Profit Sharing · DOL Form 5500 · 2023

Ellie Goldstein, M.D., Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
43rd
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Ellie Goldstein, M.D., Inc. Profit Sharing Plan · Sponsored by Ellie Goldstein, M.D., Inc. · California · Healthcare & Social Assistance

$5M in assets, 3 participants

Ellie Goldstein, M.D., Inc.'s Ellie Goldstein, M.D., Inc. Profit Sharing Plan reported $5M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,347 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Ellie Goldstein, M.D., Inc. Profit Sharing Plan grew at a solid clip 9.6% in 2023 ($4M → $5M) for 3 participants.

#8,347
in Healthcare & Social Assistance (17,684 peers)
+9.6%
assets growth YoY

Ellie Goldstein, M.D., Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ellie Goldstein, M.D., Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,789,734 43rd percentile higher than 43% 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

Ellie Goldstein, M.D., Inc. 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. Ellie Goldstein, M.D., Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 953584423 · Ellie Goldstein, M.D., Inc. PY 2023 · Profit Sharing

Ellie Goldstein, M.D., Inc. Profit Sharing Plan · $5M · 3 · 43rd

  • TYPE $5M
  • NET 3
  • BOOK 43rd
  • VS-ST Profit Sharing
  • BOY near Northstar Mortgage Company Profit Sharing Plan
  • SCH ind #8347

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 →

Ellie Goldstein, M.D., Inc. Profit Sharing Plan in the asset neighbourhood

M & O Enterprises, LLC Profit Sharing PlanM & O Enterprises, LLC Profi…$5MEllie Goldstein, M.D., Inc. Profit Sharing PlanEllie Goldstein, M.D., Inc. …$5MNorthstar Mortgage Company Profit Sharing PlanNorthstar Mortgage Company P…$5MAbdallah E. Zamaria, M.D. & Barbara Henike, M.D., P.C. Employees Profit-Sharing Plan and TrustAbdallah E. Zamaria, M.D. & …$5MLouisiana Wholesale Drug Co. Inc. Profit Sharing PlanLouisiana Wholesale Drug Co.…$5M
End-of-year total assets ($M) among Ellie Goldstein, M.D., Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$419K
Employer EIN953584423
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Ellie Goldstein, M.D., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Ellie Goldstein, M.D., Inc. Profit Sharing Plan, Total assets ($B): 0.004789734 · Participants: 3Ellie Goldstein, M.D., Inc. 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
Ellie Goldstein, M.D., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Ellie Goldstein, M.D., Inc. Profit Sharing Plan side-by-side with 3 peers →

Ellie Goldstein, M.D., Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Northstar Mortgage Company Profit Sharing Plan in FL ($5M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Ellie Goldstein, M.D., Inc. Profit Sharing Plan assets move in 2023? ▼
Ellie Goldstein, M.D., Inc. Profit Sharing Plan grew at a solid clip - up 9.6% during 2023, from $4M to $5M. Reported net income was $419K.
Which Profit Sharing plans are similar in size to Ellie Goldstein, M.D., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Northstar Mortgage Company Profit Sharing Plan in FL ($5M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Ellie Goldstein, M.D., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 953584423.

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.