Profit Sharing · DOL Form 5500 · 2024

Richard B Pesikoff Md PA Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
6
Participants Small participant base
46th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Richard B Pesikoff Md and Associates Profit Sharing Plan · Sponsored by Richard B Pesikoff Md PA · Texas · Healthcare & Social Assistance

$6M in assets, 6 participants

Richard B Pesikoff Md PA's Richard B Pesikoff Md and Associates Profit Sharing Plan reported $6M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,467 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Richard B Pesikoff Md and Associates Profit Sharing Plan holds $6M for 6 participants - about $1.0M per participant, in the lower half of filed plans by assets.

#8,467
in Healthcare & Social Assistance (16,916 peers)
+1.3%
assets growth YoY

Richard B Pesikoff Md and Associates Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Richard B Pesikoff Md and Associates Profit Sharing Plan vs every filed plan by assets

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

$6,230,648 46th percentile higher than 46% 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

Richard B Pesikoff Md and Associates 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. Richard B Pesikoff Md and Associates Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard B Pesikoff Md and Associates Profit Sharing Plan reported net income fell from $207K in the plan year 2023 filing to $81K in the plan year 2024 filing.
  • Richard B Pesikoff Md and Associates Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741699313 · Richard B Pesikoff Md PA PY 2024 · Profit Sharing

Richard B Pesikoff Md and Associates Profit Sharing Plan · $6M · 6 · 46th

  • EBSA $6M
  • PART 6
  • TYPE 46th
  • NET Profit Sharing
  • BOOK near Burbank Housing Management Corporation Tax Deferred Annuity
  • VS-ST ind #8467

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 Texas →

Richard B Pesikoff Md and Associates Profit Sharing Plan in the asset neighbourhood

Ineos Pigments Supplemental Savings and Investment PlanIneos Pigments Supplemental …$6MRichard B Pesikoff Md and Associates Profit Sharing PlanRichard B Pesikoff Md and As…$6MBurbank Housing Management Corporation Tax Deferred AnnuityBurbank Housing Management C…$6MDefined Contribution Pension Plan for Employees of Children's Aid and Family Services, Inc.Defined Contribution Pension…$6MPark Pictures, LLC Age Weighted Profit Sharing PlanPark Pictures, LLC Age Weigh…$6M
End-of-year total assets ($M) among Richard B Pesikoff Md and Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$81K
Employer EIN741699313
Plan Effective Date1976-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard B Pesikoff Md PA)

Sponsor-wide plan assets over time

All Richard B Pesikoff Md PA plans reported in each filing year

Latest sponsor-wide plan assets
$6M 4.777508845043118% vs 2022
2024 filing year
$5.9M$6M$6.1M$6.2M$6.3M 202220232024 $5.95M $6.23M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 N/A $6M
2023 1 N/A $6M
2024 1 6 $6M

Nearby Profit Sharing Plans in Texas

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

Richard B Pesikoff Md and Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Richard B Pesikoff Md and Associates Profit Sharing Plan, Total assets ($B): 0.006230648 · Participants: 6Richard B Pesikoff Md and Associates Profit Sharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Richard B Pesikoff Md and Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Richard B Pesikoff Md and Associates Profit Sharing Plan side-by-side with 3 peers →

Richard B Pesikoff Md and Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Burbank Housing Management Corporation Tax Deferred Annuity in CA ($6M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Richard B Pesikoff Md and Associates Profit Sharing Plan assets move in 2024? ▼
Richard B Pesikoff Md and Associates Profit Sharing Plan edged up modestly - up 1.3% during 2024, from $6M to $6M. Reported net income was $81K.
How have Richard B Pesikoff Md PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard B Pesikoff Md PA's sponsor-wide assets grew 4.8%, from $6M to $6M.
Which Profit Sharing plans are similar in size to Richard B Pesikoff Md and Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Burbank Housing Management Corporation Tax Deferred Annuity in CA ($6M, 139 participants).
Which Profit Sharing plans cover a similar participant headcount to Richard B Pesikoff Md and Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Genesis Five Inc. Profit Sharing Plan in NC (6 participants, $238K 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 741699313.

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.