Profit Sharing · DOL Form 5500 · 2022
Pmbd Garrett Inc. Profit Sharing Plan
Data updated 2026-08-25
- $862K
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $57,435
- Avg per participant Low balance/head
Official DOL plan name: Pmbd Garrett Inc. Retirement Plan · Sponsored by Pmbd Garrett Inc. · Ohio · Healthcare & Social Assistance
$862K in assets, 15 participants
Pmbd Garrett Inc.'s Pmbd Garrett Inc. Retirement Plan reported $862K in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #4,040 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Pmbd Garrett Inc. Retirement Plan declined sharply 19.0% in 2022 ($1M → $862K) for 15 participants.
- #4,040
- in Healthcare & Social Assistance (20,060 peers)
- -19.0%
- assets change YoY
The plan reported a net loss of $202K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pmbd Garrett Inc. Retirement Plan among the smaller filed plans by assets
Pmbd Garrett Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$861,521 23rd percentile higher than 23% 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
Pmbd Garrett Inc. Retirement 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. Pmbd Garrett Inc. Retirement Plan is a small filing (15 participants) on this national headcount ladder.
DOL schedule card
Filing strip 460970849 · Pmbd Garrett Inc. PY 2022 · Profit Sharing
Pmbd Garrett Inc. Retirement Plan · $862K · 15 · 23rd
- RANK $862K
- RANK 15
- RANK 23rd
- RANK Profit Sharing
- RANK near Stephen Sherer Md PA Profit Sharing Plan
- RANK ind #4040
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 →
Pmbd Garrett Inc. Retirement Plan in the asset neighbourhood
Pmbd Garrett Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Pmbd Garrett Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $925K 7.409801966522% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $862K |
| 2023 | 1 | 14 | $749K |
| 2024 | 1 | 14 | $925K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $862K |
| Net Income | -$202K |
| Employer EIN | 460970849 |
| Plan Effective Date | 2012-09-12 |
| 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
Pmbd Garrett Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Stephen Sherer Md PA Profit Sharing Plan in NJ ($862K); by covered participants it is Texo Enterprises, Inc. Retirement Plan in KY (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($862K here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.