Profit Sharing · DOL Form 5500 · 2022
Drs. Russell, Berkebile & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $757,296
- Avg per participant High balance/head
Official DOL plan name: Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan · Sponsored by Drs. Russell, Berkebile & Associates, Inc. · Ohio · Healthcare & Social Assistance
$14M in assets, 19 participants
Drs. Russell, Berkebile & Associates, Inc.'s Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan reported $14M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #15,316 in Healthcare & Social Assistance (20,060 peers)
Drs. Russell, Berkebile & Associates, Inc. multi-year trail
Drs. Russell, Berkebile & Associates, Inc.'s plans moved -56.2% in assets from 2022 to 2024; this filing shows Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan at $14M / 19 participants.
- #15,316
- in Healthcare & Social Assistance (20,060 peers)
- -31.1%
- assets change YoY
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan's outsized position by total assets
Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,388,631 Top 28% higher than 72% 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
Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.
DOL schedule card
Filing strip 341032366 · Drs. Russell, Berkebile & Associates, Inc. PY 2022 · Profit Sharing
Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan · $14M · 19 · 72nd
- 5500 $14M
- 5500 19
- 5500 72nd
- 5500 Profit Sharing
- 5500 near Medinatura, Inc. Retirement Plan
- 5500 ind #15316
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 Ohio →
Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan in the asset neighbourhood
Drs. Russell, Berkebile & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Drs. Russell, Berkebile & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 56.20925993584797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $14M |
| 2023 | 1 | 17 | $8M |
| 2024 | 1 | 11 | $6M |
Drs. Russell, Berkebile & Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$7M |
| Employer EIN | 341032366 |
| Plan Effective Date | 1969-11-30 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Medinatura, Inc. Retirement Plan in NM ($14M); by covered participants it is Crivelli Ford, Inc. Profit Sharing Plan in PA (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 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.