Profit Sharing · DOL Form 5500 · 2023
C. Neil Kay, Orthodontics, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $926K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $231,524
- Avg per participant Above avg balance/head
Official DOL plan name: C. Neil Kay Orthodontics, P.C. Profit Sharing Plan · Sponsored by C. Neil Kay, Orthodontics, P.C. · Illinois · Healthcare & Social Assistance
$926K in assets, 4 participants
C. Neil Kay, Orthodontics, P.C.'s C. Neil Kay Orthodontics, P.C. Profit Sharing Plan reported $926K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,299 in Healthcare & Social Assistance (17,684 peers)
C. Neil Kay, Orthodontics, P.C. multi-year trail
C. Neil Kay, Orthodontics, P.C.'s plans moved +36.6% in assets from 2022 to 2024; this filing shows C. Neil Kay Orthodontics, P.C. Profit Sharing Plan at $926K / 4 participants.
- #3,299
- in Healthcare & Social Assistance (17,684 peers)
- +17.8%
- assets growth YoY
C. Neil Kay Orthodontics, P.C. Profit Sharing Plan among the smaller filed plans by assets
C. Neil Kay Orthodontics, P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$926,096 23rd percentile higher than 23% 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
C. Neil Kay Orthodontics, P.C. 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. C. Neil Kay Orthodontics, P.C. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- C. Neil Kay Orthodontics, P.C. Profit Sharing Plan reported net income rose from -$48K in the plan year 2022 filing to $140K in the plan year 2023 filing.
- C. Neil Kay Orthodontics, P.C. Profit Sharing Plan reported participants fell from 8 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- C. Neil Kay Orthodontics, P.C. Profit Sharing Plan end-of-year assets rose from $786K in the plan year 2022 filing to $926K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 320090898 · C. Neil Kay, Orthodontics, P.C. PY 2023 · Profit Sharing
C. Neil Kay Orthodontics, P.C. Profit Sharing Plan · $926K · 4 · 23rd
- BOOK $926K
- BOOK 4
- BOOK 23rd
- BOOK Profit Sharing
- BOOK near Mayer & Steinberg, Inc. Profit Sharing Plan and Trust
- BOOK ind #3299
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 Illinois →
C. Neil Kay Orthodontics, P.C. Profit Sharing Plan in the asset neighbourhood
C. Neil Kay, Orthodontics, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All C. Neil Kay, Orthodontics, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 36.60226020617193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $786K |
| 2023 | 1 | 4 | $926K |
| 2024 | 1 | 9 | $1M |
C. Neil Kay, Orthodontics, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $786K |
|---|---|
| Net Assets (End of Year) | $926K |
| Net Income | $140K |
| Employer EIN | 320090898 |
| Plan Effective Date | 2003-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
C. Neil Kay Orthodontics, P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Mayer & Steinberg, Inc. Profit Sharing Plan and Trust in MD ($926K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($926K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.