Profit Sharing · DOL Form 5500 · 2023

Psychiatric & Psychotherapy Clinic Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$415,682
Avg per participant High balance/head
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Official DOL plan name: Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust · Sponsored by Psychiatric & Psychotherapy Clinic · Wisconsin · Healthcare & Social Assistance

$1M in assets, 3 participants

Psychiatric & Psychotherapy Clinic's Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,882 in Healthcare & Social Assistance (17,684 peers)

Psychiatric & Psychotherapy Clinic multi-year trail

Psychiatric & Psychotherapy Clinic's plans moved +12.1% in assets from 2022 to 2024; this filing shows Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust at $1M / 3 participants.

#3,882
in Healthcare & Social Assistance (17,684 peers)
+5.1%
assets growth YoY

Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust among the smaller filed plans by assets

Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,247,047 26th percentile higher than 26% 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

Psychiatric & Psychotherapy Clinic Profit Sharing Plan and 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. Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust reported net income rose from -$83K in the plan year 2022 filing to $60K in the plan year 2023 filing.
  • Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391493884 · Psychiatric & Psychotherapy Clinic PY 2023 · Profit Sharing

Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust · $1M · 3 · 26th

  • EBSA $1M
  • PART 3
  • TYPE 26th
  • NET Profit Sharing
  • BOOK near Gibson & Associates, Ltd. Profit Sharing Plan
  • VS-ST ind #3882

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 Wisconsin →

Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust in the asset neighbourhood

Psychiatric & Psychotherapy Clinic Profit Sharing Plan and TrustPsychiatric & Psychotherapy …$1MGibson & Associates, Ltd. Profit Sharing PlanGibson & Associates, Ltd. Pr…$1MKelley & Kelley, P.C. Profit Sharing Retirement PlanKelley & Kelley, P.C. Profit…$1ML&m Development Partners, Inc. Employee Stock Ownership PlanL&m Development Partners, In…$1MAlphonzo L. Davidson Dds PA Profit Sharing Plan and TrustAlphonzo L. Davidson Dds PA …$1M
End-of-year total assets ($M) among Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Psychiatric & Psychotherapy Clinic multi-year asset trail

Sponsor-wide plan assets over time

All Psychiatric & Psychotherapy Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.104354773193462% vs 2022
2024 filing year
$1.15M$1.2M$1.25M$1.3M$1.35M 202220232024 $1.19M $1.33M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 3 $1M
2024 1 4 $1M

Psychiatric & Psychotherapy Clinic filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$60K
Employer EIN391493884
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust, Total assets ($B): 0.001247047 · Participants: 3Psychiatric & Psychotherapy Clinic Profit Sharing Plan and TrustThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust side-by-side with 3 peers →

Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Gibson & Associates, Ltd. Profit Sharing Plan in IL ($1M); 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 Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust assets move in 2023? ▼
Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust grew at a solid clip - up 5.1% during 2023, from $1M to $1M. Reported net income was $60K.
How have Psychiatric & Psychotherapy Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Psychiatric & Psychotherapy Clinic's sponsor-wide assets grew 12.1%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Gibson & Associates, Ltd. Profit Sharing Plan in IL ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Psychiatric & Psychotherapy Clinic Profit Sharing Plan and Trust? ▼
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 391493884.

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.