Profit Sharing · DOL Form 5500 · 2022
T Monte Mcalexander, Dds Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: T Monte Mcalexander Self Employed Retirement Plan · Sponsored by T Monte Mcalexander, Dds · Tennessee · Healthcare & Social Assistance
$2M in assets, 1 participants
T Monte Mcalexander, Dds's T Monte Mcalexander Self Employed Retirement Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #5,889 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
T Monte Mcalexander Self Employed Retirement Plan pulled back noticeably 8.1% in 2022 ($2M → $2M) for 1 participant.
- #5,889
- in Healthcare & Social Assistance (20,060 peers)
- -8.1%
- assets change YoY
The plan reported a net loss of $136K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
T Monte Mcalexander Self Employed Retirement Plan among the smaller filed plans by assets
T Monte Mcalexander Self Employed Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,541,392 30th percentile higher than 30% 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
T Monte Mcalexander Self Employed Retirement 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. T Monte Mcalexander Self Employed Retirement Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 621172544 · T Monte Mcalexander, Dds PY 2022 · Profit Sharing
T Monte Mcalexander Self Employed Retirement Plan · $2M · 1 · 30th
- EOY $2M
- EOY 1
- EOY 30th
- EOY Profit Sharing
- EOY near Hmc Enterprises Inc. Retirement Plan
- EOY ind #5889
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 Tennessee →
T Monte Mcalexander Self Employed Retirement Plan in the asset neighbourhood
T Monte Mcalexander, Dds years around the 2022 move
Sponsor-wide plan assets over time
All T Monte Mcalexander, Dds plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2 | $3M |
| 2023 | 2 | 2 | $3M |
| 2024 | 2 | 2 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$136K |
| Employer EIN | 621172544 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ballad Health 401(a) Plan $463M · 5,937
- Shreveport Electrical Industry Profit Sharing Plan $77M · 740
- New Orleans Electrical Annuity Plan $66M · 1,451
- Ulps Employee Savings Plan $54M · 236
- University School of Nashville Retirement Plan $34M · 209
T Monte Mcalexander Self Employed Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is Hmc Enterprises Inc. Retirement Plan in FL ($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.