Profit Sharing · DOL Form 5500 · 2023

Russell H Lowrey Dmd PC Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
5
Participants Small participant base
48th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust · Sponsored by Russell H Lowrey Dmd PC · Alabama · Healthcare & Social Assistance

$6M in assets, 5 participants

Russell H Lowrey Dmd PC's Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust reported $6M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,287 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust grew at a solid clip 11.3% in 2023 ($5M → $6M) for 5 participants.

#9,287
in Healthcare & Social Assistance (17,684 peers)
+11.3%
assets growth YoY

Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,960,410 48th percentile higher than 48% 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

Russell H Lowrey Dmd PC Employees 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. Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $603K in the plan year 2023 filing.
  • Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 630702569 · Russell H Lowrey Dmd PC PY 2023 · Profit Sharing

Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust · $6M · 5 · 48th

  • VS-ST $6M
  • BOY 5
  • SCH 48th
  • EBSA Profit Sharing
  • PART near Danziger & Markhoff LLP Profit Sharing Trust
  • TYPE ind #9287

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 Alabama →

Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust in the asset neighbourhood

Russell H Lowrey Dmd PC Employees Profit Sharing Plan & TrustRussell H Lowrey Dmd PC Empl…$6MDanziger & Markhoff LLP Profit Sharing TrustDanziger & Markhoff LLP Prof…$6MMomentum Agencies Retirement PlanMomentum Agencies Retirement…$6MFmstain, Inc. Profit Sharing PlanFmstain, Inc. Profit Sharing…$6M403(b) Thrift Plan for Employees of Bi-County Community Action Programs, Inc.403(b) Thrift Plan for Emplo…$6M
End-of-year total assets ($M) among Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Russell H Lowrey Dmd PC years around the 2023 move

Sponsor-wide plan assets over time

All Russell H Lowrey Dmd PC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.36M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 5 $5M
2023 1 5 $6M
2024 1 2 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$603K
Employer EIN630702569
Plan Effective Date1976-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 01020304050 Total assets ($M) Participants Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust, Total assets ($M): 5.96041 · Participants: 5Russell H Lowrey Dmd PC Employees Profit Sharing Plan & TrustThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust side-by-side with 3 peers →

Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Danziger & Markhoff LLP Profit Sharing Trust in NY ($6M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust assets move in 2023? ▼
Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust grew at a solid clip - up 11.3% during 2023, from $5M to $6M. Reported net income was $603K.
Which Profit Sharing plans are similar in size to Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Danziger & Markhoff LLP Profit Sharing Trust in NY ($6M, 47 participants).
Which Profit Sharing plans cover a similar participant headcount to Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 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 630702569.

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.