Profit Sharing · DOL Form 5500 · 2023
Drs. Russell, Berkebile & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $486,641
- Avg per participant High balance/head
Official DOL plan name: Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan · Sponsored by Drs. Russell, Berkebile & Associates, Inc. · Ohio · Healthcare & Social Assistance
$8M in assets, 17 participants
Drs. Russell, Berkebile & Associates, Inc.'s Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan reported $8M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,623 in Healthcare & Social Assistance (17,684 peers)
Drs. Russell, Berkebile & Associates, Inc. multi-year trail
Drs. Russell, Berkebile & Associates, Inc.'s plans moved -56.2% in assets from 2022 to 2024; this filing shows Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan at $8M / 17 participants.
- #10,623
- in Healthcare & Social Assistance (17,684 peers)
- -42.5%
- assets change YoY
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,272,905 Top 46% higher than 54% 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
Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan end-of-year assets fell from $14M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan reported participants fell from 19 in the plan year 2022 filing to 17 in the plan year 2023 filing.
- Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 341032366 · Drs. Russell, Berkebile & Associates, Inc. PY 2023 · Profit Sharing
Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan · $8M · 17 · 54th
- VS-ST $8M
- VS-ST 17
- VS-ST 54th
- VS-ST Profit Sharing
- VS-ST near Hinden and Breslavsky Law Corp Profit Sharing Plan
- VS-ST ind #10623
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 Ohio →
Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan in the asset neighbourhood
Drs. Russell, Berkebile & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Drs. Russell, Berkebile & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 56.20925993584797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $14M |
| 2023 | 1 | 17 | $8M |
| 2024 | 1 | 11 | $6M |
Drs. Russell, Berkebile & Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$6M |
| Employer EIN | 341032366 |
| Plan Effective Date | 1969-11-30 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Hinden and Breslavsky Law Corp Profit Sharing Plan in CA ($8M); by covered participants it is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Aunt Charlottes Candies Inc Profit Sharing Plan (NJ) 17 · 0 off
- Rock Hill Lumber, Inc. Profit Sharing Plan (VA) 17 · 0 off
- Rkling Associates, Inc. Retirement Plan (TX) 17 · 0 off
- Va Claim Pros, LLC Savings Plan (PR) 17 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.