Profit Sharing · DOL Form 5500 · 2023
Montgomery Rheumatology Assoc.,P.a. Profit Sharing Plan
Data updated 2026-08-11
- $14M
- Total assets
- 6
- Participants
- 66th
- Percentile by assets
- $2.4M
- Avg per participant
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.
- 66th percentile by assets (of 127,072 plans)
- #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.
- $14M
- total plan assets (2023 EOY)
- 6
- covered participants
- 66th
- percentile by assets (of 127,072 plans)
- $2.4M
- avg assets per participant
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.
2023 asset move for Montgomery Rheumatology Associates, P.a. Profit Sharing Plan
Year over year, total assets surged from $10M at the start of 2023 to $14M at year-end (up 46.4%). Net assets closed at $14M; reported net income $5M.
Montgomery Rheumatology Assoc.,P.a. years around the 2023 move
| 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 EIN | 630828806 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING 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
- The Health Care Authority for Baptist Health Matching Dollar Plan $45M · 2,207
- Pathology Associates, P.C. Profit Sharing Plan and Trust $33M · 42
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $27M · 16
- Auto Investment, Inc. 401(k) Plan $24M · 392
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan $15M · 103
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Montgomery Rheumatology Associates, P.a. Profit Sharing Plan by total assets, not by location.
- New York County Defender Services Profit Sharing Plan (NY) $14M · 136
- Kalb Construction Co. Profit Sharing Plan (NV) $14M · N/A
- Scenic Hudson, Inc. 403(b) Plan (NY) $14M · 74
- Lewis County Primary Care 403(b) Plan (KY) $14M · 393
Frequently Asked Questions
How did Montgomery Rheumatology Associates, P.a. Profit Sharing Plan assets move in 2023? ▼
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2023 change
Ways to act on Montgomery Rheumatology Associates, P.a. Profit Sharing Plan's numbers.
- By total assets, Montgomery Rheumatology Associates, P.a. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Alabama. Compare plans