 EIN954251501
Plan Effective Date1994-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Jacque J. Sokolov, Inc. Profit Sharing Plan, Total assets ($B): 0.020242225 · Participants: 3Jacque J. Sokolov, Inc. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Jacque J. Sokolov, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Jacque J. Sokolov, Inc. Profit Sharing Plan side-by-side with 3 peers →

Jacque J. Sokolov, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Leeward Construction, Inc. Employees Retirement Plan in PA ($20M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jacque J. Sokolov, Inc. Profit Sharing Plan assets move in 2024? ▼
Jacque J. Sokolov, Inc. Profit Sharing Plan grew sharply - up 24.6% during 2024, from $16M to $20M. Reported net income was $4M.
How have Jacque J. Sokolov, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jacque J. Sokolov, Inc.'s sponsor-wide assets grew 138.9%, from $8M to $20M.
Which Profit Sharing plans are similar in size to Jacque J. Sokolov, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Leeward Construction, Inc. Employees Retirement Plan in PA ($20M, 177 participants).
Which Profit Sharing plans cover a similar participant headcount to Jacque J. Sokolov, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 954251501.

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.