Profit Sharing · DOL Form 5500 · 2022

Richard D Adelman Profit Sharing Plan

Data updated 2026-08-25

$928K
Total assets Small plan by assets
11
Participants Small participant base
24th
Percentile by assets National rank
$84,341
Avg per participant Below avg balance/head
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Official DOL plan name: Richard D Adelman, Profit Sharing Plan · Sponsored by Richard D Adelman · North Carolina · Healthcare & Social Assistance

$928K in assets, 11 participants

Richard D Adelman's Richard D Adelman, Profit Sharing Plan reported $928K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,229 in Healthcare & Social Assistance (20,060 peers)

Richard D Adelman multi-year trail

Richard D Adelman's plans moved +73.4% in assets from 2022 to 2024; this filing shows Richard D Adelman, Profit Sharing Plan at $928K / 11 participants.

#4,229
in Healthcare & Social Assistance (20,060 peers)
-20.9%
assets change YoY

The plan reported a net loss of $246K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard D Adelman, Profit Sharing Plan among the smaller filed plans by assets

Richard D Adelman, Profit Sharing Plan vs every filed plan by assets

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

$927,756 24th percentile higher than 24% 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

Richard D Adelman, Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard D Adelman, Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

DOL schedule card

Filing strip 561560351 · Richard D Adelman PY 2022 · Profit Sharing

Richard D Adelman, Profit Sharing Plan · $928K · 11 · 24th

  • PHOTO $928K
  • PHOTO 11
  • PHOTO 24th
  • PHOTO Profit Sharing
  • PHOTO near S & D Management, Inc. Profit Sharing Plan & Trust
  • PHOTO ind #4229

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 North Carolina →

Richard D Adelman, Profit Sharing Plan in the asset neighbourhood

Richard D Adelman, Profit Sharing PlanRichard D Adelman, Profit Sh…$928KS & D Management, Inc. Profit Sharing Plan & TrustS & D Management, Inc. Profi…$928KSthenos Properties, Inc. Profit Sharing PlanSthenos Properties, Inc. Pro…$927KIndependent Living Services, Inc. Retirement Plan and TrustIndependent Living Services,…$929KS. Gomez Rossy Retirement PlanS. Gomez Rossy Retirement Pl…$929K
End-of-year total assets ($M) among Richard D Adelman, Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Richard D Adelman multi-year asset trail

Sponsor-wide plan assets over time

All Richard D Adelman plans reported in each filing year

Latest sponsor-wide plan assets
$2M 73.41563945692617% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.93M $1.61M ▲ +73.1%
Year Plans Participants Total Assets
2022 1 11 $928K
2023 1 10 $1M
2024 1 10 $2M

Richard D Adelman filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$928K
Net Income-$246K
Employer EIN561560351
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Richard D Adelman, Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Richard D Adelman, Profit Sharing Plan, Total assets ($B): 0.000927756 · Participants: 11Richard D Adelman, Profit Sharing PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Richard D Adelman, Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Richard D Adelman, Profit Sharing Plan side-by-side with 3 peers →

Richard D Adelman, Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is S & D Management, Inc. Profit Sharing Plan & Trust in KS ($928K); by covered participants it is American Century Investments in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Richard D Adelman, Profit Sharing Plan assets move in 2022? ▼
Richard D Adelman, Profit Sharing Plan declined sharply - down 20.9% during 2022, from $1M to $928K. Reported net income was -$246K.
How have Richard D Adelman plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard D Adelman's sponsor-wide assets grew 73.4%, from $928K to $2M.
Where does Richard D Adelman, Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Richard D Adelman, Profit Sharing Plan ranks in the 24th 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 Richard D Adelman, Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is S & D Management, Inc. Profit Sharing Plan & Trust in KS ($928K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Richard D Adelman, Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is American Century Investments in CA (11 participants, $4M 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 561560351.

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.