Profit Sharing · DOL Form 5500 · 2023

Drs. Palumbo & Palumbo, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: N/A
Participants Small participant base: 30th
Percentile by assets National rank

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Official DOL plan name: Drs. Palumbo & Palumbo, LLC Profit Sharing Plan · Sponsored by Drs. Palumbo & Palumbo, LLC · New Hampshire · Healthcare & Social Assistance

$2M in assets, N/A participants

Drs. Palumbo & Palumbo, LLC's Drs. Palumbo & Palumbo, LLC Profit Sharing Plan reported $2M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#5,010 in Healthcare & Social Assistance (17,684 peers)

Drs. Palumbo & Palumbo, LLC multi-year trail

Drs. Palumbo & Palumbo, LLC's plans moved -99.9% in assets from 2022 to 2024; this filing shows Drs. Palumbo & Palumbo, LLC Profit Sharing Plan at $2M / N/A participants.

#5,010
in Healthcare & Social Assistance (17,684 peers): +12.2%
assets growth YoY

Drs. Palumbo & Palumbo, LLC Profit Sharing Plan among the smaller filed plans by assets

Drs. Palumbo & Palumbo, LLC Profit Sharing Plan vs every filed plan by assets

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

$1,903,185 30th percentile higher than 30% 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%)

Drs. Palumbo & Palumbo, LLC Profit Sharing Plan reported net income rose from -$964K in the plan year 2022 filing to $224K in the plan year 2023 filing.
Drs. Palumbo & Palumbo, LLC Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Drs. Palumbo & Palumbo, LLC Profit Sharing 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 →

Form 5500 schedule snapshot

Filing strip 522349619 · Drs. Palumbo & Palumbo, LLC PY 2023 · Profit Sharing

Drs. Palumbo & Palumbo, LLC Profit Sharing Plan · $2M · N/A · 30th

SCH $2M
EBSA N/A
PART 30th
TYPE Profit Sharing
NET near Prairie View Management, Inc. Employee Retirement Plan
BOOK ind #5010

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 New Hampshire →

End-of-year total assets ($M) among Drs. Palumbo & Palumbo, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Drs. Palumbo & Palumbo, LLC multi-year asset trail

Latest sponsor-wide plan assets: $889 99.94759234270482% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$2M
2023	1	N/A	$2M
2024	1	N/A	$889

Drs. Palumbo & Palumbo, LLC filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$224K
Employer EIN	522349619
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in New Hampshire

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

Drs. Palumbo & Palumbo, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in New Hampshire, assets vs. participants

Dartmouth-Hitchcock Retirement Plan $1.0B · 11,618
Southern New Hampshire Medical Center 401(a) Retirement Savings Plus Plan $89M · 2,195
Net Lease Capital Advisors Inc Profit Sharing Plan $38M · 49
I.B.E.W. Local #490 Annuity Plan $30M · 340
Impax Asset Management 401(k) Retirement Plan $27M · 103

Compare Drs. Palumbo & Palumbo, LLC Profit Sharing Plan side-by-side with 3 peers →

Drs. Palumbo & Palumbo, LLC Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside New Hampshire, the nearest Profit Sharing by end-of-year assets is Prairie View Management, Inc. Employee Retirement Plan in IA at $2M (this filing: $2M).

Closest by plan assets

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

Prairie View Management, Inc. Employee Retirement Plan (IA) $2M · 93
R & L Enterprises, Inc Profit Sharing Plan & Trust (CA) $2M · 14
Momentum Fleet Services Inc. Retirement Plan (FL) $2M · 11
New Day Asset Management, Inc. Profit Sharing Plan (TX) $2M · 8

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 Drs. Palumbo & Palumbo, LLC Profit Sharing Plan assets move in 2023? ▼

Drs. Palumbo & Palumbo, LLC Profit Sharing Plan grew at a solid clip - up 12.2% during 2023, from $2M to $2M. Reported net income was $224K.

How have Drs. Palumbo & Palumbo, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Drs. Palumbo & Palumbo, LLC's sponsor-wide assets declined 99.9%, from $2M to $889.

Which Profit Sharing plans are similar in size to Drs. Palumbo & Palumbo, LLC Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Prairie View Management, Inc. Employee Retirement Plan in IA ($2M, 93 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 522349619.