Profit Sharing · DOL Form 5500 · 2023

Lee a. Celio, M.D. Profit Sharing Plan

Data updated 2026-08-25

$12K
Total assets Small plan by assets: N/A
Participants Small participant base: 2nd
Percentile by assets National rank

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Official DOL plan name: Lee a. Celio, M.D. Profit-Sharing Plan · Sponsored by Lee a. Celio, M.D. · Pennsylvania · Healthcare & Social Assistance

$12K in assets, N/A participants

Lee a. Celio, M.D.'s Lee a. Celio, M.D. Profit-Sharing Plan reported $12K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

#210 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Lee a. Celio, M.D. Profit-Sharing Plan contracted severely 94.8% in 2023 ($222K → $12K) for N/A participants.

#210
in Healthcare & Social Assistance (17,684 peers): -94.8%
assets change YoY

The plan reported a net loss of $211K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee a. Celio, M.D. Profit-Sharing Plan among the smaller filed plans by assets

Lee a. Celio, M.D. Profit-Sharing Plan vs every filed plan by assets

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

$11,582 2nd percentile higher than 2% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Lee a. Celio, M.D. Profit-Sharing Plan reported participants fell from 3 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Lee a. Celio, M.D. Profit-Sharing Plan end-of-year assets fell from $222K in the plan year 2022 filing to $12K in the plan year 2023 filing.
Lee a. Celio, M.D. Profit-Sharing Plan reported net income rose from -$443K in the plan year 2022 filing to -$211K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232453793 · Lee a. Celio, M.D. PY 2023 · Profit Sharing

Lee a. Celio, M.D. Profit-Sharing Plan · $12K · N/A · 2nd

PHOTO $12K
IND N/A
EOY 2nd
5500 Profit Sharing
ASSETS near Murdoch Finance Co. Inc. Employee Profit Sharing Plan
PCT ind #210

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 Pennsylvania →

End-of-year total assets ($M) among Lee a. Celio, M.D. Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Lee a. Celio, M.D. years around the 2023 move

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$222K
2023	1	N/A	$12K
2024	1	N/A	N/A

2023 asset-move particulars

Total Assets (Beginning of Year)	$222K
Net Assets (End of Year)	$12K
Net Income	-$211K
Employer EIN	232453793
Plan Effective Date	2001-11-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Lee a. Celio, M.D. Profit-Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
University of Pennsylvania Basic Plan $1.7B · 21,016
International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458

Compare Lee a. Celio, M.D. Profit-Sharing Plan side-by-side with 3 peers →

Lee a. Celio, M.D. Profit-Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside Pennsylvania, the nearest Profit Sharing by end-of-year assets is Murdoch Finance Co. Inc. Employee Profit Sharing Plan in ID at $12K (this filing: $12K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12K here).

Murdoch Finance Co. Inc. Employee Profit Sharing Plan (ID) $12K · 3
Leading Elderly Inc. Retirement Plan (NY) $12K · 1
Steven O'neal, Cpa, PC, Profit Sharing Plan (OK) $12K · 2
Polestar Yacht Delivery, Inc. Profit Sharing Plan (LA) $12K · 1

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 Lee a. Celio, M.D. Profit-Sharing Plan assets move in 2023? ▼

Lee a. Celio, M.D. Profit-Sharing Plan contracted severely - down 94.8% during 2023, from $222K to $12K. Reported net income was -$211K.

Where does Lee a. Celio, M.D. Profit-Sharing Plan rank by assets among Form 5500 filers? ▼

Lee a. Celio, M.D. Profit-Sharing Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Profit Sharing plans are similar in size to Lee a. Celio, M.D. Profit-Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Murdoch Finance Co. Inc. Employee Profit Sharing Plan in ID ($12K, 3 participants).

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 232453793.