Profit Sharing · DOL Form 5500 · 2023

Robert Hozman, M.D., S.C. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$370,112
Avg per participant High balance/head
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Official DOL plan name: Robert Hozman, M.D., S.C. Retirement Plan and Trust · Sponsored by Robert Hozman, M.D., S.C. · Illinois · Healthcare & Social Assistance

$1M in assets, 4 participants

Robert Hozman, M.D., S.C.'s Robert Hozman, M.D., S.C. Retirement Plan and Trust reported $1M in total assets and 4 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.

  • #4,274 in Healthcare & Social Assistance (17,684 peers)

Robert Hozman, M.D., S.C. multi-year trail

Robert Hozman, M.D., S.C.'s plans moved +44.2% in assets from 2022 to 2024; this filing shows Robert Hozman, M.D., S.C. Retirement Plan and Trust at $1M / 4 participants.

#4,274
in Healthcare & Social Assistance (17,684 peers)
+21.4%
assets growth YoY

Robert Hozman, M.D., S.C. Retirement Plan and Trust among the smaller filed plans by assets

Robert Hozman, M.D., S.C. Retirement Plan and Trust vs every filed plan by assets

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

$1,480,447 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

Robert Hozman, M.D., S.C. Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Hozman, M.D., S.C. Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert Hozman, M.D., S.C. Retirement Plan and Trust reported net income rose from -$46K in the plan year 2022 filing to $261K in the plan year 2023 filing.
  • Robert Hozman, M.D., S.C. Retirement Plan and Trust reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Robert Hozman, M.D., S.C. Retirement Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364223992 · Robert Hozman, M.D., S.C. PY 2023 · Profit Sharing

Robert Hozman, M.D., S.C. Retirement Plan and Trust · $1M · 4 · 27th

  • PCT $1M
  • PCT 4
  • PCT 27th
  • PCT Profit Sharing
  • PCT near Rep Services, Inc. of California Profit Sharing Plan
  • PCT ind #4274

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 Illinois →

Robert Hozman, M.D., S.C. Retirement Plan and Trust in the asset neighbourhood

Robert Hozman, M.D., S.C. Retirement Plan and TrustRobert Hozman, M.D., S.C. Re…$1MRep Services, Inc. of California Profit Sharing PlanRep Services, Inc. of Califo…$1MCenter Glass Co., No. 3 Profit Sharing PlanCenter Glass Co., No. 3 Prof…$1MM S Zakaria Md PC Profit Sharing PlanM S Zakaria Md PC Profit Sha…$1MThe Prue Group Inc. Retirement PlanThe Prue Group Inc. Retireme…$1M
End-of-year total assets ($M) among Robert Hozman, M.D., S.C. Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Robert Hozman, M.D., S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Robert Hozman, M.D., S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.24673132107295% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.22M $1.76M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 4 $1M
2024 1 4 $2M

Robert Hozman, M.D., S.C. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$261K
Employer EIN364223992
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Robert Hozman, M.D., S.C. Retirement Plan and Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Robert Hozman, M.D., S.C. Retirement Plan and Trust, Total assets ($B): 0.001480447 · Participants: 4Robert Hozman, M.D., S.C. Retirement Plan and TrustW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Robert Hozman, M.D., S.C. Retirement Plan and Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Robert Hozman, M.D., S.C. Retirement Plan and Trust side-by-side with 3 peers →

Robert Hozman, M.D., S.C. Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Rep Services, Inc. of California Profit Sharing Plan in CA ($1M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert Hozman, M.D., S.C. Retirement Plan and Trust assets move in 2023? ▼
Robert Hozman, M.D., S.C. Retirement Plan and Trust grew sharply - up 21.4% during 2023, from $1M to $1M. Reported net income was $261K.
How have Robert Hozman, M.D., S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Hozman, M.D., S.C.'s sponsor-wide assets grew 44.2%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Robert Hozman, M.D., S.C. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Rep Services, Inc. of California Profit Sharing Plan in CA ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Robert Hozman, M.D., S.C. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 364223992.

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.