Profit Sharing · DOL Form 5500 · 2022

Josephine Aloot, M.D. Profit Sharing Plan

Data updated 2026-08-25

$593K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$592,767
Avg per participant High balance/head
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Official DOL plan name: Josephine Aloot, M.D. Employees Profit Sharing Plan · Sponsored by Josephine Aloot, M.D. · Michigan · Healthcare & Social Assistance

$593K in assets, 1 participants

Josephine Aloot, M.D.'s Josephine Aloot, M.D. Employees Profit Sharing Plan reported $593K in total assets and 1 participant 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.

  • #3,186 in Healthcare & Social Assistance (20,060 peers)

Josephine Aloot, M.D. multi-year trail

Josephine Aloot, M.D.'s plans moved +19.3% in assets from 2022 to 2024; this filing shows Josephine Aloot, M.D. Employees Profit Sharing Plan at $593K / 1 participant.

#3,186
in Healthcare & Social Assistance (20,060 peers)
-8.0%
assets change YoY

The plan reported a net loss of $51K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Josephine Aloot, M.D. Employees Profit Sharing Plan among the smaller filed plans by assets

Josephine Aloot, M.D. Employees Profit Sharing Plan vs every filed plan by assets

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

$592,767 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

Josephine Aloot, M.D. Employees 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. Josephine Aloot, M.D. Employees Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 382499587 · Josephine Aloot, M.D. PY 2022 · Profit Sharing

Josephine Aloot, M.D. Employees Profit Sharing Plan · $593K · 1 · 20th

  • TYPE $593K
  • NET 1
  • BOOK 20th
  • VS-ST Profit Sharing
  • BOY near Efrain Vidal Cabanas Target Benefit Pension
  • SCH ind #3186

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 Michigan →

Josephine Aloot, M.D. Employees Profit Sharing Plan in the asset neighbourhood

Josephine Aloot, M.D. Employees Profit Sharing PlanJosephine Aloot, M.D. Employ…$593KEfrain Vidal Cabanas Target Benefit PensionEfrain Vidal Cabanas Target …$593KDonald Curtis Home and Auto, Inc. Profit Sharing PlanDonald Curtis Home and Auto,…$593KH. Timothy Han D.D.S., Inc. Retirement PlanH. Timothy Han D.D.S., Inc. …$593KM and I Commercial Hygiene Services Inc. Retirement PlanM and I Commercial Hygiene S…$593K
End-of-year total assets ($M) among Josephine Aloot, M.D. Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Josephine Aloot, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Josephine Aloot, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$707K 19.25410827525824% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.59M $0.71M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 1 $593K
2023 1 1 $630K
2024 1 1 $707K

Josephine Aloot, M.D. filing trail (2022)

Total Assets (Beginning of Year)$644K
Net Assets (End of Year)$593K
Net Income-$51K
Employer EIN382499587
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

Josephine Aloot, M.D. Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Josephine Aloot, M.D. Employees Profit Sharing Plan, Total assets ($B): 0.000592767 · Participants: 1Josephine Aloot, M.D. Employees Profit Sharing PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.562673044 · Participants: 15480Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.474769731 · Participants: 10395Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.370960232 · Participants: 8330Ohio Carpenters' Annuity PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.247597207 · Participants: 1286IBEW Local 150 Supplemental Pension FundHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.233598708 · Participants: 687Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan
Josephine Aloot, M.D. Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants

Josephine Aloot, M.D. Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Efrain Vidal Cabanas Target Benefit Pension in PR ($593K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Josephine Aloot, M.D. Employees Profit Sharing Plan assets move in 2022?
Josephine Aloot, M.D. Employees Profit Sharing Plan pulled back noticeably - down 8.0% during 2022, from $644K to $593K. Reported net income was -$51K.
How have Josephine Aloot, M.D. plan assets changed over time?
Across 3 plan years on file (2022-2024), Josephine Aloot, M.D.'s sponsor-wide assets grew 19.3%, from $593K to $707K.
Where does Josephine Aloot, M.D. Employees Profit Sharing Plan rank by assets among Form 5500 filers?
Josephine Aloot, M.D. Employees 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 Josephine Aloot, M.D. Employees Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Efrain Vidal Cabanas Target Benefit Pension in PR ($593K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Josephine Aloot, M.D. Employees Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).