Profit Sharing · DOL Form 5500 · 2024

Jensen & Pilegard Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
32nd
Percentile by assets National rank
$109,462
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jensen & Pilegard Profit Sharing Plan · Sponsored by Jensen & Pilegard · California · Retail Trade

$3M in assets, 24 participants

Jensen & Pilegard's Jensen & Pilegard Profit Sharing Plan reported $3M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,570 in Retail Trade (8,048 peers)

Jensen & Pilegard multi-year trail

Jensen & Pilegard's plans moved +24.7% in assets from 2022 to 2024; this filing shows Jensen & Pilegard Profit Sharing Plan at $3M / 24 participants.

#3,570
in Retail Trade (8,048 peers)
+13.3%
assets growth YoY

Jensen & Pilegard Profit Sharing Plan among the smaller filed plans by assets

Jensen & Pilegard Profit Sharing Plan vs every filed plan by assets

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

$2,627,088 32nd percentile higher than 32% 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

Jensen & Pilegard Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jensen & Pilegard Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jensen & Pilegard Profit Sharing Plan reported net income rose from $212K in the plan year 2023 filing to $308K in the plan year 2024 filing.
  • Jensen & Pilegard Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Jensen & Pilegard Profit Sharing Plan reported participants fell from 27 in the plan year 2023 filing to 24 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941227180 · Jensen & Pilegard PY 2024 · Profit Sharing

Jensen & Pilegard Profit Sharing Plan · $3M · 24 · 32nd

  • IND $3M
  • EOY 24
  • 5500 32nd
  • ASSETS Profit Sharing
  • PCT near Tra 86 Restated Profit Sharing Plan and Trust of Guenther Building Co
  • EIN ind #3570

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 Retail Trade retirement plans → · Plans in California →

Jensen & Pilegard Profit Sharing Plan in the asset neighbourhood

Jensen & Pilegard Profit Sharing PlanJensen & Pilegard Profit Sha…$3MTra 86 Restated Profit Sharing Plan and Trust of Guenther Building CoTra 86 Restated Profit Shari…$3MTower Loan of Mississippi, LLC Profit Sharing Plan for ManagersTower Loan of Mississippi, L…$3MJerry D. Hunsaker, M.D. Profit Sharing PlanJerry D. Hunsaker, M.D. Prof…$3MErrington Education Inc. Retirement PlanErrington Education Inc. Ret…$3M
End-of-year total assets ($M) among Jensen & Pilegard Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jensen & Pilegard multi-year asset trail

Sponsor-wide plan assets over time

All Jensen & Pilegard plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.66908277094923% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.11M $2.63M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 27 $2M
2023 1 27 $2M
2024 1 24 $3M

Jensen & Pilegard filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$308K
Employer EIN941227180
Plan Effective Date1965-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Jensen & Pilegard Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Jensen & Pilegard Profit Sharing Plan, Total assets ($B): 0.002627088 · Participants: 24Jensen & Pilegard 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
Jensen & Pilegard Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Jensen & Pilegard Profit Sharing Plan side-by-side with 3 peers →

Jensen & Pilegard Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Tra 86 Restated Profit Sharing Plan and Trust of Guenther Building Co in MI ($3M); by covered participants it is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Jensen & Pilegard Profit Sharing Plan assets move in 2024? ▼
Jensen & Pilegard Profit Sharing Plan grew at a solid clip - up 13.3% during 2024, from $2M to $3M. Reported net income was $308K.
How have Jensen & Pilegard plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jensen & Pilegard's sponsor-wide assets grew 24.7%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Jensen & Pilegard Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tra 86 Restated Profit Sharing Plan and Trust of Guenther Building Co in MI ($3M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Jensen & Pilegard Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA (24 participants, $12M 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 941227180.

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.