Profit Sharing · DOL Form 5500 · 2022

Marita Volk-Allen Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marita Volk-Allen Md 401(k) Profit Sharing Plan · Sponsored by Marita Volk-Allen · Ohio · Healthcare & Social Assistance

$2M in assets, 1 participants

Marita Volk-Allen's Marita Volk-Allen Md 401(k) Profit Sharing Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #6,017 in Healthcare & Social Assistance (20,060 peers)

Marita Volk-Allen multi-year trail

Marita Volk-Allen's plans moved +19.1% in assets from 2022 to 2024; this filing shows Marita Volk-Allen Md 401(k) Profit Sharing Plan at $2M / 1 participant.

#6,017
in Healthcare & Social Assistance (20,060 peers)
-11.6%
assets change YoY

The plan reported a net loss of $208K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marita Volk-Allen Md 401(k) Profit Sharing Plan among the smaller filed plans by assets

Marita Volk-Allen Md 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,587,569 30th percentile higher than 30% 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

Marita Volk-Allen Md 401(k) 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. Marita Volk-Allen Md 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 263040963 · Marita Volk-Allen PY 2022 · Profit Sharing

Marita Volk-Allen Md 401(k) Profit Sharing Plan · $2M · 1 · 30th

  • BOY $2M
  • SCH 1
  • EBSA 30th
  • PART Profit Sharing
  • TYPE near Bergen's Promise, Inc. Profit Sharing Plan
  • NET ind #6017

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 Ohio →

Marita Volk-Allen Md 401(k) Profit Sharing Plan in the asset neighbourhood

Marita Volk-Allen Md 401(k) Profit Sharing PlanMarita Volk-Allen Md 401(k) …$2MBergen's Promise, Inc. Profit Sharing PlanBergen's Promise, Inc. Profi…$2MLarsen Foundry Supply Corp Retirement PlanLarsen Foundry Supply Corp R…$2MThe Shield Institute Pension Plan for Members of the District Council 1707 Bargaining UnitThe Shield Institute Pension…$2MAnil K Jain Profit Sharing PlanAnil K Jain Profit Sharing P…$2M
End-of-year total assets ($M) among Marita Volk-Allen Md 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Marita Volk-Allen multi-year asset trail

Sponsor-wide plan assets over time

All Marita Volk-Allen plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.06537605609583% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.59M $1.89M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Marita Volk-Allen filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$208K
Employer EIN263040963
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Marita Volk-Allen Md 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Marita Volk-Allen Md 401(k) Profit Sharing Plan, Total assets ($B): 0.001587569 · Participants: 1Marita Volk-Allen Md 401(k) Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Marita Volk-Allen Md 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Marita Volk-Allen Md 401(k) Profit Sharing Plan side-by-side with 3 peers →

Marita Volk-Allen Md 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Bergen's Promise, Inc. Profit Sharing Plan in NJ ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Marita Volk-Allen Md 401(k) Profit Sharing Plan assets move in 2022? ▼
Marita Volk-Allen Md 401(k) Profit Sharing Plan pulled back noticeably - down 11.6% during 2022, from $2M to $2M. Reported net income was -$208K.
How have Marita Volk-Allen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marita Volk-Allen's sponsor-wide assets grew 19.1%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Marita Volk-Allen Md 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bergen's Promise, Inc. Profit Sharing Plan in NJ ($2M, 88 participants).
Which Profit Sharing plans cover a similar participant headcount to Marita Volk-Allen Md 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 263040963.

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.