Profit Sharing · DOL Form 5500 · 2023
Dr Steven J. Reubel, LLC Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $941,143
- Avg per participant High balance/head
Official DOL plan name: Steven J. Reubel, D.M.D. Profit Sharing Plan · Sponsored by Dr Steven J. Reubel, LLC · Ohio · Healthcare & Social Assistance
$4M in assets, 4 participants
Dr Steven J. Reubel, LLC's Steven J. Reubel, D.M.D. Profit Sharing Plan reported $4M in total assets and 4 participants in its 2023 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.
- #7,339 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Steven J. Reubel, D.M.D. Profit Sharing Plan grew at a solid clip 11.7% in 2023 ($3M → $4M) for 4 participants.
- #7,339
- in Healthcare & Social Assistance (17,684 peers)
- +11.7%
- assets growth YoY
Steven J. Reubel, D.M.D. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Steven J. Reubel, D.M.D. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,764,573 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Steven J. Reubel, D.M.D. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven J. Reubel, D.M.D. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Steven J. Reubel, D.M.D. Profit Sharing Plan reported net income rose from -$375K in the plan year 2022 filing to $394K in the plan year 2023 filing.
- Steven J. Reubel, D.M.D. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 464441241 · Dr Steven J. Reubel, LLC PY 2023 · Profit Sharing
Steven J. Reubel, D.M.D. Profit Sharing Plan · $4M · 4 · 39th
- NET $4M
- NET 4
- NET 39th
- NET Profit Sharing
- NET near Robbins Equipment Company, Inc. Profit Sharing Plan
- NET ind #7339
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 Ohio →
Steven J. Reubel, D.M.D. Profit Sharing Plan in the asset neighbourhood
Dr Steven J. Reubel, LLC years around the 2023 move
Sponsor-wide plan assets over time
All Dr Steven J. Reubel, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $3M |
| 2023 | 1 | 4 | $4M |
| 2024 | 1 | 1 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $394K |
| Employer EIN | 464441241 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Steven J. Reubel, D.M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Robbins Equipment Company, Inc. Profit Sharing Plan in CA ($4M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.