Profit Sharing · DOL Form 5500 · 2023
M & O Enterprises, LLC Dba Solutions Infusion Therapy Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $119,878
- Avg per participant Near avg balance/head
Official DOL plan name: M & O Enterprises, LLC Profit Sharing Plan · Sponsored by M & O Enterprises, LLC Dba Solutions Infusion Therapy · Alabama · Healthcare & Social Assistance
$5M in assets, 40 participants
M & O Enterprises, LLC Dba Solutions Infusion Therapy's M & O Enterprises, LLC Profit Sharing Plan reported $5M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,352 in Healthcare & Social Assistance (17,684 peers)
M & O Enterprises, LLC Dba Solutions Infusion Therapy multi-year trail
M & O Enterprises, LLC Dba Solutions Infusion Therapy's plans moved +11.6% in assets from 2022 to 2024; this filing shows M & O Enterprises, LLC Profit Sharing Plan at $5M / 40 participants.
- #8,352
- in Healthcare & Social Assistance (17,684 peers)
- -2.6%
- assets change YoY
The plan reported a net loss of $131K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
M & O Enterprises, LLC Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
M & O Enterprises, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,795,101 43rd percentile higher than 43% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
M & O Enterprises, LLC Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M & O Enterprises, LLC Profit Sharing Plan is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- M & O Enterprises, LLC Profit Sharing Plan reported net income rose from -$662K in the plan year 2022 filing to -$131K in the plan year 2023 filing.
- M & O Enterprises, LLC Profit Sharing Plan reported participants fell from 49 in the plan year 2022 filing to 40 in the plan year 2023 filing.
- M & O Enterprises, LLC Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 731649290 · M & O Enterprises, LLC Dba Solutions Infusion Therapy PY 2023 · Profit Sharing
M & O Enterprises, LLC Profit Sharing Plan · $5M · 40 · 43rd
- ASSETS $5M
- PCT 40
- EIN 43rd
- RANK Profit Sharing
- PHOTO near Lorenzo Brown Inc Profit Sharing Plan
- IND ind #8352
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 →
M & O Enterprises, LLC Profit Sharing Plan in the asset neighbourhood
M & O Enterprises, LLC Dba Solutions Infusion Therapy multi-year asset trail
Sponsor-wide plan assets over time
All M & O Enterprises, LLC Dba Solutions Infusion Therapy plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 11.624533535595642% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 49 | $5M |
| 2023 | 1 | 40 | $5M |
| 2024 | 1 | 35 | $5M |
M & O Enterprises, LLC Dba Solutions Infusion Therapy filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$131K |
| Employer EIN | 731649290 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Health Care Authority for Baptist Health Matching Dollar Plan $45M · 2,207
- Pathology Associates, P.C. Profit Sharing Plan and Trust $33M · 42
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $27M · 16
- Auto Investment, Inc. 401(k) Plan $24M · 392
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan $15M · 103
M & O Enterprises, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is Lorenzo Brown Inc Profit Sharing Plan in CA ($5M); by covered participants it is Valley Oil Corporation Profit Sharing Plan in VA (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 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.