Profit Sharing · DOL Form 5500 · 2023

Dr Robert J Lynch Md Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$738,807
Avg per participant High balance/head
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Official DOL plan name: Dr Robert J Lynch Md Keogh · Sponsored by Dr Robert J Lynch Md · West Virginia · Healthcare & Social Assistance

$1M in assets, 2 participants

Dr Robert J Lynch Md's Dr Robert J Lynch Md Keogh reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,269 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Dr Robert J Lynch Md Keogh holds $1M for 2 participants - about $738,807 per participant, in the lower half of filed plans by assets.

#4,269
in Healthcare & Social Assistance (17,684 peers)
-1.5%
assets change YoY

The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dr Robert J Lynch Md Keogh among the smaller filed plans by assets

Dr Robert J Lynch Md Keogh vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,477,614 27th percentile higher than 27% of 127,068 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 2023

Dr Robert J Lynch Md Keogh among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dr Robert J Lynch Md Keogh is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr Robert J Lynch Md Keogh reported net income rose from -$147K in the plan year 2022 filing to -$23K in the plan year 2023 filing.
  • Dr Robert J Lynch Md Keogh end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 550631057 · Dr Robert J Lynch Md PY 2023 · Profit Sharing

Dr Robert J Lynch Md Keogh · $1M · 2 · 27th

  • 5500 $1M
  • ASSETS 2
  • PCT 27th
  • EIN Profit Sharing
  • RANK near The Contractors Retirement Plan
  • PHOTO ind #4269

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 West Virginia →

Dr Robert J Lynch Md Keogh in the asset neighbourhood

Dr Robert J Lynch Md Keogh$1MThe Contractors Retirement PlanThe Contractors Retirement P…$1MLaw Offices of Richard G Fathy, a Prof. Corp., Profit Sharing PlanLaw Offices of Richard G Fat…$1MProfit Sharing Plan$1MDrs. Wayne & Kozicky Fidelity Money Purchase PlanDrs. Wayne & Kozicky Fidelit…$1M
End-of-year total assets ($M) among Dr Robert J Lynch Md Keogh and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$23K
Employer EIN550631057
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dr Robert J Lynch Md)

Sponsor-wide plan assets over time

All Dr Robert J Lynch Md plans reported in each filing year

Latest sponsor-wide plan assets
$8M 9.715447054414334% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $7.72M $8.47M ▲ +9.7%
Year Plans Participants Total Assets
2022 2 4 $8M
2023 2 4 $8M
2024 2 4 $8M

Nearby Profit Sharing Plans in West Virginia

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

Dr Robert J Lynch Md Keogh vs. nearby Profit Sharing plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -50050100150200 Total assets ($M) Participants Dr Robert J Lynch Md Keogh, Total assets ($M): 1.477614 · Participants: 2Dr Robert J Lynch Md KeoghWest Virginia Laborers Profit Sharing Plan, Total assets ($M): 150.972254 · Participants: 5751West Virginia Laborers Profit Sharing PlanInt Brotherhood of Electrical Workers Local 141 Profit Sharing Plan, Total assets ($M): 104.30095 · Participants: 225Int Brotherhood of Electrical Workers Local 141 Profit Sharing PlanI.U.O.E. Local #132 Annuity & Savings Fund, Total assets ($M): 100.212407 · Participants: 7765I.U.O.E. Local #132 Annuity & Savings FundIronworkers Local Union 549 and 550 Security Plan, Total assets ($M): 52.76328 · Participants: 3624Ironworkers Local Union 549 and 550 Security PlanThe Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc., Total assets ($M): 48.541861 · Participants: 274The Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc.
Dr Robert J Lynch Md Keogh vs. nearby Profit Sharing plans in West Virginia, assets vs. participants
Compare Dr Robert J Lynch Md Keogh side-by-side with 3 peers →

Dr Robert J Lynch Md Keogh's out-of-state Profit Sharing peers by assets and headcount

Outside West Virginia, the nearest Profit Sharing by assets is The Contractors Retirement Plan in CA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dr Robert J Lynch Md Keogh assets move in 2023? ▼
Dr Robert J Lynch Md Keogh edged down modestly - down 1.5% during 2023, from $2M to $1M. Reported net income was -$23K.
How have Dr Robert J Lynch Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr Robert J Lynch Md's sponsor-wide assets grew 9.7%, from $8M to $8M.
Which Profit Sharing plans are similar in size to Dr Robert J Lynch Md Keogh? ▼
Among Profit Sharing plans in other states, the closest by assets is The Contractors Retirement Plan in CA ($1M, 402 participants).
Which Profit Sharing plans cover a similar participant headcount to Dr Robert J Lynch Md Keogh? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 550631057.

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.