Profit Sharing · DOL Form 5500 · 2023

Charles W. Ruggeroli M.D. Ltd Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: N/A
Participants Small participant base: 41st
Percentile by assets National rank

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Official DOL plan name: Charles W. Ruggeroli M.D. Profit Sharing Plan · Sponsored by Charles W. Ruggeroli M.D. Ltd · Nevada · Healthcare & Social Assistance

$4M in assets, N/A participants

Charles W. Ruggeroli M.D. Ltd's Charles W. Ruggeroli M.D. Profit Sharing Plan reported $4M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

#7,671 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Charles W. Ruggeroli M.D. Profit Sharing Plan holds $4M for N/A participants, in the lower half of filed plans by assets.

#7,671
in Healthcare & Social Assistance (17,684 peers): +2.2%
assets growth YoY

Charles W. Ruggeroli M.D. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charles W. Ruggeroli M.D. Profit Sharing Plan vs every filed plan by assets

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

$4,074,643 41st percentile higher than 41% 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

Filed plans by participant headcount

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

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Charles W. Ruggeroli M.D. Profit Sharing Plan reported net income rose from -$587K in the plan year 2022 filing to $86K in the plan year 2023 filing.
Charles W. Ruggeroli M.D. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 880127287 · Charles W. Ruggeroli M.D. Ltd PY 2023 · Profit Sharing

Charles W. Ruggeroli M.D. Profit Sharing Plan · $4M · N/A · 41st

ASSETS $4M
ASSETS N/A
ASSETS 41st
ASSETS Profit Sharing
ASSETS near Iavi 401(a) Retirement Plan
ASSETS ind #7671

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 Nevada →

End-of-year total assets ($M) among Charles W. Ruggeroli M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$86K
Employer EIN	880127287
Plan Effective Date	1975-09-08
Filing Status	FILING RECEIVED

Sponsor Plan History (Charles W. Ruggeroli M.D. Ltd)

Latest sponsor-wide plan assets: $4M 2.0922766821309353% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$4M
2023	1	N/A	$4M
2024	1	N/A	$4M

Nearby Profit Sharing Plans in Nevada

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

Charles W. Ruggeroli M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in Nevada, assets vs. participants

I.B.E.W. Local Union No 357 Pension Trust Fund, Plan B $481M · 4,139
Cement Masons and Plasterers Joint Pension Plan $86M · 677
Marina Plon, M.D. Profit Sharing Plan & Trust $36M · 1
Bricklayers & Allied Craftworkers Local 13 Defined Contribution Pension Plan $28M · 855
Construction Industry and Laborers Defined Contribution Pension Plan $26M · 2,713

Compare Charles W. Ruggeroli M.D. Profit Sharing Plan side-by-side with 3 peers →

Charles W. Ruggeroli M.D. Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside Nevada, the nearest Profit Sharing by end-of-year assets is Iavi 401(a) Retirement Plan in NY at $4M (this filing: $4M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Iavi 401(a) Retirement Plan (NY) $4M · 179
Employee Benefit Plan of Legal Services of the Hudson Valley (NY) $4M · 110
R. Bradley & Associates Profit Sharing Plan (NC) $4M · 8
Steven K Sterzer Md Inc Profit Sharing Plan (CA) $4M · 5

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 Charles W. Ruggeroli M.D. Profit Sharing Plan assets move in 2023? ▼

Charles W. Ruggeroli M.D. Profit Sharing Plan edged up modestly - up 2.2% during 2023, from $4M to $4M. Reported net income was $86K.

How have Charles W. Ruggeroli M.D. Ltd plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Charles W. Ruggeroli M.D. Ltd's sponsor-wide assets grew 2.1%, from $4M to $4M.

Which Profit Sharing plans are similar in size to Charles W. Ruggeroli M.D. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Iavi 401(a) Retirement Plan in NY ($4M, 179 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 880127287.