Profit Sharing · DOL Form 5500 · 2023

Mcphee Musculoskeletal and Rehabilitation Specialists PC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$638,604
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mmrs Profit Sharing Plan and Trust · Sponsored by Mcphee Musculoskeletal and Rehabilitation Specialists PC · Arizona · Healthcare & Social Assistance

$1M in assets, 2 participants

Mcphee Musculoskeletal and Rehabilitation Specialists PC's Mmrs Profit Sharing Plan and Trust reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,929 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Mmrs Profit Sharing Plan and Trust holds $1M for 2 participants - about $638,604 per participant, in the lower half of filed plans by assets.

#3,929
in Healthcare & Social Assistance (17,684 peers)
+0.1%
assets growth YoY

Mmrs Profit Sharing Plan and Trust among the smaller filed plans by assets

Mmrs Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,277,207 26th percentile higher than 26% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Mmrs Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mmrs Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mmrs Profit Sharing Plan and Trust reported net income fell from $13K in the plan year 2022 filing to $645 in the plan year 2023 filing.
  • Mmrs Profit Sharing Plan and Trust reported participants fell from 4 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860881217 · Mcphee Musculoskeletal and Rehabilitation Specialists PC PY 2023 · Profit Sharing

Mmrs Profit Sharing Plan and Trust · $1M · 2 · 26th

  • PCT $1M
  • EIN 2
  • RANK 26th
  • PHOTO Profit Sharing
  • IND near Grim Corp. Profit Sharing Plan
  • EOY ind #3929

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 Arizona →

Mmrs Profit Sharing Plan and Trust in the asset neighbourhood

Mmrs Profit Sharing Plan and TrustMmrs Profit Sharing Plan and…$1MGrim Corp. Profit Sharing PlanGrim Corp. Profit Sharing Pl…$1MOphthalmology Practice Profit Sharing Retirement PlanOphthalmology Practice Profi…$1MAdam J. Brand, D.D.S., Ms, a Professional Corporation Profit Sharing PlanAdam J. Brand, D.D.S., Ms, a…$1MDawghouse Automotive, Inc. Retirement PlanDawghouse Automotive, Inc. R…$1M
End-of-year total assets ($M) among Mmrs Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$645
Employer EIN860881217
Plan Effective Date1999-12-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcphee Musculoskeletal and Rehabilitation Specialists PC)

Sponsor-wide plan assets over time

All Mcphee Musculoskeletal and Rehabilitation Specialists PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.19709187646193446% vs 2022
2024 filing year
$1.28M 202220232024 $1.28M $1.28M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Profit Sharing Plans in Arizona

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

Mmrs Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Mmrs Profit Sharing Plan and Trust, Total assets ($M): 1.277207 · Participants: 2Mmrs Profit Sharing Plan and TrustKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Mmrs Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Mmrs Profit Sharing Plan and Trust side-by-side with 3 peers →

Mmrs Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Grim Corp. Profit Sharing Plan in FL ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Mmrs Profit Sharing Plan and Trust assets move in 2023? ▼
Mmrs Profit Sharing Plan and Trust held essentially flat - up 0.1% during 2023, from $1M to $1M. Reported net income was $645.
How have Mcphee Musculoskeletal and Rehabilitation Specialists PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcphee Musculoskeletal and Rehabilitation Specialists PC's sponsor-wide assets grew 0.2%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Mmrs Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Grim Corp. Profit Sharing Plan in FL ($1M, 21 participants).
Which Profit Sharing plans cover a similar participant headcount to Mmrs Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

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 860881217.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.