Profit Sharing · DOL Form 5500 · 2022

Patricia a Talamo Od Profit Sharing Plan

Data updated 2026-08-25

$574K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$191,315
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Patricia a Talamo Od LLC Profit Sharing Plan · Sponsored by Patricia a Talamo Od · Pennsylvania · Healthcare & Social Assistance

$574K in assets, 3 participants

Patricia a Talamo Od's Patricia a Talamo Od LLC Profit Sharing Plan reported $574K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,124 in Healthcare & Social Assistance (20,060 peers)

Patricia a Talamo Od multi-year trail

Patricia a Talamo Od's plans moved +51.3% in assets from 2022 to 2024; this filing shows Patricia a Talamo Od LLC Profit Sharing Plan at $574K / 3 participants.

#3,124
in Healthcare & Social Assistance (20,060 peers)
-15.8%
assets change YoY

The plan reported a net loss of $108K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patricia a Talamo Od LLC Profit Sharing Plan among the smaller filed plans by assets

Patricia a Talamo Od LLC Profit Sharing Plan vs every filed plan by assets

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

$573,944 20th percentile higher than 20% 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

Patricia a Talamo Od LLC 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. Patricia a Talamo Od LLC Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 461619513 · Patricia a Talamo Od PY 2022 · Profit Sharing

Patricia a Talamo Od LLC Profit Sharing Plan · $574K · 3 · 20th

  • EOY $574K
  • EOY 3
  • EOY 20th
  • EOY Profit Sharing
  • EOY near Millhaven Management Corporation Profit Sharing Plan & Trust
  • EOY ind #3124

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 →

Patricia a Talamo Od LLC Profit Sharing Plan in the asset neighbourhood

Patricia a Talamo Od LLC Profit Sharing PlanPatricia a Talamo Od LLC Pro…$574KMillhaven Management Corporation Profit Sharing Plan & TrustMillhaven Management Corpora…$574KM & K Services, Inc. Retirement PlanM & K Services, Inc. Retirem…$574KReham Corp Retirement Plan$575KBnw Motion Inc. Retirement PlanBnw Motion Inc. Retirement P…$575K
End-of-year total assets ($M) among Patricia a Talamo Od LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Patricia a Talamo Od multi-year asset trail

Sponsor-wide plan assets over time

All Patricia a Talamo Od plans reported in each filing year

Latest sponsor-wide plan assets
$1M 51.250883320882714% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.99M $1.5M ▲ +51.5%
Year Plans Participants Total Assets
2022 2 6 $991K
2023 2 6 $1M
2024 2 4 $1M

Patricia a Talamo Od filing trail (2022)

Total Assets (Beginning of Year)$682K
Net Assets (End of Year)$574K
Net Income-$108K
Employer EIN461619513
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Patricia a Talamo Od LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Patricia a Talamo Od LLC Profit Sharing Plan, Total assets ($B): 0.000573944 · Participants: 3Patricia a Talamo Od LLC Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Patricia a Talamo Od LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Patricia a Talamo Od LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Millhaven Management Corporation Profit Sharing Plan & Trust in CA ($574K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($574K here).

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 Patricia a Talamo Od LLC Profit Sharing Plan assets move in 2022?
Patricia a Talamo Od LLC Profit Sharing Plan declined sharply - down 15.8% during 2022, from $682K to $574K. Reported net income was -$108K.
How have Patricia a Talamo Od plan assets changed over time?
Across 3 plan years on file (2022-2024), Patricia a Talamo Od's sponsor-wide assets grew 51.3%, from $991K to $1M.
Where does Patricia a Talamo Od LLC Profit Sharing Plan rank by assets among Form 5500 filers?
Patricia a Talamo Od LLC Profit Sharing Plan ranks in the 20th 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 Patricia a Talamo Od LLC Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Millhaven Management Corporation Profit Sharing Plan & Trust in CA ($574K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Patricia a Talamo Od LLC Profit Sharing Plan?
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).