Profit Sharing · DOL Form 5500 · 2022

Kevin O'brien, M.D. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Kevin O'brien, M.D. Profit Sharing Plan · Sponsored by Kevin O'brien, M.D. · Alabama · Healthcare & Social Assistance

$2M in assets, 2 participants

Kevin O'brien, M.D.'s Kevin O'brien, M.D. Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #7,104 in Healthcare & Social Assistance (20,060 peers)

Kevin O'brien, M.D. multi-year trail

Kevin O'brien, M.D.'s plans moved +33.2% in assets from 2022 to 2024; this filing shows Kevin O'brien, M.D. Profit Sharing Plan at $2M / 2 participants.

#7,104
in Healthcare & Social Assistance (20,060 peers)
-10.0%
assets change YoY

The plan reported a net loss of $228K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kevin O'brien, M.D. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kevin O'brien, M.D. Profit Sharing Plan vs every filed plan by assets

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

$2,052,560 34th percentile higher than 34% 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

Kevin O'brien, M.D. 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. Kevin O'brien, M.D. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 631117324 · Kevin O'brien, M.D. PY 2022 · Profit Sharing

Kevin O'brien, M.D. Profit Sharing Plan · $2M · 2 · 34th

  • PART $2M
  • TYPE 2
  • NET 34th
  • BOOK Profit Sharing
  • VS-ST near Hanna and Morton, LLP Profit Sharing Plan for Selected Employees
  • BOY ind #7104

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 →

Kevin O'brien, M.D. Profit Sharing Plan in the asset neighbourhood

Kevin O'brien, M.D. Profit Sharing PlanKevin O'brien, M.D. Profit S…$2MHanna and Morton, LLP Profit Sharing Plan for Selected EmployeesHanna and Morton, LLP Profit…$2MSeniorage 403(b) Plan$2MSteven J. Levine, M.D. Profit Sharing PlanSteven J. Levine, M.D. Profi…$2MPamel Industries, Inc. Retirement PlanPamel Industries, Inc. Retir…$2M
End-of-year total assets ($M) among Kevin O'brien, M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Kevin O'brien, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Kevin O'brien, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.15976146860506% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.05M $2.73M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $3M

Kevin O'brien, M.D. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$228K
Employer EIN631117324
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Kevin O'brien, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 010203040 Total assets ($M) Participants Kevin O'brien, M.D. Profit Sharing Plan, Total assets ($M): 2.05256 · Participants: 2Kevin O'brien, M.D. 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
Kevin O'brien, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Kevin O'brien, M.D. Profit Sharing Plan side-by-side with 3 peers →

Kevin O'brien, M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Hanna and Morton, LLP Profit Sharing Plan for Selected Employees 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 Kevin O'brien, M.D. Profit Sharing Plan assets move in 2022? ▼
Kevin O'brien, M.D. Profit Sharing Plan pulled back noticeably - down 10.0% during 2022, from $2M to $2M. Reported net income was -$228K.
How have Kevin O'brien, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kevin O'brien, M.D.'s sponsor-wide assets grew 33.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Kevin O'brien, M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hanna and Morton, LLP Profit Sharing Plan for Selected Employees in CA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Kevin O'brien, M.D. 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 631117324.

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.