Profit Sharing · DOL Form 5500 · 2023

Stephan Simonian, M.D., Apc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
32nd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Stephan Simonian, M.D., Apc Profit Sharing Plan · Sponsored by Stephan Simonian, M.D., Apc · California · Healthcare & Social Assistance

$2M in assets, 2 participants

Stephan Simonian, M.D., Apc's Stephan Simonian, M.D., Apc Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,584 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Stephan Simonian, M.D., Apc Profit Sharing Plan holds $2M for 2 participants - about $1.2M per participant, in the lower half of filed plans by assets.

#5,584
in Healthcare & Social Assistance (17,684 peers)
+4.0%
assets growth YoY

Stephan Simonian, M.D., Apc Profit Sharing Plan among the smaller filed plans by assets

Stephan Simonian, M.D., Apc Profit Sharing Plan vs every filed plan by assets

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

$2,309,308 32nd percentile higher than 32% 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

Stephan Simonian, M.D., Apc 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. Stephan Simonian, M.D., Apc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stephan Simonian, M.D., Apc Profit Sharing Plan reported net income rose from -$360K in the plan year 2022 filing to $88K in the plan year 2023 filing.
  • Stephan Simonian, M.D., Apc Profit Sharing Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Stephan Simonian, M.D., Apc Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271096099 · Stephan Simonian, M.D., Apc PY 2023 · Profit Sharing

Stephan Simonian, M.D., Apc Profit Sharing Plan · $2M · 2 · 32nd

  • BOY $2M
  • SCH 2
  • EBSA 32nd
  • PART Profit Sharing
  • TYPE near The Independent Savings Plan Company Profit Sharing Plan and Trust
  • NET ind #5584

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 California →

Stephan Simonian, M.D., Apc Profit Sharing Plan in the asset neighbourhood

Stephan Simonian, M.D., Apc Profit Sharing PlanStephan Simonian, M.D., Apc …$2MThe Independent Savings Plan Company Profit Sharing Plan and TrustThe Independent Savings Plan…$2MSanty Hospitality Corporation Retirement PlanSanty Hospitality Corporatio…$2MTinton Falls Pediatrics, P.a. Profit Sharing PlanTinton Falls Pediatrics, P.a…$2MC. Cancela and R. Lastra Retirement PlanC. Cancela and R. Lastra Ret…$2M
End-of-year total assets ($M) among Stephan Simonian, M.D., Apc Profit Sharing Plan 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)$2M
Net Income$88K
Employer EIN271096099
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephan Simonian, M.D., Apc)

Sponsor-wide plan assets over time

All Stephan Simonian, M.D., Apc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.535579434968623% vs 2022
2024 filing year
$2.2M$2.3M$2.4M$2.5M 202220232024 $2.22M $2.41M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 2 $2M
2024 1 4 $2M

Nearby Profit Sharing Plans in California

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

Stephan Simonian, M.D., Apc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Stephan Simonian, M.D., Apc Profit Sharing Plan, Total assets ($B): 0.002309308 · Participants: 2Stephan Simonian, M.D., Apc Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Stephan Simonian, M.D., Apc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Stephan Simonian, M.D., Apc Profit Sharing Plan side-by-side with 3 peers →

Stephan Simonian, M.D., Apc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is The Independent Savings Plan Company Profit Sharing Plan and Trust in FL ($2M); 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 Stephan Simonian, M.D., Apc Profit Sharing Plan assets move in 2023? ▼
Stephan Simonian, M.D., Apc Profit Sharing Plan edged up modestly - up 4.0% during 2023, from $2M to $2M. Reported net income was $88K.
How have Stephan Simonian, M.D., Apc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephan Simonian, M.D., Apc's sponsor-wide assets grew 8.5%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Stephan Simonian, M.D., Apc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Independent Savings Plan Company Profit Sharing Plan and Trust in FL ($2M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Stephan Simonian, M.D., Apc Profit Sharing Plan? ▼
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 271096099.

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.