Profit Sharing · DOL Form 5500 · 2022
Montgomery Rheumatology Assoc.,P.a. Profit Sharing Plan
Data updated 2026-08-11
- $10M
- Total assets
- 10
- Participants
- 65th
- Percentile by assets
- $984,313
- Avg per participant
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.
- 65th percentile by assets (of 139,126 plans)
- #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.
- $10M
- total plan assets (2022 EOY)
- 10
- covered participants
- 65th
- percentile by assets (of 139,126 plans)
- $984,313
- avg assets per participant
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.
Profit Sharing filing for Montgomery Rheumatology Associates, P.a. Profit Sharing Plan
Profit Sharing filing for plan year 2022: EIN 630828806 ; effective since 1985-06-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$30K |
| Employer EIN | 630828806 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery Rheumatology Assoc.,P.a.)
| 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
- The Health Care Authority for Baptist Health Matching Dollar Plan $38M · 2,454
- Pathology Associates, P.C. Profit Sharing Plan and Trust $27M · 41
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $22M · 14
- Auto Investment, Inc. 401(k) Plan $20M · 362
- Aerie Aerospace 401(k) Profit Sharing Plan $16M · 246
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Montgomery Rheumatology Associates, P.a. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Montgomery Rheumatology Associates, P.a. Profit Sharing Plan's numbers.
- By total assets, Montgomery Rheumatology Associates, P.a. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Alabama. Compare plans