401(k) · DOL Form 5500 · 2023
Donnelly Physical Therapy, Inc. 401(k) Plan
Data updated 2026-08-25
- $61
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 0th
- Percentile by assets National rank
- $20
- Avg per participant Low balance/head
Official DOL plan name: Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan · Sponsored by Donnelly Physical Therapy, Inc. · Tennessee · Healthcare & Social Assistance
$61 in assets, 3 participants
Donnelly Physical Therapy, Inc.'s Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan reported $61 in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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.
- #25 in Healthcare & Social Assistance (17,684 peers)
Donnelly Physical Therapy, Inc. multi-year trail
Donnelly Physical Therapy, Inc.'s plans moved -100.0% in assets from 2022 to 2023; this filing shows Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan at $61 / 3 participants.
- #25
- in Healthcare & Social Assistance (17,684 peers)
- -100.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan among the smaller filed plans by assets
Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$61 0th percentile higher than 0% 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
Donnelly Physical Therapy, Inc. 401(k) and 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. Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan reported net income fell from -$466K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $61 in the plan year 2023 filing.
- Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 621860731 · Donnelly Physical Therapy, Inc. PY 2023 · 401(k)
Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan · $61 · 3 · 0th
- NET $61
- NET 3
- NET 0th
- NET 401(k)
- NET near Crockett National Bank 401(k) Profit Sharing Plan
- NET ind #25
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 Tennessee →
Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood
Donnelly Physical Therapy, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Donnelly Physical Therapy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $61 99.99683353422223% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 2 | 3 | $61 |
Donnelly Physical Therapy, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $61 |
| Net Income | -$2M |
| Employer EIN | 621860731 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Crockett National Bank 401(k) Profit Sharing Plan in TX ($62); by covered participants it is Md4m, Inc. 401(k) Plan in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61 here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
- P&j Holdings, Inc. 401(k) Profit Sharing Plan (MN) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.