Profit Sharing · DOL Form 5500 · 2022
Montana Valley Eye Clinic, PLLC Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $224,611
- Avg per participant Above avg balance/head
Official DOL plan name: Montana Valley Eye Clinic Profit Sharing Plan · Sponsored by Montana Valley Eye Clinic, PLLC · Montana · Healthcare & Social Assistance
$2M in assets, 8 participants
Montana Valley Eye Clinic, PLLC's Montana Valley Eye Clinic Profit Sharing Plan reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #6,521 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Montana Valley Eye Clinic Profit Sharing Plan pulled back noticeably 8.9% in 2022 ($2M → $2M) for 8 participants.
- #6,521
- in Healthcare & Social Assistance (20,060 peers)
- -8.9%
- assets change YoY
The plan reported a net loss of $176K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Montana Valley Eye Clinic Profit Sharing Plan among the smaller filed plans by assets
Montana Valley Eye Clinic Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,796,887 32nd percentile higher than 32% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Montana Valley Eye Clinic 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. Montana Valley Eye Clinic Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
DOL schedule card
Filing strip 810522526 · Montana Valley Eye Clinic, PLLC PY 2022 · Profit Sharing
Montana Valley Eye Clinic Profit Sharing Plan · $2M · 8 · 32nd
- PCT $2M
- EIN 8
- RANK 32nd
- PHOTO Profit Sharing
- IND near Center for Family Representation Pension Plan
- EOY ind #6521
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 Montana →
Montana Valley Eye Clinic Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$176K |
| Employer EIN | 810522526 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Montana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cushing Terrell 401(k) Retirement Plan $61M · 424
- Okeefe Drilling Company Profit-Sharing Trust $17M · 28
- Barrett Hospital Development Corporation 403(b) Plan $17M · 244
- Langlas & Associates, Inc. Profit Sharing Plan $13M · 155
- Blue Rock Products Company Profit Sharing Plan $10M · 71
Montana Valley Eye Clinic Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Montana, the nearest Profit Sharing by assets is Center for Family Representation Pension Plan in NY ($2M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.