Profit Sharing · DOL Form 5500 · 2023

Paul J. Somers, Jr., Dpm Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
38th
Percentile by assets National rank
$865,680
Avg per participant High balance/head
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Official DOL plan name: Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust · Sponsored by Paul J. Somers, Jr., Dpm · Tennessee · Healthcare & Social Assistance

$3M in assets, 4 participants

Paul J. Somers, Jr., Dpm's Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,019 in Healthcare & Social Assistance (17,684 peers)

Paul J. Somers, Jr., Dpm multi-year trail

Paul J. Somers, Jr., Dpm's plans moved -98.2% in assets from 2022 to 2024; this filing shows Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust at $3M / 4 participants.

#7,019
in Healthcare & Social Assistance (17,684 peers)
+6.6%
assets growth YoY

Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,462,719 38th percentile higher than 38% 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

Paul J. Somers, Jr., Dpm Profit Sharing Plan & 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. Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust reported net income rose from -$331K in the plan year 2022 filing to $213K in the plan year 2023 filing.
  • Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621061296 · Paul J. Somers, Jr., Dpm PY 2023 · Profit Sharing

Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust · $3M · 4 · 38th

  • VS-ST $3M
  • BOY 4
  • SCH 38th
  • EBSA Profit Sharing
  • PART near Karman Inc Profit Sharing Plan
  • TYPE ind #7019

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 Tennessee →

Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust in the asset neighbourhood

Milledgeville Ob/Gyn Associates, P.C. Profit Sharing PlanMilledgeville Ob/Gyn Associa…$3MPaul J. Somers, Jr., Dpm Profit Sharing Plan & TrustPaul J. Somers, Jr., Dpm Pro…$3MKarman Inc Profit Sharing PlanKarman Inc Profit Sharing Pl…$3MWoodstream Development Co.$3MMaplewood Investment Advisors, Inc Profit Sharing PlanMaplewood Investment Advisor…$3M
End-of-year total assets ($M) among Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Paul J. Somers, Jr., Dpm multi-year asset trail

Sponsor-wide plan assets over time

All Paul J. Somers, Jr., Dpm plans reported in each filing year

Latest sponsor-wide plan assets
$58K 98.22632619350647% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $3.25M $0.06M ▼ -98.2%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 4 $58K

Paul J. Somers, Jr., Dpm filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$213K
Employer EIN621061296
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust, Total assets ($M): 3.462719 · Participants: 4Paul J. Somers, Jr., Dpm Profit Sharing Plan & TrustBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust side-by-side with 3 peers →

Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Karman Inc Profit Sharing Plan in CO ($3M); 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 Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust assets move in 2023? ▼
Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust grew at a solid clip - up 6.6% during 2023, from $3M to $3M. Reported net income was $213K.
How have Paul J. Somers, Jr., Dpm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul J. Somers, Jr., Dpm's sponsor-wide assets declined 98.2%, from $3M to $58K.
Which Profit Sharing plans are similar in size to Paul J. Somers, Jr., Dpm Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Karman Inc Profit Sharing Plan in CO ($3M, 84 participants).
Which Profit Sharing plans cover a similar participant headcount to Paul J. Somers, Jr., Dpm Profit Sharing Plan & 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 621061296.

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.