Profit Sharing · DOL Form 5500 · 2022

Charles a. Drumm & Associates, Inc Drumm Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$754,081
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charles a. Drumm & Associates, Inc. Profit Sharing Plan · Sponsored by Charles a. Drumm & Associates, Inc Drumm · Ohio · Manufacturing

$2M in assets, 2 participants

Charles a. Drumm & Associates, Inc Drumm's Charles a. Drumm & Associates, Inc. Profit Sharing Plan reported $2M in total assets and 2 participants 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.

  • #3,006 in Manufacturing (20,602 peers)

Charles a. Drumm & Associates, Inc Drumm multi-year trail

Charles a. Drumm & Associates, Inc Drumm's plans moved +18.3% in assets from 2022 to 2024; this filing shows Charles a. Drumm & Associates, Inc. Profit Sharing Plan at $2M / 2 participants.

#3,006
in Manufacturing (20,602 peers)
-20.6%
assets change YoY

The plan reported a net loss of $390K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles a. Drumm & Associates, Inc. Profit Sharing Plan among the smaller filed plans by assets

Charles a. Drumm & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,508,161 30th percentile higher than 30% 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

Charles a. Drumm & Associates, Inc. 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. Charles a. Drumm & Associates, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 341804686 · Charles a. Drumm & Associates, Inc Drumm PY 2022 · Profit Sharing

Charles a. Drumm & Associates, Inc. Profit Sharing Plan · $2M · 2 · 30th

  • RANK $2M
  • RANK 2
  • RANK 30th
  • RANK Profit Sharing
  • RANK near Borla Inc. Profit Sharing Plan
  • RANK ind #3006

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 Manufacturing retirement plans → · Plans in Ohio →

Charles a. Drumm & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Charles a. Drumm & Associates, Inc. Profit Sharing PlanCharles a. Drumm & Associate…$2MBorla Inc. Profit Sharing PlanBorla Inc. Profit Sharing Pl…$2MBrian K. Balser Co., Lpa P/S Plan & TrustBrian K. Balser Co., Lpa P/S…$2MPaul E. Andrews Dmd, PC Profit Sharing PlanPaul E. Andrews Dmd, PC Prof…$2MCentro De Patologia Avanzada De P. R. , C. S. P. Profit Sharing Retirement PlanCentro De Patologia Avanzada…$2M
End-of-year total assets ($M) among Charles a. Drumm & Associates, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Charles a. Drumm & Associates, Inc Drumm multi-year asset trail

Sponsor-wide plan assets over time

All Charles a. Drumm & Associates, Inc Drumm plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.281934090591122% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M$1.9M 202220232024 $1.51M $1.78M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Charles a. Drumm & Associates, Inc Drumm filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$390K
Employer EIN341804686
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Charles a. Drumm & Associates, Inc. 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 ($B) Participants Charles a. Drumm & Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.001508161 · Participants: 2Charles a. Drumm & Associates, Inc. Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Charles a. Drumm & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Charles a. Drumm & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Charles a. Drumm & Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Borla Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Charles a. Drumm & Associates, Inc. Profit Sharing Plan assets move in 2022? ▼
Charles a. Drumm & Associates, Inc. Profit Sharing Plan declined sharply - down 20.6% during 2022, from $2M to $2M. Reported net income was -$390K.
How have Charles a. Drumm & Associates, Inc Drumm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles a. Drumm & Associates, Inc Drumm's sponsor-wide assets grew 18.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Charles a. Drumm & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Borla Inc. Profit Sharing Plan in CA ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Charles a. Drumm & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

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 341804686.

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.