Profit Sharing · DOL Form 5500 · 2023

Limbaugh Orthodontics, PC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
30th
Percentile by assets National rank
$110,938
Avg per participant Below avg balance/head
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Official DOL plan name: Limbaugh Orthodontics, PC Profit Sharing Plan · Sponsored by Limbaugh Orthodontics, PC · Alabama · Healthcare & Social Assistance

$2M in assets, 18 participants

Limbaugh Orthodontics, PC's Limbaugh Orthodontics, PC Profit Sharing Plan reported $2M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,125 in Healthcare & Social Assistance (17,684 peers)

Limbaugh Orthodontics, PC multi-year trail

Limbaugh Orthodontics, PC's plans moved +48.3% in assets from 2022 to 2024; this filing shows Limbaugh Orthodontics, PC Profit Sharing Plan at $2M / 18 participants.

#5,125
in Healthcare & Social Assistance (17,684 peers)
+26.3%
assets growth YoY

Limbaugh Orthodontics, PC Profit Sharing Plan among the smaller filed plans by assets

Limbaugh Orthodontics, PC Profit Sharing Plan vs every filed plan by assets

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

$1,996,878 30th percentile higher than 30% 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

Limbaugh Orthodontics, PC 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. Limbaugh Orthodontics, PC Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Limbaugh Orthodontics, PC Profit Sharing Plan reported net income rose from -$229K in the plan year 2022 filing to $416K in the plan year 2023 filing.
  • Limbaugh Orthodontics, PC 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 630811931 · Limbaugh Orthodontics, PC PY 2023 · Profit Sharing

Limbaugh Orthodontics, PC Profit Sharing Plan · $2M · 18 · 30th

  • BOY $2M
  • SCH 18
  • EBSA 30th
  • PART Profit Sharing
  • TYPE near Owden Corp. Retirement Plan
  • NET ind #5125

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 →

Limbaugh Orthodontics, PC Profit Sharing Plan in the asset neighbourhood

Limbaugh Orthodontics, PC Profit Sharing PlanLimbaugh Orthodontics, PC Pr…$2MOwden Corp. Retirement Plan$2MPemberton Transportation Inc. Retirement PlanPemberton Transportation Inc…$2MNj Thomas Enterprises Inc. Retirement PlanNj Thomas Enterprises Inc. R…$2MUrban Exterior Restoration Inc Retirement PlanUrban Exterior Restoration I…$2M
End-of-year total assets ($M) among Limbaugh Orthodontics, PC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Limbaugh Orthodontics, PC multi-year asset trail

Sponsor-wide plan assets over time

All Limbaugh Orthodontics, PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 48.3359713363008% vs 2022
2024 filing year
$1.5M$2M$2.5M 202220232024 $1.58M $2.35M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 18 $2M
2023 1 18 $2M
2024 1 16 $2M

Limbaugh Orthodontics, PC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$416K
Employer EIN630811931
Plan Effective Date1981-08-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Limbaugh Orthodontics, PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1001020304050 Total assets ($M) Participants Limbaugh Orthodontics, PC Profit Sharing Plan, Total assets ($M): 1.996878 · Participants: 18Limbaugh Orthodontics, PC 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
Limbaugh Orthodontics, PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Limbaugh Orthodontics, PC Profit Sharing Plan side-by-side with 3 peers →

Limbaugh Orthodontics, PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Owden Corp. Retirement Plan in NJ ($2M); by covered participants it is Dme Interests, Inc. Retirement Plan in TX (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Limbaugh Orthodontics, PC Profit Sharing Plan assets move in 2023? ▼
Limbaugh Orthodontics, PC Profit Sharing Plan grew sharply - up 26.3% during 2023, from $2M to $2M. Reported net income was $416K.
How have Limbaugh Orthodontics, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Limbaugh Orthodontics, PC's sponsor-wide assets grew 48.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Limbaugh Orthodontics, PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Owden Corp. Retirement Plan in NJ ($2M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Limbaugh Orthodontics, PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dme Interests, Inc. Retirement Plan in TX (18 participants, $487K 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 630811931.

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.