Profit Sharing · DOL Form 5500 · 2024

David a. Jacoby, M.D. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$374,345
Avg per participant High balance/head
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Official DOL plan name: David a. Jacoby, M.D., Money Purchase Plan · Sponsored by David a. Jacoby, M.D. · California · Healthcare & Social Assistance

$1M in assets, 4 participants

David a. Jacoby, M.D.'s David a. Jacoby, M.D., Money Purchase Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,971 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

David a. Jacoby, M.D., Money Purchase Plan grew at a solid clip 8.3% in 2024 ($1M → $1M) for 4 participants.

#3,971
in Healthcare & Social Assistance (16,916 peers)
+8.3%
assets growth YoY

David a. Jacoby, M.D., Money Purchase Plan among the smaller filed plans by assets

David a. Jacoby, M.D., Money Purchase Plan vs every filed plan by assets

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

$1,497,381 27th percentile higher than 27% 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

David a. Jacoby, M.D., Money Purchase 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. David a. Jacoby, M.D., Money Purchase Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David a. Jacoby, M.D., Money Purchase Plan reported net income rose from -$78K in the plan year 2023 filing to $114K in the plan year 2024 filing.
  • David a. Jacoby, M.D., Money Purchase Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942354003 · David a. Jacoby, M.D. PY 2024 · Profit Sharing

David a. Jacoby, M.D., Money Purchase Plan · $1M · 4 · 27th

  • BOY $1M
  • BOY 4
  • BOY 27th
  • BOY Profit Sharing
  • BOY near Hear Clear Inc. Retirement Plan
  • BOY ind #3971

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 California →

David a. Jacoby, M.D., Money Purchase Plan in the asset neighbourhood

David a. Jacoby, M.D., Money Purchase PlanDavid a. Jacoby, M.D., Money…$1MHear Clear Inc. Retirement PlanHear Clear Inc. Retirement P…$1M101 Gordon Investment Group Inc. Retirement Plan101 Gordon Investment Group …$1MRedbeast Enterprises, Inc. Profit Sharing PlanRedbeast Enterprises, Inc. P…$1MMajestic Music, Inc. Retirement PlanMajestic Music, Inc. Retirem…$1M
End-of-year total assets ($M) among David a. Jacoby, M.D., Money Purchase Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

David a. Jacoby, M.D. years around the 2024 move

Sponsor-wide plan assets over time

All David a. Jacoby, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.5077545834363058% vs 2022
2024 filing year
$1.35M$1.4M$1.45M$1.5M$1.55M 202220232024 $1.46M $1.5M ▲ +2.7%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $1M

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$114K
Employer EIN942354003
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

David a. Jacoby, M.D., Money Purchase Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants David a. Jacoby, M.D., Money Purchase Plan, Total assets ($B): 0.001497381 · Participants: 4David a. Jacoby, M.D., Money Purchase 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
David a. Jacoby, M.D., Money Purchase Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare David a. Jacoby, M.D., Money Purchase Plan side-by-side with 3 peers →

David a. Jacoby, M.D., Money Purchase Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Hear Clear Inc. Retirement Plan in PA ($1M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 David a. Jacoby, M.D., Money Purchase Plan assets move in 2024? ▼
David a. Jacoby, M.D., Money Purchase Plan grew at a solid clip - up 8.3% during 2024, from $1M to $1M. Reported net income was $114K.
How have David a. Jacoby, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David a. Jacoby, M.D.'s sponsor-wide assets grew 2.5%, from $1M to $1M.
Which Profit Sharing plans are similar in size to David a. Jacoby, M.D., Money Purchase Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hear Clear Inc. Retirement Plan in PA ($1M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to David a. Jacoby, M.D., Money Purchase Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 942354003.

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.