Profit Sharing · DOL Form 5500 · 2023

Montgomery Rheumatology Assoc.,P.a. Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
6
Participants Small participant base
66th
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Montgomery Rheumatology Associates, P.a. Profit Sharing Plan · Sponsored by Montgomery Rheumatology Assoc.,P.a. · Alabama · Healthcare & Social Assistance

$14M in assets, 6 participants

Montgomery Rheumatology Assoc.,P.a.'s Montgomery Rheumatology Associates, P.a. Profit Sharing Plan reported $14M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,636 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Montgomery Rheumatology Associates, P.a. Profit Sharing Plan surged 46.4% in 2023 ($10M → $14M) for 6 participants.

#12,636
in Healthcare & Social Assistance (17,684 peers)
+46.4%
assets growth YoY

Montgomery Rheumatology Associates, P.a. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Montgomery Rheumatology Associates, P.a. Profit Sharing Plan vs every filed plan by assets

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

$14,405,477 Top 34% higher than 66% 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

Montgomery Rheumatology Associates, 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. Montgomery Rheumatology Associates, P.a. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montgomery Rheumatology Associates, P.a. Profit Sharing Plan reported net income rose from -$30K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Montgomery Rheumatology Associates, P.a. Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Montgomery Rheumatology Associates, P.a. Profit Sharing Plan reported participants fell from 10 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630828806 · Montgomery Rheumatology Assoc.,P.a. PY 2023 · Profit Sharing

Montgomery Rheumatology Associates, P.a. Profit Sharing Plan · $14M · 6 · 66th

  • NET $14M
  • BOOK 6
  • VS-ST 66th
  • BOY Profit Sharing
  • SCH near New York County Defender Services Profit Sharing Plan
  • EBSA ind #12636

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 Alabama →

Montgomery Rheumatology Associates, P.a. Profit Sharing Plan in the asset neighbourhood

Lewis County Primary Care 403(b) PlanLewis County Primary Care 40…$14MMontgomery Rheumatology Associates, P.a. Profit Sharing PlanMontgomery Rheumatology Asso…$14MKalb Construction Co. Profit Sharing PlanKalb Construction Co. Profit…$14MNew York County Defender Services Profit Sharing PlanNew York County Defender Ser…$14MScenic Hudson, Inc. 403(b) PlanScenic Hudson, Inc. 403(b) P…$14M
End-of-year total assets ($M) among Montgomery Rheumatology Associates, P.a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Montgomery Rheumatology Assoc.,P.a. years around the 2023 move

Sponsor-wide plan assets over time

All Montgomery Rheumatology Assoc.,P.a. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $9.84M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 10 $10M
2023 1 6 $14M
2024 1 5 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$5M
Employer EIN630828806
Plan Effective Date1985-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Montgomery Rheumatology Associates, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 1020304050 Total assets ($M) Participants Montgomery Rheumatology Associates, P.a. Profit Sharing Plan, Total assets ($M): 14.405477 · Participants: 6Montgomery Rheumatology Associates, P.a. Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Montgomery Rheumatology Associates, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Montgomery Rheumatology Associates, P.a. Profit Sharing Plan side-by-side with 3 peers →

Montgomery Rheumatology Associates, P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is New York County Defender Services Profit Sharing Plan in NY ($14M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); 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 Montgomery Rheumatology Associates, P.a. Profit Sharing Plan assets move in 2023? ▼
Montgomery Rheumatology Associates, P.a. Profit Sharing Plan surged - up 46.4% during 2023, from $10M to $14M. Reported net income was $5M.
Which Profit Sharing plans are similar in size to Montgomery Rheumatology Associates, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is New York County Defender Services Profit Sharing Plan in NY ($14M, 136 participants).
Which Profit Sharing plans cover a similar participant headcount to Montgomery Rheumatology Associates, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 630828806.

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.