Profit Sharing · DOL Form 5500 · 2023

Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$511,172
Avg per participant High balance/head
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Official DOL plan name: Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan · Sponsored by Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan · Tennessee · Healthcare & Social Assistance

$2M in assets, 3 participants

Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan's Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,378 in Healthcare & Social Assistance (17,684 peers)

Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan multi-year trail

Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan's plans moved +23.5% in assets from 2022 to 2024; this filing shows Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan at $2M / 3 participants.

#4,378
in Healthcare & Social Assistance (17,684 peers)
+13.2%
assets growth YoY

Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan among the smaller filed plans by assets

Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan vs every filed plan by assets

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

$1,533,516 28th percentile higher than 28% 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

Upper Cumberland Oncology Associates, PLLC 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. Upper Cumberland Oncology Associates, PLLC 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

  • Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan reported net income rose from -$175K in the plan year 2022 filing to $179K in the plan year 2023 filing.
  • Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 203721327 · Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan PY 2023 · Profit Sharing

Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan · $2M · 3 · 28th

  • EOY $2M
  • 5500 3
  • ASSETS 28th
  • PCT Profit Sharing
  • EIN near Djm Capital Partners, Inc. Profit Sharing Plan
  • RANK ind #4378

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 →

Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan in the asset neighbourhood

Upper Cumberland Oncology Associates, PLLC Profit Sharing PlanUpper Cumberland Oncology As…$2MDjm Capital Partners, Inc. Profit Sharing PlanDjm Capital Partners, Inc. P…$2MDr. Andrea Paporto, Chiropractor, P.C. Profit Sharing PlanDr. Andrea Paporto, Chiropra…$2MPatricia a. Hatton, M.D., Inc. Profit Sharing PlanPatricia a. Hatton, M.D., In…$2MPera Replacement Plan for Certain Employees of Avera MarshallPera Replacement Plan for Ce…$2M
End-of-year total assets ($M) among Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.487864389366894% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M$1.8M 202220232024 $1.35M $1.67M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $2M
2024 1 5 $2M

Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$179K
Employer EIN203721327
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan, Total assets ($M): 1.533516 · Participants: 3Upper Cumberland Oncology Associates, PLLC Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan side-by-side with 3 peers →

Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Djm Capital Partners, Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan assets move in 2023? ▼
Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan grew at a solid clip - up 13.2% during 2023, from $1M to $2M. Reported net income was $179K.
How have Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan's sponsor-wide assets grew 23.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Djm Capital Partners, Inc. Profit Sharing Plan in CA ($2M, 54 participants).
Which Profit Sharing plans cover a similar participant headcount to Upper Cumberland Oncology Associates, PLLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 203721327.

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.