Profit Sharing · DOL Form 5500 · 2022

Edward R. Levin Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
35th
Percentile by assets National rank
$734,194
Avg per participant High balance/head
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Official DOL plan name: Edward R. Levin, Cpa Self Employed Profit Sharing Plan · Sponsored by Edward R. Levin · Alabama · Professional & Technical Services

$2M in assets, 3 participants

Edward R. Levin's Edward R. Levin, Cpa Self Employed Profit Sharing Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,884 in Professional & Technical Services (21,562 peers)

Edward R. Levin multi-year trail

Edward R. Levin's plans moved +34.8% in assets from 2022 to 2024; this filing shows Edward R. Levin, Cpa Self Employed Profit Sharing Plan at $2M / 3 participants.

#6,884
in Professional & Technical Services (21,562 peers)
-3.4%
assets change YoY

The plan reported a net loss of $77K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edward R. Levin, Cpa Self Employed Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Edward R. Levin, Cpa Self Employed Profit Sharing Plan vs every filed plan by assets

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

$2,202,582 35th percentile higher than 35% 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

Edward R. Levin, Cpa Self Employed 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. Edward R. Levin, Cpa Self Employed Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 630883379 · Edward R. Levin PY 2022 · Profit Sharing

Edward R. Levin, Cpa Self Employed Profit Sharing Plan · $2M · 3 · 35th

  • ASSETS $2M
  • PCT 3
  • EIN 35th
  • RANK Profit Sharing
  • PHOTO near Eric H Spellman Dds Keogh Profit Sharing Plan Op
  • IND ind #6884

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Edward R. Levin, Cpa Self Employed Profit Sharing Plan in the asset neighbourhood

Edward R. Levin, Cpa Self Employed Profit Sharing PlanEdward R. Levin, Cpa Self Em…$2MEric H Spellman Dds Keogh Profit Sharing Plan OpEric H Spellman Dds Keogh Pr…$2MZuelzer USA Seeds LLC Retirement PlanZuelzer USA Seeds LLC Retire…$2MFox Grape Family Dentistry 401(k) Profit Sharing PlanFox Grape Family Dentistry 4…$2MConcord Investment Counsel Inc Profit Sharing Qrp Group PlanConcord Investment Counsel I…$2M
End-of-year total assets ($M) among Edward R. Levin, Cpa Self Employed Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Edward R. Levin multi-year asset trail

Sponsor-wide plan assets over time

All Edward R. Levin plans reported in each filing year

Latest sponsor-wide plan assets
$3M 34.76029496291171% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.2M $2.97M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $3M
2024 1 3 $3M

Edward R. Levin filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$77K
Employer EIN630883379
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Edward R. Levin, Cpa Self Employed Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 010203040 Total assets ($M) Participants Edward R. Levin, Cpa Self Employed Profit Sharing Plan, Total assets ($M): 2.202582 · Participants: 3Edward R. Levin, Cpa Self Employed 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
Edward R. Levin, Cpa Self Employed Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Edward R. Levin, Cpa Self Employed Profit Sharing Plan side-by-side with 3 peers →

Edward R. Levin, Cpa Self Employed Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Eric H Spellman Dds Keogh Profit Sharing Plan Op in NY ($2M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Edward R. Levin, Cpa Self Employed Profit Sharing Plan assets move in 2022? ▼
Edward R. Levin, Cpa Self Employed Profit Sharing Plan edged down modestly - down 3.4% during 2022, from $2M to $2M. Reported net income was -$77K.
How have Edward R. Levin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward R. Levin's sponsor-wide assets grew 34.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Edward R. Levin, Cpa Self Employed Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Eric H Spellman Dds Keogh Profit Sharing Plan Op in NY ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Edward R. Levin, Cpa Self Employed Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 630883379.

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.