Profit Sharing · DOL Form 5500 · 2022

Robert Hozman, M.D., S.C. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$406,331
Avg per participant High balance/head
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Official DOL plan name: Robert Hozman, M.D., S.C. Retirement Plan and Trust · Sponsored by Robert Hozman, M.D., S.C. · Illinois · Healthcare & Social Assistance

$1M in assets, 3 participants

Robert Hozman, M.D., S.C.'s Robert Hozman, M.D., S.C. Retirement Plan and Trust reported $1M in total assets and 3 participants in its 2022 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.

  • #5,032 in Healthcare & Social Assistance (20,060 peers)

Robert Hozman, M.D., S.C. multi-year trail

Robert Hozman, M.D., S.C.'s plans moved +44.2% in assets from 2022 to 2024; this filing shows Robert Hozman, M.D., S.C. Retirement Plan and Trust at $1M / 3 participants.

#5,032
in Healthcare & Social Assistance (20,060 peers)
-3.7%
assets change YoY

The plan reported a net loss of $46K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert Hozman, M.D., S.C. Retirement Plan and Trust among the smaller filed plans by assets

Robert Hozman, M.D., S.C. Retirement Plan and Trust vs every filed plan by assets

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

$1,218,994 27th percentile higher than 27% 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

Robert Hozman, M.D., S.C. Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Hozman, M.D., S.C. Retirement Plan and Trust is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 364223992 · Robert Hozman, M.D., S.C. PY 2022 · Profit Sharing

Robert Hozman, M.D., S.C. Retirement Plan and Trust · $1M · 3 · 27th

  • PCT $1M
  • PCT 3
  • PCT 27th
  • PCT Profit Sharing
  • PCT near M.J. Hoag Contracting, Inc. Profit Sharing Plan
  • PCT ind #5032

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 Illinois →

Robert Hozman, M.D., S.C. Retirement Plan and Trust in the asset neighbourhood

Robert Hozman, M.D., S.C. Retirement Plan and TrustRobert Hozman, M.D., S.C. Re…$1MM.J. Hoag Contracting, Inc. Profit Sharing PlanM.J. Hoag Contracting, Inc. …$1MEgc Retirement Plan$1MVanguard Hobbies, Inc. Retirement PlanVanguard Hobbies, Inc. Retir…$1MHelton & Company Certified Public Accountants Profit Sharing TrustHelton & Company Certified P…$1M
End-of-year total assets ($M) among Robert Hozman, M.D., S.C. Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Robert Hozman, M.D., S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Robert Hozman, M.D., S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.24673132107295% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.22M $1.76M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 4 $1M
2024 1 4 $2M

Robert Hozman, M.D., S.C. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$46K
Employer EIN364223992
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Robert Hozman, M.D., S.C. Retirement Plan and Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Robert Hozman, M.D., S.C. Retirement Plan and Trust, Total assets ($B): 0.001218994 · Participants: 3Robert Hozman, M.D., S.C. Retirement Plan and TrustW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 2.979108031 · Participants: 17181W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 2.855707618 · Participants: 21985Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.451303819 · Participants: 4327Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.415984134 · Participants: 16140Mid-America Carpenters Regional Council Supplemental Retirement PlanAccenture United States Discretionary Profit Sharing Plan, Total assets ($B): 0.893156479 · Participants: 10992Accenture United States Discretionary Profit Sharing Plan
Robert Hozman, M.D., S.C. Retirement Plan and Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Robert Hozman, M.D., S.C. Retirement Plan and Trust side-by-side with 3 peers →

Robert Hozman, M.D., S.C. Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is M.J. Hoag Contracting, Inc. Profit Sharing Plan in NJ ($1M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Robert Hozman, M.D., S.C. Retirement Plan and Trust assets move in 2022? ▼
Robert Hozman, M.D., S.C. Retirement Plan and Trust edged down modestly - down 3.7% during 2022, from $1M to $1M. Reported net income was -$46K.
How have Robert Hozman, M.D., S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Hozman, M.D., S.C.'s sponsor-wide assets grew 44.2%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Robert Hozman, M.D., S.C. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is M.J. Hoag Contracting, Inc. Profit Sharing Plan in NJ ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert Hozman, M.D., S.C. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 364223992.

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.