Profit Sharing · DOL Form 5500 · 2022
Martin W Kern, Md, Sc Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 37th
- Percentile by assets National rank
Official DOL plan name: Martin W. Kern M.D., S.C. Restated Profit Sharing Plan · Sponsored by Martin W Kern, Md, Sc · Wisconsin · Healthcare & Social Assistance
$2M in assets, N/A participants
Martin W Kern, Md, Sc's Martin W. Kern M.D., S.C. Restated Profit Sharing Plan reported $2M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #7,802 in Healthcare & Social Assistance (20,060 peers)
Martin W Kern, Md, Sc multi-year trail
Martin W Kern, Md, Sc's plans moved +12.8% in assets from 2022 to 2024; this filing shows Martin W. Kern M.D., S.C. Restated Profit Sharing Plan at $2M / N/A participants.
- #7,802
- in Healthcare & Social Assistance (20,060 peers)
- -13.3%
- assets change YoY
The plan reported a net loss of $370K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Martin W. Kern M.D., S.C. Restated Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Martin W. Kern M.D., S.C. Restated Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,408,163 37th percentile higher than 37% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 391256400 · Martin W Kern, Md, Sc PY 2022 · Profit Sharing
Martin W. Kern M.D., S.C. Restated Profit Sharing Plan · $2M · N/A · 37th
- VS-ST $2M
- VS-ST N/A
- VS-ST 37th
- VS-ST Profit Sharing
- VS-ST near Dni Ventures, Inc. Profit Sharing Plan
- VS-ST ind #7802
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 Wisconsin →
Martin W. Kern M.D., S.C. Restated Profit Sharing Plan in the asset neighbourhood
Martin W Kern, Md, Sc multi-year asset trail
Sponsor-wide plan assets over time
All Martin W Kern, Md, Sc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 12.828948870985894% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $2M |
| 2023 | 1 | N/A | $3M |
| 2024 | 1 | N/A | $3M |
Martin W Kern, Md, Sc filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$370K |
| Employer EIN | 391256400 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
Martin W. Kern M.D., S.C. Restated Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets
Outside Wisconsin, the nearest Profit Sharing by end-of-year assets is Dni Ventures, Inc. Profit Sharing Plan in OH at $2M (this filing: $2M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.