Profit Sharing · DOL Form 5500 · 2022

Anthony O Roberts Md PC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
25th
Percentile by assets National rank
$171,390
Avg per participant Above avg balance/head
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Official DOL plan name: Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement · Sponsored by Anthony O Roberts Md PC · Maryland · Healthcare & Social Assistance

$1M in assets, 6 participants

Anthony O Roberts Md PC's Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,528 in Healthcare & Social Assistance (20,060 peers)

Anthony O Roberts Md PC multi-year trail

Anthony O Roberts Md PC's plans moved +119.9% in assets from 2022 to 2024; this filing shows Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement at $1M / 6 participants.

#4,528
in Healthcare & Social Assistance (20,060 peers)
-41.8%
assets change YoY

The plan reported a net loss of $738K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement among the smaller filed plans by assets

Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement vs every filed plan by assets

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

$1,028,341 25th percentile higher than 25% 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

Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement is a micro filing (6 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 900130325 · Anthony O Roberts Md PC PY 2022 · Profit Sharing

Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement · $1M · 6 · 25th

  • BOOK $1M
  • BOOK 6
  • BOOK 25th
  • BOOK Profit Sharing
  • BOOK near Kennedy Webster Co Fifth Restated Employees Profit Sharing Plan
  • BOOK ind #4528

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 Maryland →

Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement in the asset neighbourhood

Anthony O Roberts Md PC Profit Sharing Plan and Trust AgreementAnthony O Roberts Md PC Prof…$1MKennedy Webster Co Fifth Restated Employees Profit Sharing PlanKennedy Webster Co Fifth Res…$1MDavid a Vasquez Profit Sharing Plan & TrustDavid a Vasquez Profit Shari…$1MSeraaj Family Homes, Inc. Profit Sharing PlanSeraaj Family Homes, Inc. Pr…$1MGerhardt & Berry Construction, Inc. Profit-Sharing PlanGerhardt & Berry Constructio…$1M
End-of-year total assets ($M) among Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Anthony O Roberts Md PC multi-year asset trail

Sponsor-wide plan assets over time

All Anthony O Roberts Md PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 119.89320663087439% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.03M $2.26M ▲ +119.4%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M
2024 1 7 $2M

Anthony O Roberts Md PC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$738K
Employer EIN900130325
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Maryland

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

Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement, Total assets ($B): 0.001028341 · Participants: 6Anthony O Roberts Md PC Profit Sharing Plan and Trust AgreementSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.367120035 · Participants: 24528Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.447690152 · Participants: 2781Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 0.928043408 · Participants: 4122Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.614140035 · Participants: 10013International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.459812851 · Participants: 2732Nfl Player Capital Accumulation Plan
Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement vs. nearby Profit Sharing plans in Maryland, assets vs. participants

Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Kennedy Webster Co Fifth Restated Employees Profit Sharing Plan in IL ($1M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement assets move in 2022?
Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement contracted severely - down 41.8% during 2022, from $2M to $1M. Reported net income was -$738K.
How have Anthony O Roberts Md PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Anthony O Roberts Md PC's sponsor-wide assets grew 119.9%, from $1M to $2M.
Where does Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement rank by assets among Form 5500 filers?
Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement?
Among Profit Sharing plans in other states, the closest by assets is Kennedy Webster Co Fifth Restated Employees Profit Sharing Plan in IL ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Anthony O Roberts Md PC Profit Sharing Plan and Trust Agreement?
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K in assets).