Profit Sharing · DOL Form 5500 · 2024

E. Jacob, M.D., P.a. Profit Sharing Plan

Data updated 2026-08-25

$828K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$206,895
Avg per participant Above avg balance/head
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Official DOL plan name: E. Jacob, M.D., P.a. Profit Sharing Trust · Sponsored by E. Jacob, M.D., P.a. · Florida · Healthcare & Social Assistance

$828K in assets, 4 participants

E. Jacob, M.D., P.a.'s E. Jacob, M.D., P.a. Profit Sharing Trust reported $828K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,908 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

E. Jacob, M.D., P.a. Profit Sharing Trust holds $828K for 4 participants - about $206,895 per participant, among the smaller plans by assets on file.

#2,908
in Healthcare & Social Assistance (16,916 peers)
+3.9%
assets growth YoY

E. Jacob, M.D., P.a. Profit Sharing Trust among the smaller filed plans by assets

E. Jacob, M.D., P.a. Profit Sharing Trust vs every filed plan by assets

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

$827,581 22nd percentile higher than 22% 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

E. Jacob, M.D., P.a. Profit Sharing Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E. Jacob, M.D., P.a. Profit Sharing Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • E. Jacob, M.D., P.a. Profit Sharing Trust reported net income rose from -$14K in the plan year 2023 filing to $31K in the plan year 2024 filing.
  • E. Jacob, M.D., P.a. Profit Sharing Trust end-of-year assets rose from $796K in the plan year 2023 filing to $828K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 593563351 · E. Jacob, M.D., P.a. PY 2024 · Profit Sharing

E. Jacob, M.D., P.a. Profit Sharing Trust · $828K · 4 · 22nd

  • IND $828K
  • IND 4
  • IND 22nd
  • IND Profit Sharing
  • IND near Cream-O-Land Dairy Union Employees' Pension Plan
  • IND ind #2908

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 Florida →

E. Jacob, M.D., P.a. Profit Sharing Trust in the asset neighbourhood

E. Jacob, M.D., P.a. Profit Sharing TrustE. Jacob, M.D., P.a. Profit …$828KCream-O-Land Dairy Union Employees' Pension PlanCream-O-Land Dairy Union Emp…$828KVlg Investments, Inc. Profit Sharing PlanVlg Investments, Inc. Profit…$827KBlitzer Company Profit Sharing PlanBlitzer Company Profit Shari…$827KWiiliam Schappell & Sons, Inc. Profit Sharing PlanWiiliam Schappell & Sons, In…$829K
End-of-year total assets ($M) among E. Jacob, M.D., P.a. Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$796K
Net Assets (End of Year)$828K
Net Income$31K
Employer EIN593563351
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E. Jacob, M.D., P.a.)

Sponsor-wide plan assets over time

All E. Jacob, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$828K 2.0951198991361935% vs 2022
2024 filing year
$0.79M$0.8M$0.81M$0.82M$0.83M$0.84M 202220232024 $0.81M $0.83M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 4 $811K
2023 1 4 $796K
2024 1 4 $828K

Nearby Profit Sharing Plans in Florida

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

E. Jacob, M.D., P.a. Profit Sharing Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants E. Jacob, M.D., P.a. Profit Sharing Trust, Total assets ($B): 0.000827581 · Participants: 4E. Jacob, M.D., P.a. Profit Sharing TrustRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
E. Jacob, M.D., P.a. Profit Sharing Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare E. Jacob, M.D., P.a. Profit Sharing Trust side-by-side with 3 peers →

E. Jacob, M.D., P.a. Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Cream-O-Land Dairy Union Employees' Pension Plan in NJ ($828K); 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 E. Jacob, M.D., P.a. Profit Sharing Trust assets move in 2024? ▼
E. Jacob, M.D., P.a. Profit Sharing Trust edged up modestly - up 3.9% during 2024, from $796K to $828K. Reported net income was $31K.
How have E. Jacob, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E. Jacob, M.D., P.a.'s sponsor-wide assets grew 2.1%, from $811K to $828K.
Where does E. Jacob, M.D., P.a. Profit Sharing Trust rank by assets among Form 5500 filers? ▼
E. Jacob, M.D., P.a. Profit Sharing Trust ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to E. Jacob, M.D., P.a. Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Cream-O-Land Dairy Union Employees' Pension Plan in NJ ($828K, 263 participants).
Which Profit Sharing plans cover a similar participant headcount to E. Jacob, M.D., P.a. Profit Sharing Trust? ▼
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 593563351.

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.