Profit Sharing · DOL Form 5500 · 2022

K. Clay Ellis, Jr., Dmd, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
32nd
Percentile by assets National rank
$218,971
Avg per participant Above avg balance/head
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Official DOL plan name: K. Clay Ellis, Jr., Dmd Profit Sharing Plan · Sponsored by K. Clay Ellis, Jr., Dmd, LLC · Alabama · Healthcare & Social Assistance

$2M in assets, 8 participants

K. Clay Ellis, Jr., Dmd, LLC's K. Clay Ellis, Jr., Dmd Profit Sharing Plan reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,421 in Healthcare & Social Assistance (20,060 peers)

K. Clay Ellis, Jr., Dmd, LLC multi-year trail

K. Clay Ellis, Jr., Dmd, LLC's plans moved +42.8% in assets from 2022 to 2024; this filing shows K. Clay Ellis, Jr., Dmd Profit Sharing Plan at $2M / 8 participants.

#6,421
in Healthcare & Social Assistance (20,060 peers)
-6.6%
assets change YoY

The plan reported a net loss of $123K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

K. Clay Ellis, Jr., Dmd Profit Sharing Plan among the smaller filed plans by assets

K. Clay Ellis, Jr., Dmd Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,751,765 32nd percentile higher than 32% of 139,123 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 2022

K. Clay Ellis, Jr., Dmd Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. K. Clay Ellis, Jr., Dmd Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 630849901 · K. Clay Ellis, Jr., Dmd, LLC PY 2022 · Profit Sharing

K. Clay Ellis, Jr., Dmd Profit Sharing Plan · $2M · 8 · 32nd

  • BOY $2M
  • SCH 8
  • EBSA 32nd
  • PART Profit Sharing
  • TYPE near Tilton Securities, LLC Profit Sharing Plan
  • NET ind #6421

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 Alabama →

K. Clay Ellis, Jr., Dmd Profit Sharing Plan in the asset neighbourhood

K. Clay Ellis, Jr., Dmd Profit Sharing PlanK. Clay Ellis, Jr., Dmd Prof…$2MTilton Securities, LLC Profit Sharing PlanTilton Securities, LLC Profi…$2MJack T. Smith Profit Sharing Plan & TrustJack T. Smith Profit Sharing…$2MNewhouse Porter Hubbard Apc Profit Sharing PlanNewhouse Porter Hubbard Apc …$2MJoe S Zhou Profit Sharing PlanJoe S Zhou Profit Sharing Pl…$2M
End-of-year total assets ($M) among K. Clay Ellis, Jr., Dmd Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

K. Clay Ellis, Jr., Dmd, LLC multi-year asset trail

Sponsor-wide plan assets over time

All K. Clay Ellis, Jr., Dmd, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.77822653152678% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.75M $2.5M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 9 $2M
2024 1 12 $3M

K. Clay Ellis, Jr., Dmd, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$123K
Employer EIN630849901
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

K. Clay Ellis, Jr., Dmd Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -10010203040 Total assets ($M) Participants K. Clay Ellis, Jr., Dmd Profit Sharing Plan, Total assets ($M): 1.751765 · Participants: 8K. Clay Ellis, Jr., Dmd Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 37.57775 · Participants: 2454The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 27.274054 · Participants: 41Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 21.937645 · Participants: 14Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 20.397344 · Participants: 362Auto Investment, Inc. 401(k) PlanAerie Aerospace 401(k) Profit Sharing Plan, Total assets ($M): 16.433569 · Participants: 246Aerie Aerospace 401(k) Profit Sharing Plan
K. Clay Ellis, Jr., Dmd Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare K. Clay Ellis, Jr., Dmd Profit Sharing Plan side-by-side with 3 peers →

K. Clay Ellis, Jr., Dmd Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Tilton Securities, LLC Profit Sharing Plan in NJ ($2M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did K. Clay Ellis, Jr., Dmd Profit Sharing Plan assets move in 2022? ▼
K. Clay Ellis, Jr., Dmd Profit Sharing Plan pulled back noticeably - down 6.6% during 2022, from $2M to $2M. Reported net income was -$123K.
How have K. Clay Ellis, Jr., Dmd, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K. Clay Ellis, Jr., Dmd, LLC's sponsor-wide assets grew 42.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to K. Clay Ellis, Jr., Dmd Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tilton Securities, LLC Profit Sharing Plan in NJ ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to K. Clay Ellis, Jr., Dmd Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630849901.

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.