Other · DOL Form 5500 · 2022

Drs Kelley & Mcdowell PA Retirement Plan

Data updated 2026-08-25

$893K
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$223,145
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Self Directed Profit Sharing Retirement Plan · Sponsored by Drs Kelley & Mcdowell PA · South Carolina · Healthcare & Social Assistance

$893K in assets, 4 participants

Drs Kelley & Mcdowell PA's Self Directed Profit Sharing Retirement Plan reported $893K in total assets and 4 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.

  • #4,129 in Healthcare & Social Assistance (20,060 peers)

Drs Kelley & Mcdowell PA multi-year trail

Drs Kelley & Mcdowell PA's plans moved +46.1% in assets from 2022 to 2024; this filing shows Self Directed Profit Sharing Retirement Plan at $893K / 4 participants.

#4,129
in Healthcare & Social Assistance (20,060 peers)
+14.7%
assets growth YoY

Self Directed Profit Sharing Retirement Plan among the smaller filed plans by assets

Self Directed Profit Sharing Retirement Plan vs every filed plan by assets

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

$892,578 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

Self Directed Profit Sharing Retirement 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. Self Directed Profit Sharing Retirement Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 570564674 · Drs Kelley & Mcdowell PA PY 2022 · Other

Self Directed Profit Sharing Retirement Plan · $893K · 4 · 24th

  • NET $893K
  • BOOK 4
  • VS-ST 24th
  • BOY Other
  • SCH near Deutschmann Partners LLC 401(k) Plan
  • EBSA ind #4129

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 South Carolina →

Self Directed Profit Sharing Retirement Plan in the asset neighbourhood

Ibero-American Action League, Inc. 403(b) Retirement PlanIbero-American Action League…$896K403(b) Thrift Plan of Northeast Missouri Community Action Agency403(b) Thrift Plan of Northe…$896KSelf Directed Profit Sharing Retirement PlanSelf Directed Profit Sharing…$893KDeutschmann Partners LLC 401(k) PlanDeutschmann Partners LLC 401…$892KLaw Office of Brian Armstrong PLLC 401(k) PlanLaw Office of Brian Armstron…$891K
End-of-year total assets ($M) among Self Directed Profit Sharing Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Drs Kelley & Mcdowell PA multi-year asset trail

Sponsor-wide plan assets over time

All Drs Kelley & Mcdowell PA plans reported in each filing year

Latest sponsor-wide plan assets
$1M 46.05020513613376% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.89M $1.3M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 4 $893K
2023 1 4 $1M
2024 1 3 $1M

Drs Kelley & Mcdowell PA filing trail (2022)

Total Assets (Beginning of Year)$778K
Net Assets (End of Year)$893K
Net Income$114K
Employer EIN570564674
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in South Carolina

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

Self Directed Profit Sharing Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -2000200400600800 Total assets ($M) Participants Self Directed Profit Sharing Retirement Plan, Total assets ($M): 0.892578 · Participants: 4Self Directed Profit Sharing Retirement PlanPrisma Health 401(a) Plan, Total assets ($M): 722.418332 · Participants: 21288Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 476.250452 · Participants: 5671Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 291.360453 · Participants: 1000Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 187.311536 · Participants: 3539Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 145.61959 · Participants: 2092Tidelands Health 403(b) Retirement Savings Plan
Self Directed Profit Sharing Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Self Directed Profit Sharing Retirement Plan side-by-side with 3 peers →

Self Directed Profit Sharing Retirement Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Deutschmann Partners LLC 401(k) Plan in FL ($892K); by covered participants it is Good of All in DC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Self Directed Profit Sharing Retirement Plan assets move in 2022? ▼
Self Directed Profit Sharing Retirement Plan grew at a solid clip - up 14.7% during 2022, from $778K to $893K. Reported net income was $114K.
How have Drs Kelley & Mcdowell PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drs Kelley & Mcdowell PA's sponsor-wide assets grew 46.1%, from $893K to $1M.
Where does Self Directed Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Self Directed Profit Sharing Retirement 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 Other plans are similar in size to Self Directed Profit Sharing Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Deutschmann Partners LLC 401(k) Plan in FL ($892K, 2 participants).
Which Other plans cover a similar participant headcount to Self Directed Profit Sharing Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Good of All in DC (4 participants, $261K 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 570564674.

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.