Profit Sharing · DOL Form 5500 · 2023

T Monte Mcalexander, Dds Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: T Monte Mcalexander Self Employed Retirement Plan · Sponsored by T Monte Mcalexander, Dds · Tennessee · Healthcare & Social Assistance

$2M in assets, 1 participants

T Monte Mcalexander, Dds's T Monte Mcalexander Self Employed Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,680 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

T Monte Mcalexander Self Employed Retirement Plan grew at a solid clip 10.8% in 2023 ($2M → $2M) for 1 participant.

#4,680
in Healthcare & Social Assistance (17,684 peers)
+10.8%
assets growth YoY

T Monte Mcalexander Self Employed Retirement Plan among the smaller filed plans by assets

T Monte Mcalexander Self Employed Retirement Plan vs every filed plan by assets

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

$1,708,430 29th percentile higher than 29% 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

T Monte Mcalexander Self Employed Retirement 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. T Monte Mcalexander Self Employed Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • T Monte Mcalexander Self Employed Retirement Plan reported net income rose from -$136K in the plan year 2022 filing to $167K in the plan year 2023 filing.
  • T Monte Mcalexander Self Employed Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621172544 · T Monte Mcalexander, Dds PY 2023 · Profit Sharing

T Monte Mcalexander Self Employed Retirement Plan · $2M · 1 · 29th

  • RANK $2M
  • PHOTO 1
  • IND 29th
  • EOY Profit Sharing
  • 5500 near Ozy Incorporated Profit Sharing Plan
  • ASSETS ind #4680

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 →

T Monte Mcalexander Self Employed Retirement Plan in the asset neighbourhood

T Monte Mcalexander Self Employed Retirement PlanT Monte Mcalexander Self Emp…$2MOzy Incorporated Profit Sharing PlanOzy Incorporated Profit Shar…$2MVideo Vend, Inc. Profit Sharing PlanVideo Vend, Inc. Profit Shar…$2MGarten Services Retirement PlanGarten Services Retirement P…$2MRubin & Rubin Profit Sharing PlanRubin & Rubin Profit Sharing…$2M
End-of-year total assets ($M) among T Monte Mcalexander Self Employed Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

T Monte Mcalexander, Dds years around the 2023 move

Sponsor-wide plan assets over time

All T Monte Mcalexander, Dds plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $2.71M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 2 $3M
2023 2 2 $3M
2024 2 2 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$167K
Employer EIN621172544
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

T Monte Mcalexander Self Employed Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants T Monte Mcalexander Self Employed Retirement Plan, Total assets ($M): 1.70843 · Participants: 1T Monte Mcalexander Self Employed Retirement PlanBallad 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
T Monte Mcalexander Self Employed Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare T Monte Mcalexander Self Employed Retirement Plan side-by-side with 3 peers →

T Monte Mcalexander Self Employed Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Ozy Incorporated Profit Sharing Plan in TX ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

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 T Monte Mcalexander Self Employed Retirement Plan assets move in 2023? ▼
T Monte Mcalexander Self Employed Retirement Plan grew at a solid clip - up 10.8% during 2023, from $2M to $2M. Reported net income was $167K.
Which Profit Sharing plans are similar in size to T Monte Mcalexander Self Employed Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ozy Incorporated Profit Sharing Plan in TX ($2M, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to T Monte Mcalexander Self Employed Retirement 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 621172544.

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.