401(k) · DOL Form 5500 · 2024
La Cava, Jacobson & Goodis, P.a. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $83,689
- Avg per participant Below avg balance/head
Official DOL plan name: La Cava, Jacobson & Goodis, P.a. 401(k) Profit Sharing Plan and Trust · Sponsored by La Cava, Jacobson & Goodis, P.a. · Florida · Professional & Technical Services
$13M in assets, 152 participants
La Cava, Jacobson & Goodis, P.a.'s La Cava, Jacobson & Goodis, P.a. 401(k) Profit Sharing Plan and Trust reported $13M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #12,046 in Professional & Technical Services (20,173 peers)
Coverage in Florida
La Cava, Jacobson & Goodis, P.a. 401(k) Profit Sharing Plan and Trust covers 152 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $13M.
- #12,046
- in Professional & Technical Services (20,173 peers)
- +29.9%
- assets growth YoY
La Cava, Jacobson & Goodis, P.a. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
La Cava, Jacobson & Goodis, P.a. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,720,659 Top 39% higher than 61% 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
La Cava, Jacobson & Goodis, P.a. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. La Cava, Jacobson & Goodis, P.a. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (152 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- La Cava, Jacobson & Goodis, P.a. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- La Cava, Jacobson & Goodis, P.a. 401(k) Profit Sharing Plan and Trust reported participants rose from 131 in the plan year 2023 filing to 152 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 272360538 · La Cava, Jacobson & Goodis, P.a. PY 2024 · 401(k)
La Cava, Jacobson & Goodis, P.a. 401(k) Profit Sharing Plan and Trust · $13M · 152 · 61st
- BOOK $13M
- BOOK 152
- BOOK 61st
- BOOK 401(k)
- BOOK near Smith Brothers Farms 401(k) Profit Sharing Plan
- BOOK ind #12046
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 Professional & Technical Services retirement plans → · Plans in Florida →
La Cava, Jacobson & Goodis, P.a. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $3M |
| Employer EIN | 272360538 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (La Cava, Jacobson & Goodis, P.a.)
Sponsor-wide plan assets over time
All La Cava, Jacobson & Goodis, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 83.56305425017368% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $7M |
| 2023 | 1 | 131 | $10M |
| 2024 | 1 | 152 | $13M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
La Cava, Jacobson & Goodis, P.a. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Smith Brothers Farms 401(k) Profit Sharing Plan in WA ($13M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 participants); asset peers above are excluded.
- Astadia Incorporated 401(k) Plan (MA) 152 · 0 off
- Dome Printing 401(k) Profit Sharing Plan (CA) 152 · 0 off
- Loom 401(k) Plan (CA) 152 · 0 off
- Los Altos Food Products, LLC 401(k) Plan (CA) 152 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.