Profit Sharing · DOL Form 5500 · 2024

The J. David Gladstone Institutes Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
100
Participants Small participant base
29th
Percentile by assets National rank
$19,936
Avg per participant Low balance/head
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Official DOL plan name: The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust · Sponsored by The J. David Gladstone Institutes · California · Professional & Technical Services

$2M in assets, 100 participants

The J. David Gladstone Institutes's The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust reported $2M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,068 in Professional & Technical Services (20,173 peers)

Coverage in California

The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $2M.

#5,068
in Professional & Technical Services (20,173 peers)
+17.9%
assets growth YoY

The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust among the smaller filed plans by assets

The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,993,583 29th percentile higher than 29% 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

The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust reported net income rose from $264K in the plan year 2023 filing to $302K in the plan year 2024 filing.
  • The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust reported participants rose from 93 in the plan year 2023 filing to 100 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 237203666 · The J. David Gladstone Institutes PY 2024 · Profit Sharing

The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust · $2M · 100 · 29th

  • EIN $2M
  • EIN 100
  • EIN 29th
  • EIN Profit Sharing
  • EIN near Jardon & Howard Technologies, Inc. Retirement Plan
  • EIN ind #5068

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 California →

The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust in the asset neighbourhood

Maritime Association - I.L.a Pension, Retirement, Welfare and Vacation Funds Retirement PlanMaritime Association - I.L.a…$2MThe J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and TrustThe J. David Gladstone Insti…$2MJardon & Howard Technologies, Inc. Retirement PlanJardon & Howard Technologies…$2MLP International, Inc. Retirement PlanLP International, Inc. Retir…$2MPhares Radiology Associates, LLC Profit Sharing PlanPhares Radiology Associates,…$2M
End-of-year total assets ($M) among The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$302K
Employer EIN237203666
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The J. David Gladstone Institutes)

Sponsor-wide plan assets over time

All The J. David Gladstone Institutes plans reported in each filing year

Latest sponsor-wide plan assets
$169M 37.76069358362105% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $122M $169M ▲ +37.8%
Year Plans Participants Total Assets
2022 3 832 $122M
2023 3 970 $148M
2024 3 1,093 $169M

Nearby Profit Sharing Plans in California

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

The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust, Total assets ($B): 0.001993583 · Participants: 100The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and TrustScpmg 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
The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust side-by-side with 3 peers →

The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Jardon & Howard Technologies, Inc. Retirement Plan in FL ($2M); by covered participants it is Savio House Retirement Plan in CO (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust assets move in 2024? ▼
The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust grew sharply - up 17.9% during 2024, from $2M to $2M. Reported net income was $302K.
How have The J. David Gladstone Institutes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The J. David Gladstone Institutes's sponsor-wide assets grew 37.8%, from $122M to $169M.
Which Profit Sharing plans are similar in size to The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Jardon & Howard Technologies, Inc. Retirement Plan in FL ($2M, 150 participants).
Which Profit Sharing plans cover a similar participant headcount to The J. David Gladstone Institutes Postdoctoral Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Savio House Retirement Plan in CO (100 participants, $7M 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 237203666.

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.