Profit Sharing · DOL Form 5500 · 2024

Gail Tenikat 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
$373,436
Avg per participant High balance/head
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Official DOL plan name: Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan · Sponsored by Gail Tenikat Jacoby, M.D. · California · Healthcare & Social Assistance

$1M in assets, 4 participants

Gail Tenikat Jacoby, M.D.'s Gail Tenikat Jacoby, M.D., Money Purchase Pension 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.

  • #3,966 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan holds $1M for 4 participants - about $373,436 per participant, in the lower half of filed plans by assets.

#3,966
in Healthcare & Social Assistance (16,916 peers)
+4.8%
assets growth YoY

Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan among the smaller filed plans by assets

Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan vs every filed plan by assets

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

$1,493,744 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

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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan reported net income rose from -$22K in the plan year 2023 filing to $68K in the plan year 2024 filing.
  • Gail Tenikat Jacoby, M.D., Money Purchase Pension 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 →

Form 5500 schedule snapshot

Filing strip 943021436 · Gail Tenikat Jacoby, M.D. PY 2024 · Profit Sharing

Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan · $1M · 4 · 27th

  • TYPE $1M
  • TYPE 4
  • TYPE 27th
  • TYPE Profit Sharing
  • TYPE near Schoppe Co Employee Profit Sharing Plan
  • TYPE ind #3966

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 →

Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan in the asset neighbourhood

Gail Tenikat Jacoby, M.D., Money Purchase Pension PlanGail Tenikat Jacoby, M.D., M…$1MSchoppe Co Employee Profit Sharing PlanSchoppe Co Employee Profit S…$1MVaughn, Coast & Vaughn, Inc. Profit Sharing PlanVaughn, Coast & Vaughn, Inc.…$1MSmr Retirement Plan$1MAlliance Polymers and Services, LLC Profit Sharing PlanAlliance Polymers and Servic…$1M
End-of-year total assets ($M) among Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$68K
Employer EIN943021436
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gail Tenikat Jacoby, M.D.)

Sponsor-wide plan assets over time

All Gail Tenikat Jacoby, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 3.2340462587140255% vs 2022
2024 filing year
$1.42M$1.44M$1.46M$1.48M$1.5M 202220232024 $1.45M $1.49M ▲ +2.8%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $1M

Nearby Profit Sharing Plans in California

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

Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan, Total assets ($B): 0.001493744 · Participants: 4Gail Tenikat Jacoby, M.D., Money Purchase Pension 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
Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan side-by-side with 3 peers →

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

Outside California, the nearest Profit Sharing by assets is Schoppe Co Employee Profit Sharing Plan in UT ($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 Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan assets move in 2024? ▼
Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan edged up modestly - up 4.8% during 2024, from $1M to $1M. Reported net income was $68K.
How have Gail Tenikat Jacoby, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gail Tenikat Jacoby, M.D.'s sponsor-wide assets grew 3.2%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Gail Tenikat Jacoby, M.D., Money Purchase Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Schoppe Co Employee Profit Sharing Plan in UT ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Gail Tenikat Jacoby, M.D., Money Purchase Pension 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 943021436.

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.