Profit Sharing · DOL Form 5500 · 2023

Jeffrey a. Hale, M.D. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan · Sponsored by Jeffrey a. Hale, M.D. · Arkansas · Healthcare & Social Assistance

$2M in assets, 1 participants

Jeffrey a. Hale, M.D.'s Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,887 in Healthcare & Social Assistance (17,684 peers)

Jeffrey a. Hale, M.D. multi-year trail

Jeffrey a. Hale, M.D.'s plans moved +18.7% in assets from 2022 to 2024; this filing shows Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan at $2M / 1 participant.

#4,887
in Healthcare & Social Assistance (17,684 peers)
+9.7%
assets growth YoY

Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan among the smaller filed plans by assets

Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan vs every filed plan by assets

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

$1,829,058 29th percentile higher than 29% 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

Jeffrey a. Hale, M.D., P.a. 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. Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan reported net income rose from $28K in the plan year 2022 filing to $162K in the plan year 2023 filing.
  • Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 710821828 · Jeffrey a. Hale, M.D. PY 2023 · Profit Sharing

Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan · $2M · 1 · 29th

  • EIN $2M
  • RANK 1
  • PHOTO 29th
  • IND Profit Sharing
  • EOY near Local 143 Annuity Fund 333 Sylvan Avenue - Ste 400 Englewood Cliffs, Nj 07632-2724
  • 5500 ind #4887

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 Arkansas →

Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan in the asset neighbourhood

Jeffrey a. Hale, M.D., P.a. Profit Sharing PlanJeffrey a. Hale, M.D., P.a. …$2MLocal 143 Annuity Fund 333 Sylvan Avenue - Ste 400 Englewood Cliffs, Nj 07632-2724Local 143 Annuity Fund 333 S…$2MThe Founder's Fund$2MPdf Designs, Inc. Profit Sharing PlanPdf Designs, Inc. Profit Sha…$2MCash & Carry Paper Co., Inc. Profit Sharing PlanCash & Carry Paper Co., Inc.…$2M
End-of-year total assets ($M) among Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jeffrey a. Hale, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey a. Hale, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.688564116435863% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.67M $1.98M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Jeffrey a. Hale, M.D. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$162K
Employer EIN710821828
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arkansas

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

Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1001020304050 Total assets ($M) Participants Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan, Total assets ($M): 1.829058 · Participants: 1Jeffrey a. Hale, M.D., P.a. Profit Sharing PlanHeifer International 403(b) Plan, Total assets ($M): 46.299637 · Participants: 249Heifer International 403(b) PlanArcare Retirement Plan, Total assets ($M): 40.943843 · Participants: 1251Arcare Retirement PlanBaxter Regional Medical Center 401(a) Plan, Total assets ($M): 40.610842 · Participants: 1616Baxter Regional Medical Center 401(a) PlanDyke Industries, Inc. Profit Sharing Plan & Trust, Total assets ($M): 33.593658 · Participants: 596Dyke Industries, Inc. Profit Sharing Plan & TrustWehco Profit Sharing Plan, Total assets ($M): 19.68061 · Participants: 654Wehco Profit Sharing Plan
Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Arkansas, assets vs. participants

Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arkansas, the nearest Profit Sharing by assets is Local 143 Annuity Fund 333 Sylvan Avenue - Ste 400 Englewood Cliffs, Nj 07632-2724 in NJ ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan assets move in 2023?
Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan grew at a solid clip - up 9.7% during 2023, from $2M to $2M. Reported net income was $162K.
How have Jeffrey a. Hale, M.D. plan assets changed over time?
Across 3 plan years on file (2022-2024), Jeffrey a. Hale, M.D.'s sponsor-wide assets grew 18.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Local 143 Annuity Fund 333 Sylvan Avenue - Ste 400 Englewood Cliffs, Nj 07632-2724 in NJ ($2M, 222 participants).
Which Profit Sharing plans cover a similar participant headcount to Jeffrey a. Hale, M.D., P.a. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).