Profit Sharing · DOL Form 5500 · 2022

Gregory D. Albert, M.D., P.a. Profit Sharing Plan

Data updated 2026-08-25

$147K
Total assets Small plan by assets
4
Participants Small participant base
8th
Percentile by assets National rank
$36,843
Avg per participant Low balance/head
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Official DOL plan name: Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust · Sponsored by Gregory D. Albert, M.D., P.a. · Florida · Healthcare & Social Assistance

$147K in assets, 4 participants

Gregory D. Albert, M.D., P.a.'s Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust reported $147K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,155 in Healthcare & Social Assistance (20,060 peers)

Gregory D. Albert, M.D., P.a. multi-year trail

Gregory D. Albert, M.D., P.a.'s plans moved +63.4% in assets from 2022 to 2024; this filing shows Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust at $147K / 4 participants.

#1,155
in Healthcare & Social Assistance (20,060 peers)
-34.0%
assets change YoY

The plan reported a net loss of $76K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust among the smaller filed plans by assets

Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust vs every filed plan by assets

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

$147,372 8th percentile higher than 8% 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 D. Albert, M.D., P.a. Profit-Sharing Plan & 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. Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 593612252 · Gregory D. Albert, M.D., P.a. PY 2022 · Profit Sharing

Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust · $147K · 4 · 8th

  • PCT $147K
  • PCT 4
  • PCT 8th
  • PCT Profit Sharing
  • PCT near Affordable Property Management Profit Sharing Plan
  • PCT ind #1155

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 →

Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust in the asset neighbourhood

Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & TrustGregory D. Albert, M.D., P.a…$147KAffordable Property Management Profit Sharing PlanAffordable Property Manageme…$147KKohls & Walker Insurance Agency Profit Sharing PlanKohls & Walker Insurance Age…$147KCogent Investments Inc. Retirement PlanCogent Investments Inc. Reti…$147KJdkd Management Company, LLC. Profit Sharing PlanJdkd Management Company, LLC…$147K
End-of-year total assets ($M) among Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Gregory D. Albert, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Gregory D. Albert, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 63.44393157963444% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.03M $1.68M ▲ +63.1%
Year Plans Participants Total Assets
2022 2 8 $1M
2023 2 8 $1M
2024 2 10 $2M

Gregory D. Albert, M.D., P.a. filing trail (2022)

Total Assets (Beginning of Year)$223K
Net Assets (End of Year)$147K
Net Income-$76K
Employer EIN593612252
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust, Total assets ($B): 0.000147372 · Participants: 4Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & TrustRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants

Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Affordable Property Management Profit Sharing Plan in CA ($147K); by covered participants it is Arz Education Retirement Plan in CA (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 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust assets move in 2022?
Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust contracted severely - down 34.0% during 2022, from $223K to $147K. Reported net income was -$76K.
How have Gregory D. Albert, M.D., P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), Gregory D. Albert, M.D., P.a.'s sponsor-wide assets grew 63.4%, from $1M to $2M.
Where does Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust rank by assets among Form 5500 filers?
Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust?
Among Profit Sharing plans in other states, the closest by assets is Affordable Property Management Profit Sharing Plan in CA ($147K, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A in assets).