Profit Sharing · DOL Form 5500 · 2022
Dr. Alexander Graham Profit Sharing Plan
Data updated 2026-08-25
- $610K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $609,821
- Avg per participant High balance/head
Official DOL plan name: Dr. Alexander Graham Retirement Plan · Sponsored by Dr. Alexander Graham · Pennsylvania · Healthcare & Social Assistance
$610K in assets, 1 participants
Dr. Alexander Graham's Dr. Alexander Graham Retirement Plan reported $610K 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.
- #3,244 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Dr. Alexander Graham Retirement Plan declined sharply 19.7% in 2022 ($760K → $610K) for 1 participant.
- #3,244
- in Healthcare & Social Assistance (20,060 peers)
- -19.7%
- assets change YoY
The plan reported a net loss of $150K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dr. Alexander Graham Retirement Plan among the smaller filed plans by assets
Dr. Alexander Graham Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$609,821 20th percentile higher than 20% 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
Dr. Alexander Graham Retirement 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. Dr. Alexander Graham Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 251154894 · Dr. Alexander Graham PY 2022 · Profit Sharing
Dr. Alexander Graham Retirement Plan · $610K · 1 · 20th
- BOOK $610K
- VS-ST 1
- BOY 20th
- SCH Profit Sharing
- EBSA near Central Ohio Eyecare Inc. Profit Sharing Plan
- PART ind #3244
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 Pennsylvania →
Dr. Alexander Graham Retirement Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $760K |
|---|---|
| Net Assets (End of Year) | $610K |
| Net Income | -$150K |
| Employer EIN | 251154894 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Dr. Alexander Graham Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Central Ohio Eyecare Inc. Profit Sharing Plan in OH ($610K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($610K here).
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.