Profit Sharing · DOL Form 5500 · 2024

Jonathan Isopo Single K Profit Sharing Plan

Data updated 2026-08-25

$689K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$688,634
Avg per participant High balance/head
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Official DOL plan name: Jonathan Isopo Single K · Sponsored by Jonathan Isopo Single K · New York · Unclassified

$689K in assets, 1 participants

Jonathan Isopo Single K's Jonathan Isopo Single K reported $689K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #14 in Unclassified (37 peers)

Jonathan Isopo Single K multi-year trail

Jonathan Isopo Single K's plans moved +10.6% in assets from 2022 to 2024; this filing shows Jonathan Isopo Single K at $689K / 1 participant.

#14
in Unclassified (37 peers)
+10.6%
assets growth YoY

Jonathan Isopo Single K among the smaller filed plans by assets

Jonathan Isopo Single K vs every filed plan by assets

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

$688,634 20th percentile higher than 20% 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

Jonathan Isopo Single K among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jonathan Isopo Single K is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jonathan Isopo Single K end-of-year assets rose from $623K in the plan year 2023 filing to $689K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 826801989 · Jonathan Isopo Single K PY 2024 · Profit Sharing

Jonathan Isopo Single K · $689K · 1 · 20th

  • VS-ST $689K
  • BOY 1
  • SCH 20th
  • EBSA Profit Sharing
  • PART near Warren Dekraay Md Ltd Profit Sharing Plan and Trust
  • TYPE ind #14

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 Unclassified retirement plans → · Plans in New York →

Jonathan Isopo Single K in the asset neighbourhood

Jonathan Isopo Single K$689KWarren Dekraay Md Ltd Profit Sharing Plan and TrustWarren Dekraay Md Ltd Profit…$688KLuckenbill-Drayton & Associates, LLC Profit Sharing PlanLuckenbill-Drayton & Associa…$689KGaithersburg Coin Exchange, Inc. Profit Sharing PlanGaithersburg Coin Exchange, …$688KMaverick Holdings Arizona Inc. Retirement PlanMaverick Holdings Arizona In…$689K
End-of-year total assets ($M) among Jonathan Isopo Single K and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jonathan Isopo Single K multi-year asset trail

Sponsor-wide plan assets over time

All Jonathan Isopo Single K plans reported in each filing year

Latest sponsor-wide plan assets
$689K 10.600127843966119% vs 2022
2024 filing year
$0.6M$0.65M$0.7M 202220232024 $0.62M $0.69M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 1 $623K
2023 1 1 $623K
2024 1 1 $689K

Jonathan Isopo Single K filing trail (2024)

Total Assets (Beginning of Year)$623K
Net Assets (End of Year)$689K
Net Income$66K
Employer EIN826801989
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Jonathan Isopo Single K vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Jonathan Isopo Single K, Total assets ($B): 0.000688634 · Participants: 1Jonathan Isopo Single KAnnuity 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
Jonathan Isopo Single K vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Jonathan Isopo Single K side-by-side with 3 peers →

Jonathan Isopo Single K's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Warren Dekraay Md Ltd Profit Sharing Plan and Trust in WI ($688K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jonathan Isopo Single K assets move in 2024? ▼
Jonathan Isopo Single K grew at a solid clip - up 10.6% during 2024, from $623K to $689K. Reported net income was $66K.
How have Jonathan Isopo Single K plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jonathan Isopo Single K's sponsor-wide assets grew 10.6%, from $623K to $689K.
Where does Jonathan Isopo Single K rank by assets among Form 5500 filers? ▼
Jonathan Isopo Single K ranks in the 20th 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 Jonathan Isopo Single K? ▼
Among Profit Sharing plans in other states, the closest by assets is Warren Dekraay Md Ltd Profit Sharing Plan and Trust in WI ($688K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jonathan Isopo Single K? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 826801989.

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.