Profit Sharing · DOL Form 5500 · 2022

Gregory W Ellis Md Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
39th
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Gregory W Ellis Md PC Profit Sharing Plan · Sponsored by Gregory W Ellis Md · Utah · Healthcare & Social Assistance

$3M in assets, 1 participants

Gregory W Ellis Md's Gregory W Ellis Md PC Profit Sharing Plan reported $3M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,325 in Healthcare & Social Assistance (20,060 peers)

Gregory W Ellis Md multi-year trail

Gregory W Ellis Md's plans moved +39.0% in assets from 2022 to 2024; this filing shows Gregory W Ellis Md PC Profit Sharing Plan at $3M / 1 participant.

#8,325
in Healthcare & Social Assistance (20,060 peers)
-5.6%
assets change YoY

The plan reported a net loss of $162K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gregory W Ellis Md PC Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Gregory W Ellis Md PC Profit Sharing Plan vs every filed plan by assets

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

$2,713,229 39th percentile higher than 39% 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

Gregory W Ellis Md PC 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. Gregory W Ellis Md PC Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 870506894 · Gregory W Ellis Md PY 2022 · Profit Sharing

Gregory W Ellis Md PC Profit Sharing Plan · $3M · 1 · 39th

  • IND $3M
  • EOY 1
  • 5500 39th
  • ASSETS Profit Sharing
  • PCT near Simon a Levit Md Profit Sharing Plan
  • EIN ind #8325

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 Utah →

Gregory W Ellis Md PC Profit Sharing Plan in the asset neighbourhood

Gregory W Ellis Md PC Profit Sharing PlanGregory W Ellis Md PC Profit…$3MSimon a Levit Md Profit Sharing PlanSimon a Levit Md Profit Shar…$3MYoder Farm & Drainage, Inc. Employees Profit Sharing PlanYoder Farm & Drainage, Inc. …$3MSisler's Dairy Products Co., Inc. Profit Sharing PlanSisler's Dairy Products Co.,…$3MBehavioral Health Specialists Retirement PlanBehavioral Health Specialist…$3M
End-of-year total assets ($M) among Gregory W Ellis Md PC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Gregory W Ellis Md multi-year asset trail

Sponsor-wide plan assets over time

All Gregory W Ellis Md plans reported in each filing year

Latest sponsor-wide plan assets
$4M 39.02869975221406% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.71M $3.77M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $4M

Gregory W Ellis Md filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$162K
Employer EIN870506894
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Utah

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

Gregory W Ellis Md PC Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Gregory W Ellis Md PC Profit Sharing Plan, Total assets ($M): 2.713229 · Participants: 1Gregory W Ellis Md PC Profit Sharing PlanWgu Retirement Savings Plan, Total assets ($M): 327.223731 · Participants: 7193Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan, Total assets ($M): 288.938777 · Participants: 2328Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment PlanManagement & Training Corporation Retirement Plan, Total assets ($M): 162.901162 · Participants: 5762Management & Training Corporation Retirement PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 130.725371 · Participants: 229Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 109.347722 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former Employees
Gregory W Ellis Md PC Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants

Gregory W Ellis Md PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Simon a Levit Md Profit Sharing Plan in OK ($3M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Gregory W Ellis Md PC Profit Sharing Plan assets move in 2022?
Gregory W Ellis Md PC Profit Sharing Plan pulled back noticeably - down 5.6% during 2022, from $3M to $3M. Reported net income was -$162K.
How have Gregory W Ellis Md plan assets changed over time?
Across 3 plan years on file (2022-2024), Gregory W Ellis Md's sponsor-wide assets grew 39.0%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Gregory W Ellis Md PC Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Simon a Levit Md Profit Sharing Plan in OK ($3M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Gregory W Ellis Md PC Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).