Profit Sharing · DOL Form 5500 · 2022

Drs. Russell, Berkebile & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-11

$14M
Total assets
19
Participants
72nd
Percentile by assets
$757,296
Avg per participant
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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.

  • 72nd percentile by assets (of 139,126 plans)
  • #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.

$14M
total plan assets (2022 EOY)
19
covered participants
72nd
percentile by assets (of 139,126 plans)
$757,296
avg assets per participant

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.

Where Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan sits 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

This plan $0 $2,010,000,000 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

State
Ohio
Industry
Healthcare & Social Assistance

Drs. Russell, Berkebile & Associates, Inc. across 3 plan years on file

Across the 3 plan years Drs. Russell, Berkebile & Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $6M, a decline of 56.2%, while reported participants moved from 19 to 11 (-42.1%). Peak year by sponsor assets: 2022 ($14M); trough: 2024 ($6M).

Drs. Russell, Berkebile & Associates, Inc. multi-year asset trail

$5M$10M$15M$20M 202220232024 $14.4M $6.3M ▼ -56.2%
Total plan assets by year, all Drs. Russell, Berkebile & Associates, Inc. plans on file
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 EIN341032366
Plan Effective Date1969-11-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Drs. Russell, Berkeb…, Total assets ($B): 0.014388631 · Participants: 19Drs. Russell, Berkeb…Cleveland Clinic Inv…, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Inv…The Employer Retirem…, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirem…White Castle Profit …, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit …Holzer Health System…, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System…Southern Ohio Medica…, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medica…
Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Drs. Russell, Berkebile & Associates Inc… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan assets move in 2022? ▼
Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan contracted severely - down 31.1% during 2022, from $21M to $14M. Reported net income was -$7M.
How have Drs. Russell, Berkebile & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drs. Russell, Berkebile & Associates, Inc.'s sponsor-wide assets declined 56.2%, from $14M to $6M.
Which Profit Sharing plans are similar in size to Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Medinatura, Inc. Retirement Plan in NM ($14M, 32 participants).

Next read for Drs. Russell, Berkebile & Associates Inc…

Multi-year trail

Ways to act on Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341032366.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.