Profit Sharing · DOL Form 5500 · 2024

L. Joel Kessler, Md, Apc Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
41st
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc · Sponsored by L. Joel Kessler, Md, Apc · California · Healthcare & Social Assistance

$5M in assets, 4 participants

L. Joel Kessler, Md, Apc's Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc reported $5M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,446 in Healthcare & Social Assistance (16,916 peers)

L. Joel Kessler, Md, Apc multi-year trail

L. Joel Kessler, Md, Apc's plans moved +16.5% in assets from 2022 to 2024; this filing shows Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc at $5M / 4 participants.

#7,446
in Healthcare & Social Assistance (16,916 peers)
+5.6%
assets growth YoY

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc's mid-pack asset rank among Healthcare & Social Assistance and all filers

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc vs every filed plan by assets

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

$4,779,267 41st percentile higher than 41% 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

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc reported net income fell from $420K in the plan year 2023 filing to $255K in the plan year 2024 filing.
  • Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953947816 · L. Joel Kessler, Md, Apc PY 2024 · Profit Sharing

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc · $5M · 4 · 41st

  • ASSETS $5M
  • PCT 4
  • EIN 41st
  • RANK Profit Sharing
  • PHOTO near Perkins Capital Management, Inc. Profit Sharing Plan & Trust
  • IND ind #7446

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 →

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc in the asset neighbourhood

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, ApcProfit Sharing & Health/Disa…$5MPerkins Capital Management, Inc. Profit Sharing Plan & TrustPerkins Capital Management, …$5MJonas Builders, Inc. Money Purchase Pension PlanJonas Builders, Inc. Money P…$5MNarieman a. Nik Md Profit Sharing PlanNarieman a. Nik Md Profit Sh…$5MKehm Oil Co Profit Sharing Retirement PlanKehm Oil Co Profit Sharing R…$5M
End-of-year total assets ($M) among Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

L. Joel Kessler, Md, Apc multi-year asset trail

Sponsor-wide plan assets over time

All L. Joel Kessler, Md, Apc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 16.46111052221812% vs 2022
2024 filing year
$4M$4.5M$5M 202220232024 $4.1M $4.78M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $5M
2024 1 4 $5M

L. Joel Kessler, Md, Apc filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$255K
Employer EIN953947816
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc, Total assets ($B): 0.004779267 · Participants: 4Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, ApcScpmg 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
Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc side-by-side with 3 peers →

Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Perkins Capital Management, Inc. Profit Sharing Plan & Trust in MN ($5M); 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 Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc assets move in 2024? ▼
Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc grew at a solid clip - up 5.6% during 2024, from $5M to $5M. Reported net income was $255K.
How have L. Joel Kessler, Md, Apc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L. Joel Kessler, Md, Apc's sponsor-wide assets grew 16.5%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc? ▼
Among Profit Sharing plans in other states, the closest by assets is Perkins Capital Management, Inc. Profit Sharing Plan & Trust in MN ($5M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Profit Sharing & Health/Disability Plan of L. Joel Kessler, Md, Apc? ▼
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 953947816.

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.