Profit Sharing · DOL Form 5500 · 2023

Robert Mcdaniel Md, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
31st
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Robert Mcdaniel Md, Inc. Profit Sharing Plan · Sponsored by Robert Mcdaniel Md, Inc. · California · Healthcare & Social Assistance

$2M in assets, 1 participants

Robert Mcdaniel Md, Inc.'s Robert Mcdaniel Md, Inc. Profit Sharing Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,404 in Healthcare & Social Assistance (17,684 peers)

Robert Mcdaniel Md, Inc. multi-year trail

Robert Mcdaniel Md, Inc.'s plans moved +14.8% in assets from 2022 to 2024; this filing shows Robert Mcdaniel Md, Inc. Profit Sharing Plan at $2M / 1 participant.

#5,404
in Healthcare & Social Assistance (17,684 peers)
+14.1%
assets growth YoY

Robert Mcdaniel Md, Inc. Profit Sharing Plan among the smaller filed plans by assets

Robert Mcdaniel Md, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,184,748 31st percentile higher than 31% 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

Robert Mcdaniel Md, Inc. 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. Robert Mcdaniel Md, Inc. 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

  • Robert Mcdaniel Md, Inc. Profit Sharing Plan reported net income rose from -$108K in the plan year 2022 filing to $269K in the plan year 2023 filing.
  • Robert Mcdaniel Md, Inc. 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 →

DOL schedule card

Filing strip 330178994 · Robert Mcdaniel Md, Inc. PY 2023 · Profit Sharing

Robert Mcdaniel Md, Inc. Profit Sharing Plan · $2M · 1 · 31st

  • IND $2M
  • IND 1
  • IND 31st
  • IND Profit Sharing
  • IND near Reitan Law Office Profit Sharing Plan
  • IND ind #5404

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 California →

Robert Mcdaniel Md, Inc. Profit Sharing Plan in the asset neighbourhood

Reitan Law Office Profit Sharing PlanReitan Law Office Profit Sha…$2MJames D Mcfarland Co Inc 401(k) PlanJames D Mcfarland Co Inc 401…$2MInstituto De Cirugia Orbitofacial, Csp Retirement PlanInstituto De Cirugia Orbitof…$2MMorris Nilsen Funeral Chapel Inc Profit Sharing PlanMorris Nilsen Funeral Chapel…$2MRobert Mcdaniel Md, Inc. Profit Sharing PlanRobert Mcdaniel Md, Inc. Pro…$2M
End-of-year total assets ($M) among Robert Mcdaniel Md, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Robert Mcdaniel Md, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Robert Mcdaniel Md, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.804870587178895% vs 2022
2024 filing year
$1.8M$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $1.92M $2.2M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Robert Mcdaniel Md, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$269K
Employer EIN330178994
Plan Effective Date1987-03-24
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Robert Mcdaniel Md, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Robert Mcdaniel Md, Inc. Profit Sharing Plan, Total assets ($B): 0.002184748 · Participants: 1Robert Mcdaniel Md, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Robert Mcdaniel Md, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Robert Mcdaniel Md, Inc. Profit Sharing Plan side-by-side with 3 peers →

Robert Mcdaniel Md, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Reitan Law Office Profit Sharing Plan in MN ($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 Robert Mcdaniel Md, Inc. Profit Sharing Plan assets move in 2023? ▼
Robert Mcdaniel Md, Inc. Profit Sharing Plan grew at a solid clip - up 14.1% during 2023, from $2M to $2M. Reported net income was $269K.
How have Robert Mcdaniel Md, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Mcdaniel Md, Inc.'s sponsor-wide assets grew 14.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Robert Mcdaniel Md, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Reitan Law Office Profit Sharing Plan in MN ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert Mcdaniel Md, Inc. 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).

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 330178994.

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.