Profit Sharing · DOL Form 5500 · 2022

Raj K. Bhatia, M.D., Inc. Employees Profit-Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$347K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$86,857
Avg per participant Below avg balance/head
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Official DOL plan name: Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan · Sponsored by Raj K. Bhatia, M.D., Inc. Employees Profit-Sharing Plan · Ohio · Healthcare & Social Assistance

$347K in assets, 4 participants

Raj K. Bhatia, M.D., Inc. Employees Profit-Sharing Plan's Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan reported $347K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,204 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan pulled back noticeably 11.0% in 2022 ($391K → $347K) for 4 participants.

#2,204
in Healthcare & Social Assistance (20,060 peers)
-11.0%
assets change YoY

The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan among the smaller filed plans by assets

Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan vs every filed plan by assets

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

$347,426 15th percentile higher than 15% 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

Raj K. Bhatia M.D. Inc. Employees 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. Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 341300759 · Raj K. Bhatia, M.D., Inc. Employees Profit-Sharing Plan PY 2022 · Profit Sharing

Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan · $347K · 4 · 15th

  • EBSA $347K
  • EBSA 4
  • EBSA 15th
  • EBSA Profit Sharing
  • EBSA near Routemasters Nationwide Inc. Retirement Plan
  • EBSA ind #2204

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 →

Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan in the asset neighbourhood

Raj K. Bhatia M.D. Inc. Employees Profit Sharing PlanRaj K. Bhatia M.D. Inc. Empl…$347KRoutemasters Nationwide Inc. Retirement PlanRoutemasters Nationwide Inc.…$347KVanderhall Enterprises Inc. Retirement PlanVanderhall Enterprises Inc. …$347KChateau Davison, Inc. Profit Sharing PlanChateau Davison, Inc. Profit…$347KElysium, Inc. Profit Sharing Plan & TrustElysium, Inc. Profit Sharing…$348K
End-of-year total assets ($M) among Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Raj K. Bhatia, M.D., Inc. Employees Profit-Sharing Plan years around the 2022 move

Sponsor-wide plan assets over time

All Raj K. Bhatia, M.D., Inc. Employees Profit-Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.35M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $347K
2023 1 4 $26K
2024 1 N/A N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$391K
Net Assets (End of Year)$347K
Net Income-$43K
Employer EIN341300759
Plan Effective Date1980-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Raj K. Bhatia M.D. Inc. Employees 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 ($B) Participants Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan, Total assets ($B): 0.000347426 · Participants: 4Raj K. Bhatia M.D. Inc. Employees 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
Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Routemasters Nationwide Inc. Retirement Plan in NY ($347K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan assets move in 2022?
Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan pulled back noticeably - down 11.0% during 2022, from $391K to $347K. Reported net income was -$43K.
Where does Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan rank by assets among Form 5500 filers?
Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Routemasters Nationwide Inc. Retirement Plan in NY ($347K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A in assets).