Profit Sharing · DOL Form 5500 · 2022
Simon a Levit Md Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 39th
- Percentile by assets National rank
Official DOL plan name: Simon a Levit Md Profit Sharing Plan · Sponsored by Simon a Levit Md · Oklahoma · Healthcare & Social Assistance
$3M in assets, N/A participants
Simon a Levit Md's Simon a Levit Md Profit Sharing Plan reported $3M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #8,326 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Simon a Levit Md Profit Sharing Plan declined sharply 19.2% in 2022 ($3M → $3M) for N/A participants.
- #8,326
- in Healthcare & Social Assistance (20,060 peers)
- -19.2%
- assets change YoY
The plan reported a net loss of $644K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Simon a Levit Md Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Simon a Levit Md Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,713,640 39th percentile higher than 39% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 731187729 · Simon a Levit Md PY 2022 · Profit Sharing
Simon a Levit Md Profit Sharing Plan · $3M · N/A · 39th
- EIN $3M
- RANK N/A
- PHOTO 39th
- IND Profit Sharing
- EOY near Yoder Farm & Drainage, Inc. Employees Profit Sharing Plan
- 5500 ind #8326
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 Oklahoma →
Simon a Levit Md Profit Sharing Plan in the asset neighbourhood
Simon a Levit Md years around the 2022 move
Sponsor-wide plan assets over time
All Simon a Levit Md plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 4.0464468389322095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $3M |
| 2023 | 1 | N/A | $3M |
| 2024 | 1 | 1 | $3M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$644K |
| Employer EIN | 731187729 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oklahoma
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dolese Bros. Co. Profit Sharing Plan $103M · 975
- Family & Children's Services 403(b) Plan $28M · 762
- Eskridge Auto Group Profit Sharing Plan $22M · 148
- Veenker Resources, Inc. Profit Sharing Plan $18M · 9
- Midlands Management Corporation 401(k) Plan $9M · 74
Simon a Levit Md Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets
Outside Oklahoma, the nearest Profit Sharing by end-of-year assets is Yoder Farm & Drainage, Inc. Employees Profit Sharing Plan in IL at $3M (this filing: $3M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.