Profit Sharing · DOL Form 5500 · 2022

Sam Goldberger, M.D. Profit Sharing Plan

Data updated 2026-08-25

$825K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$824,634
Avg per participant High balance/head
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Official DOL plan name: Sam Goldberger, M.D. Profit Sharing Plan · Sponsored by Sam Goldberger, M.D. · Massachusetts · Healthcare & Social Assistance

$825K in assets, 1 participants

Sam Goldberger, M.D.'s Sam Goldberger, M.D. Profit Sharing Plan reported $825K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,938 in Healthcare & Social Assistance (20,060 peers)

Sam Goldberger, M.D. multi-year trail

Sam Goldberger, M.D.'s plans moved +26.0% in assets from 2022 to 2024; this filing shows Sam Goldberger, M.D. Profit Sharing Plan at $825K / 1 participant.

#3,938
in Healthcare & Social Assistance (20,060 peers)
-29.7%
assets change YoY

The plan reported a net loss of $349K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sam Goldberger, M.D. Profit Sharing Plan among the smaller filed plans by assets

Sam Goldberger, M.D. Profit Sharing Plan vs every filed plan by assets

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

$824,634 23rd percentile higher than 23% 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

Sam Goldberger, 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. Sam Goldberger, M.D. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 901257398 · Sam Goldberger, M.D. PY 2022 · Profit Sharing

Sam Goldberger, M.D. Profit Sharing Plan · $825K · 1 · 23rd

  • ASSETS $825K
  • PCT 1
  • EIN 23rd
  • RANK Profit Sharing
  • PHOTO near Denis W. Macdonald, M.D., P.a. Profit Sharing Plan
  • IND ind #3938

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 Massachusetts →

Sam Goldberger, M.D. Profit Sharing Plan in the asset neighbourhood

Ehz Holdings Incorporated Retirement PlanEhz Holdings Incorporated Re…$825KHale Building Company, Inc. Profit Sharing PlanHale Building Company, Inc. …$825KSam Goldberger, M.D. Profit Sharing PlanSam Goldberger, M.D. Profit …$825KDenis W. Macdonald, M.D., P.a. Profit Sharing PlanDenis W. Macdonald, M.D., P.…$825KSnk Ventures, Inc. Retirement PlanSnk Ventures, Inc. Retiremen…$825K
End-of-year total assets ($M) among Sam Goldberger, M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Sam Goldberger, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Sam Goldberger, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.031184743777242% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.82M $1.04M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 1 $825K
2023 1 1 $964K
2024 1 1 $1M

Sam Goldberger, M.D. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$825K
Net Income-$349K
Employer EIN901257398
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Sam Goldberger, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sam Goldberger, M.D. Profit Sharing Plan, Total assets ($B): 0.000824634 · Participants: 1Sam Goldberger, M.D. Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Sam Goldberger, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Sam Goldberger, M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Denis W. Macdonald, M.D., P.a. Profit Sharing Plan in MD ($825K); 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 Sam Goldberger, M.D. Profit Sharing Plan assets move in 2022?
Sam Goldberger, M.D. Profit Sharing Plan declined sharply - down 29.7% during 2022, from $1M to $825K. Reported net income was -$349K.
How have Sam Goldberger, M.D. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sam Goldberger, M.D.'s sponsor-wide assets grew 26.0%, from $825K to $1M.
Where does Sam Goldberger, M.D. Profit Sharing Plan rank by assets among Form 5500 filers?
Sam Goldberger, M.D. Profit Sharing Plan ranks in the 23rd 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 Sam Goldberger, M.D. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Denis W. Macdonald, M.D., P.a. Profit Sharing Plan in MD ($825K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Sam Goldberger, M.D. 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).