Profit Sharing · DOL Form 5500 · 2024
Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan · Sponsored by Jeffrey S. Kezis, M.D., P.C. · New York · Healthcare & Social Assistance
$3M in assets, 2 participants
Jeffrey S. Kezis, M.D., P.C.'s Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan reported $3M in total assets and 2 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.
- #5,269 in Healthcare & Social Assistance (16,916 peers)
Jeffrey S. Kezis, M.D., P.C. multi-year trail
Jeffrey S. Kezis, M.D., P.C.'s plans moved +18.4% in assets from 2022 to 2024; this filing shows Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan at $3M / 2 participants.
- #5,269
- in Healthcare & Social Assistance (16,916 peers)
- +7.2%
- assets growth YoY
Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan among the smaller filed plans by assets
Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,518,744 32nd percentile higher than 32% 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
Jeffrey S. Kezis, M.D., P.C. 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. Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan reported net income fell from $223K in the plan year 2023 filing to $168K in the plan year 2024 filing.
- Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 141626602 · Jeffrey S. Kezis, M.D., P.C. PY 2024 · Profit Sharing
Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan · $3M · 2 · 32nd
- RANK $3M
- RANK 2
- RANK 32nd
- RANK Profit Sharing
- RANK near S&l Group, Inc. Retirement Plan
- RANK ind #5269
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 New York →
Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan in the asset neighbourhood
Jeffrey S. Kezis, M.D., P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Jeffrey S. Kezis, M.D., P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 18.37604829143301% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $3M |
Jeffrey S. Kezis, M.D., P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $168K |
| Employer EIN | 141626602 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Jeffrey S. Kezis, M.D., P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is S&l Group, Inc. Retirement Plan in AL ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.