Profit Sharing · DOL Form 5500 · 2022
Russell H Lowrey Dmd PC Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust · Sponsored by Russell H Lowrey Dmd PC · Alabama · Healthcare & Social Assistance
$5M in assets, 5 participants
Russell H Lowrey Dmd PC's Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust reported $5M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #11,597 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust declined sharply 18.1% in 2022 ($7M → $5M) for 5 participants.
- #11,597
- in Healthcare & Social Assistance (20,060 peers)
- -18.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,357,248 Top 48% higher than 52% 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
Russell H Lowrey Dmd PC Employees 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. Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.
Published 5500 schedule card
Filing strip 630702569 · Russell H Lowrey Dmd PC PY 2022 · Profit Sharing
Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust · $5M · 5 · 52nd
- IND $5M
- IND 5
- IND 52nd
- IND Profit Sharing
- IND near Penta Group, Inc. Profit Sharing Plan
- IND ind #11597
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 Alabama →
Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust in the asset neighbourhood
Russell H Lowrey Dmd PC years around the 2022 move
Sponsor-wide plan assets over time
All Russell H Lowrey Dmd PC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $5M |
| 2023 | 1 | 5 | $6M |
| 2024 | 1 | 2 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 630702569 |
| Plan Effective Date | 1976-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Health Care Authority for Baptist Health Matching Dollar Plan $38M · 2,454
- Pathology Associates, P.C. Profit Sharing Plan and Trust $27M · 41
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $22M · 14
- Auto Investment, Inc. 401(k) Plan $20M · 362
- Aerie Aerospace 401(k) Profit Sharing Plan $16M · 246
Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is Penta Group, Inc. Profit Sharing Plan in IL ($5M); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Summit Equity Group Lashes, Inc. Retirement Plan (FL) 5 · 0 off
- Unit Design Inc Ps (LA) 5 · 0 off
- Kull N Claude Fleet Services, Inc. Profit Sharing Plan (MN) 5 · 0 off
- Nomax Inc. Retirement Plan (LA) 5 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.