Profit Sharing · DOL Form 5500 · 2022

Michael R. Savona, M.D., a Sole Proprietorship Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
33rd
Percentile by assets National rank
$626,449
Avg per participant High balance/head
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Official DOL plan name: Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan · Sponsored by Michael R. Savona, M.D., a Sole Proprietorship · Hawaii · Healthcare & Social Assistance

$2M in assets, 3 participants

Michael R. Savona, M.D., a Sole Proprietorship's Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,697 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan declined sharply 17.4% in 2022 ($2M → $2M) for 3 participants.

#6,697
in Healthcare & Social Assistance (20,060 peers)
-17.4%
assets change YoY

The plan reported a net loss of $396K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan among the smaller filed plans by assets

Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan vs every filed plan by assets

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

$1,879,346 33rd percentile higher than 33% 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

Michael R. Savona, M.D., a Sole Proprietorship, 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. Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 651281738 · Michael R. Savona, M.D., a Sole Proprietorship PY 2022 · Profit Sharing

Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan · $2M · 3 · 33rd

  • EBSA $2M
  • PART 3
  • TYPE 33rd
  • NET Profit Sharing
  • BOOK near Sytek Consultants Profit Sharing Plan
  • VS-ST ind #6697

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 Hawaii →

Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan in the asset neighbourhood

Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing PlanMichael R. Savona, M.D., a S…$2MSytek Consultants Profit Sharing PlanSytek Consultants Profit Sha…$2MM.C.C.a.B. 403(b) Plan$2MRenmar Dme Inc. Retirement PlanRenmar Dme Inc. Retirement P…$2MJamil Ahmed Md, PC Profit Sharing PlanJamil Ahmed Md, PC Profit Sh…$2M
End-of-year total assets ($M) among Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Michael R. Savona, M.D., a Sole Proprietorship years around the 2022 move

Sponsor-wide plan assets over time

All Michael R. Savona, M.D., a Sole Proprietorship plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.221173748740253% vs 2022
2024 filing year
$1.85M$1.9M$1.95M$2M$2.05M 202220232024 $1.88M $1.94M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$396K
Employer EIN651281738
Plan Effective Date1987-04-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Hawaii

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

Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan, Total assets ($M): 1.879346 · Participants: 3Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing PlanHawaii Electricians Annuity Plan, Total assets ($M): 401.99921 · Participants: 2531Hawaii Electricians Annuity PlanHawaiiusa Fcu Retirement Plan, Total assets ($M): 47.623878 · Participants: 396Hawaiiusa Fcu Retirement PlanHawaiian Dredging Construction Company Profit Sharing Plan, Total assets ($M): 29.351643 · Participants: 297Hawaiian Dredging Construction Company Profit Sharing PlanUnlimited Construction Services Inc 401(k) Profit Sharing Plan, Total assets ($M): 9.854745 · Participants: 90Unlimited Construction Services Inc 401(k) Profit Sharing PlanDavis Levin Livingston, Attorneys at Law Profit Sharing Plan, Total assets ($M): 9.81421 · Participants: 12Davis Levin Livingston, Attorneys at Law Profit Sharing Plan
Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants
Compare Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan side-by-side with 3 peers →

Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Hawaii, the nearest Profit Sharing by assets is Sytek Consultants Profit Sharing Plan in NY ($2M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 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 (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 Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan assets move in 2022? ▼
Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan declined sharply - down 17.4% during 2022, from $2M to $2M. Reported net income was -$396K.
How have Michael R. Savona, M.D., a Sole Proprietorship plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael R. Savona, M.D., a Sole Proprietorship's sponsor-wide assets grew 3.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Michael R. Savona, M.D., a Sole Proprietorship, Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sytek Consultants Profit Sharing Plan in NY ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Michael R. Savona, M.D., a Sole Proprietorship, 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 651281738.

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.