Profit Sharing · DOL Form 5500 · 2023

Martin W Kern, Md, Sc Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
N/A
Participants Small participant base
33rd
Percentile by assets National rank
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Official DOL plan name: Martin W. Kern M.D., S.C. Restated Profit Sharing Plan · Sponsored by Martin W Kern, Md, Sc · Wisconsin · Healthcare & Social Assistance

$3M in assets, N/A participants

Martin W Kern, Md, Sc's Martin W. Kern M.D., S.C. Restated Profit Sharing Plan reported $3M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,896 in Healthcare & Social Assistance (17,684 peers)

Martin W Kern, Md, Sc multi-year trail

Martin W Kern, Md, Sc's plans moved +12.8% in assets from 2022 to 2024; this filing shows Martin W. Kern M.D., S.C. Restated Profit Sharing Plan at $3M / N/A participants.

#5,896
in Healthcare & Social Assistance (17,684 peers)
+6.3%
assets growth YoY

Martin W. Kern M.D., S.C. Restated Profit Sharing Plan among the smaller filed plans by assets

Martin W. Kern M.D., S.C. Restated Profit Sharing Plan vs every filed plan by assets

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

$2,560,373 33rd percentile higher than 33% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Martin W. Kern M.D., S.C. Restated Profit Sharing Plan reported net income rose from -$370K in the plan year 2022 filing to $152K in the plan year 2023 filing.
  • Martin W. Kern M.D., S.C. Restated Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391256400 · Martin W Kern, Md, Sc PY 2023 · Profit Sharing

Martin W. Kern M.D., S.C. Restated Profit Sharing Plan · $3M · N/A · 33rd

  • IND $3M
  • EOY N/A
  • 5500 33rd
  • ASSETS Profit Sharing
  • PCT near Dr. Ravi Gupta, Inc. Pension Plan
  • EIN ind #5896

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 Wisconsin →

Martin W. Kern M.D., S.C. Restated Profit Sharing Plan in the asset neighbourhood

Martin W. Kern M.D., S.C. Restated Profit Sharing PlanMartin W. Kern M.D., S.C. Re…$3MDr. Ravi Gupta, Inc. Pension PlanDr. Ravi Gupta, Inc. Pension…$3MHome Savings Bank Profit Sharing Plan and TrustHome Savings Bank Profit Sha…$3MSherwood Industries, Inc. Profit Sharing PlanSherwood Industries, Inc. Pr…$3MPhilip E Lutz Mdpc Profit Sharing PlanPhilip E Lutz Mdpc Profit Sh…$3M
End-of-year total assets ($M) among Martin W. Kern M.D., S.C. Restated Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Martin W Kern, Md, Sc multi-year asset trail

Sponsor-wide plan assets over time

All Martin W Kern, Md, Sc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.828948870985894% vs 2022
2024 filing year
$2.3M$2.4M$2.5M$2.6M$2.7M$2.8M 202220232024 $2.41M $2.72M ▲ +12.9%
Year Plans Participants Total Assets
2022 1 N/A $2M
2023 1 N/A $3M
2024 1 N/A $3M

Martin W Kern, Md, Sc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$152K
Employer EIN391256400
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Martin W. Kern M.D., S.C. Restated Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Martin W. Kern M.D., S.C. Restated Profit Sharing Plan, Total assets ($B): 0.002560373 · Participants: 0Martin W. Kern M.D., S.C. Restated Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Martin W. Kern M.D., S.C. Restated Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Martin W. Kern M.D., S.C. Restated Profit Sharing Plan side-by-side with 3 peers →

Martin W. Kern M.D., S.C. Restated Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside Wisconsin, the nearest Profit Sharing by end-of-year assets is Dr. Ravi Gupta, Inc. Pension Plan in CA at $3M (this filing: $3M).

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 Martin W. Kern M.D., S.C. Restated Profit Sharing Plan assets move in 2023? ▼
Martin W. Kern M.D., S.C. Restated Profit Sharing Plan grew at a solid clip - up 6.3% during 2023, from $2M to $3M. Reported net income was $152K.
How have Martin W Kern, Md, Sc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin W Kern, Md, Sc's sponsor-wide assets grew 12.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Martin W. Kern M.D., S.C. Restated Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dr. Ravi Gupta, Inc. Pension Plan in CA ($3M, 6 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 391256400.

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.