Profit Sharing · DOL Form 5500 · 2023

Gregory W Ellis Md Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
37th
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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Official DOL plan name: Gregory W Ellis Md PC Profit Sharing Plan · Sponsored by Gregory W Ellis Md · Utah · Healthcare & Social Assistance

$3M in assets, 1 participants

Gregory W Ellis Md's Gregory W Ellis Md PC Profit Sharing Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,668 in Healthcare & Social Assistance (17,684 peers)

Gregory W Ellis Md multi-year trail

Gregory W Ellis Md's plans moved +39.0% in assets from 2022 to 2024; this filing shows Gregory W Ellis Md PC Profit Sharing Plan at $3M / 1 participant.

#6,668
in Healthcare & Social Assistance (17,684 peers)
+17.1%
assets growth YoY

Gregory W Ellis Md PC Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Gregory W Ellis Md PC Profit Sharing Plan vs every filed plan by assets

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

$3,177,270 37th percentile higher than 37% 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

Gregory W Ellis Md PC 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. Gregory W Ellis Md PC Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gregory W Ellis Md PC Profit Sharing Plan reported net income rose from -$162K in the plan year 2022 filing to $464K in the plan year 2023 filing.
  • Gregory W Ellis Md PC Profit Sharing Plan 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 →

Published 5500 schedule card

Filing strip 870506894 · Gregory W Ellis Md PY 2023 · Profit Sharing

Gregory W Ellis Md PC Profit Sharing Plan · $3M · 1 · 37th

  • NET $3M
  • BOOK 1
  • VS-ST 37th
  • BOY Profit Sharing
  • SCH near Kenneth S. Baron & Co. Profit Sharing Plan
  • EBSA ind #6668

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 Utah →

Gregory W Ellis Md PC Profit Sharing Plan in the asset neighbourhood

Gregory W Ellis Md PC Profit Sharing PlanGregory W Ellis Md PC Profit…$3MKenneth S. Baron & Co. Profit Sharing PlanKenneth S. Baron & Co. Profi…$3MSpectrum Community Services 403(b) PlanSpectrum Community Services …$3MMonte F. Person, D.D.S. Profit Sharing PlanMonte F. Person, D.D.S. Prof…$3MWard-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing PlanWard-Boland Associates, Inc.…$3M
End-of-year total assets ($M) among Gregory W Ellis Md PC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Gregory W Ellis Md multi-year asset trail

Sponsor-wide plan assets over time

All Gregory W Ellis Md plans reported in each filing year

Latest sponsor-wide plan assets
$4M 39.02869975221406% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.71M $3.77M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $4M

Gregory W Ellis Md filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$464K
Employer EIN870506894
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Utah

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

Gregory W Ellis Md PC Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -1000100200300400500 Total assets ($M) Participants Gregory W Ellis Md PC Profit Sharing Plan, Total assets ($M): 3.17727 · Participants: 1Gregory W Ellis Md PC Profit Sharing PlanWgu Retirement Savings Plan, Total assets ($M): 431.080482 · Participants: 7868Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan, Total assets ($M): 320.492816 · Participants: 2460Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 146.57466 · Participants: 265Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 118.450852 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former EmployeesCampbell Scientific Profit Sharing Plan, Total assets ($M): 105.604978 · Participants: 651Campbell Scientific Profit Sharing Plan
Gregory W Ellis Md PC Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
Compare Gregory W Ellis Md PC Profit Sharing Plan side-by-side with 3 peers →

Gregory W Ellis Md PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Kenneth S. Baron & Co. Profit Sharing Plan in CA ($3M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Gregory W Ellis Md PC Profit Sharing Plan assets move in 2023? ▼
Gregory W Ellis Md PC Profit Sharing Plan grew sharply - up 17.1% during 2023, from $3M to $3M. Reported net income was $464K.
How have Gregory W Ellis Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gregory W Ellis Md's sponsor-wide assets grew 39.0%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Gregory W Ellis Md PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kenneth S. Baron & Co. Profit Sharing Plan in CA ($3M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Gregory W Ellis Md PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 870506894.

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.