Profit Sharing · DOL Form 5500 · 2022
Joe S. Zhou, Md Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Joe S Zhou Profit Sharing Plan · Sponsored by Joe S. Zhou, Md · Pennsylvania · Healthcare & Social Assistance
$2M in assets, 1 participants
Joe S. Zhou, Md's Joe S Zhou Profit Sharing Plan reported $2M in total assets and 1 participant 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.
- #6,417 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Joe S Zhou Profit Sharing Plan declined sharply 16.8% in 2022 ($2M → $2M) for 1 participant.
- #6,417
- in Healthcare & Social Assistance (20,060 peers)
- -16.8%
- assets change YoY
The plan reported a net loss of $353K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Joe S Zhou Profit Sharing Plan among the smaller filed plans by assets
Joe S Zhou Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,750,877 32nd percentile higher than 32% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Joe S Zhou 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. Joe S Zhou Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 233039345 · Joe S. Zhou, Md PY 2022 · Profit Sharing
Joe S Zhou Profit Sharing Plan · $2M · 1 · 32nd
- ASSETS $2M
- ASSETS 1
- ASSETS 32nd
- ASSETS Profit Sharing
- ASSETS near Newhouse Porter Hubbard Apc Profit Sharing Plan
- ASSETS ind #6417
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 Pennsylvania →
Joe S Zhou Profit Sharing Plan in the asset neighbourhood
Joe S. Zhou, Md years around the 2022 move
Sponsor-wide plan assets over time
All Joe S. Zhou, Md plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$353K |
| Employer EIN | 233039345 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Joe S Zhou Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Newhouse Porter Hubbard Apc Profit Sharing Plan in CA ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.