Profit Sharing · DOL Form 5500 · 2022

Montgomery Rheumatology Assoc.,P.a. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
10
Participants Small participant base
65th
Percentile by assets National rank
$984,313
Avg per participant High balance/head
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Official DOL plan name: Montgomery Rheumatology Associates, P.a. Profit Sharing Plan · Sponsored by Montgomery Rheumatology Assoc.,P.a. · Alabama · Healthcare & Social Assistance

$10M in assets, 10 participants

Montgomery Rheumatology Assoc.,P.a.'s Montgomery Rheumatology Associates, P.a. Profit Sharing Plan reported $10M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,035 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Montgomery Rheumatology Associates, P.a. Profit Sharing Plan holds $10M for 10 participants - about $984,313 per participant, above the median plan by assets.

#14,035
in Healthcare & Social Assistance (20,060 peers)
-0.3%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montgomery Rheumatology Associates, P.a. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Montgomery Rheumatology Associates, P.a. Profit Sharing Plan vs every filed plan by assets

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

$9,843,129 Top 35% higher than 65% 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

Montgomery Rheumatology Associates, P.a. 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. Montgomery Rheumatology Associates, P.a. Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 630828806 · Montgomery Rheumatology Assoc.,P.a. PY 2022 · Profit Sharing

Montgomery Rheumatology Associates, P.a. Profit Sharing Plan · $10M · 10 · 65th

  • EIN $10M
  • RANK 10
  • PHOTO 65th
  • IND Profit Sharing
  • EOY near East Manufacturing Corporation Profit Sharing Plan
  • 5500 ind #14035

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 Alabama →

Montgomery Rheumatology Associates, P.a. Profit Sharing Plan in the asset neighbourhood

Unlimited Construction Services Inc 401(k) Profit Sharing PlanUnlimited Construction Servi…$10MMontgomery Rheumatology Associates, P.a. Profit Sharing PlanMontgomery Rheumatology Asso…$10MEast Manufacturing Corporation Profit Sharing PlanEast Manufacturing Corporati…$10MCoop. a/C De Arecibo 1081.01(D) Salary Deferral Retirement PlanCoop. a/C De Arecibo 1081.01…$10MCossma, Inc. Retirement Plan$10M
End-of-year total assets ($M) among Montgomery Rheumatology Associates, P.a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$30K
Employer EIN630828806
Plan Effective Date1985-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montgomery Rheumatology Assoc.,P.a.)

Sponsor-wide plan assets over time

All Montgomery Rheumatology Assoc.,P.a. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $9.84M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 10 $10M
2023 1 6 $14M
2024 1 5 N/A

Nearby Profit Sharing Plans in Alabama

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

Montgomery Rheumatology Associates, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 010203040 Total assets ($M) Participants Montgomery Rheumatology Associates, P.a. Profit Sharing Plan, Total assets ($M): 9.843129 · Participants: 10Montgomery Rheumatology Associates, P.a. Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 37.57775 · Participants: 2454The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 27.274054 · Participants: 41Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 21.937645 · Participants: 14Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 20.397344 · Participants: 362Auto Investment, Inc. 401(k) PlanAerie Aerospace 401(k) Profit Sharing Plan, Total assets ($M): 16.433569 · Participants: 246Aerie Aerospace 401(k) Profit Sharing Plan
Montgomery Rheumatology Associates, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Montgomery Rheumatology Associates, P.a. Profit Sharing Plan side-by-side with 3 peers →

Montgomery Rheumatology Associates, P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is East Manufacturing Corporation Profit Sharing Plan in OH ($10M); by covered participants it is Khenricks Inc. Retirement Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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.

Frequently Asked Questions

How did Montgomery Rheumatology Associates, P.a. Profit Sharing Plan assets move in 2022? ▼
Montgomery Rheumatology Associates, P.a. Profit Sharing Plan held essentially flat - down 0.3% during 2022, from $10M to $10M. Reported net income was -$30K.
Which Profit Sharing plans are similar in size to Montgomery Rheumatology Associates, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is East Manufacturing Corporation Profit Sharing Plan in OH ($10M, 411 participants).
Which Profit Sharing plans cover a similar participant headcount to Montgomery Rheumatology Associates, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Khenricks Inc. Retirement Plan in MN (10 participants, $884K 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 630828806.

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.