Profit Sharing · DOL Form 5500 · 2023
Joe S. Zhou, Md Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Joe S Zhou Profit Sharing Plan · Sponsored by Joe S. Zhou, Md · Pennsylvania · Healthcare & Social Assistance
$2M in assets, 2 participants
Joe S. Zhou, Md's Joe S Zhou Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,293 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Joe S Zhou Profit Sharing Plan grew sharply 20.7% in 2023 ($2M → $2M) for 2 participants.
- #5,293
- in Healthcare & Social Assistance (17,684 peers)
- +20.7%
- assets growth YoY
Joe S Zhou Profit Sharing Plan among the smaller filed plans by assets
Joe S Zhou Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,113,444 31st percentile higher than 31% 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
Joe S Zhou 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. Joe S Zhou Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Joe S Zhou Profit Sharing Plan reported net income rose from -$353K in the plan year 2022 filing to $363K in the plan year 2023 filing.
- Joe S Zhou Profit Sharing Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- Joe S Zhou Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 233039345 · Joe S. Zhou, Md PY 2023 · Profit Sharing
Joe S Zhou Profit Sharing Plan · $2M · 2 · 31st
- BOY $2M
- BOY 2
- BOY 31st
- BOY Profit Sharing
- BOY near Salary Deferral Retirement Plan 1081.01(D) Fundacion De Hogares Para Trabajadores
- BOY ind #5293
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 →
Joe S Zhou Profit Sharing Plan in the asset neighbourhood
Joe S. Zhou, Md years around the 2023 move
Sponsor-wide plan assets over time
All Joe S. Zhou, Md plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $363K |
| Employer EIN | 233039345 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
Joe S Zhou Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Salary Deferral Retirement Plan 1081.01(D) Fundacion De Hogares Para Trabajadores in PR ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). 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 (2 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.