Profit Sharing · DOL Form 5500 · 2023

Marita Volk-Allen Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Marita Volk-Allen Md 401(k) Profit Sharing Plan · Sponsored by Marita Volk-Allen · Ohio · Healthcare & Social Assistance

$2M in assets, 1 participants

Marita Volk-Allen's Marita Volk-Allen Md 401(k) Profit Sharing Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,749 in Healthcare & Social Assistance (17,684 peers)

Marita Volk-Allen multi-year trail

Marita Volk-Allen's plans moved +19.1% in assets from 2022 to 2024; this filing shows Marita Volk-Allen Md 401(k) Profit Sharing Plan at $2M / 1 participant.

#4,749
in Healthcare & Social Assistance (17,684 peers)
+10.1%
assets growth YoY

Marita Volk-Allen Md 401(k) Profit Sharing Plan among the smaller filed plans by assets

Marita Volk-Allen Md 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,748,097 29th percentile higher than 29% 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

Marita Volk-Allen Md 401(k) 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. Marita Volk-Allen Md 401(k) 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

  • Marita Volk-Allen Md 401(k) Profit Sharing Plan reported net income rose from -$208K in the plan year 2022 filing to $161K in the plan year 2023 filing.
  • Marita Volk-Allen Md 401(k) 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 →

Published 5500 schedule card

Filing strip 263040963 · Marita Volk-Allen PY 2023 · Profit Sharing

Marita Volk-Allen Md 401(k) Profit Sharing Plan · $2M · 1 · 29th

  • PHOTO $2M
  • IND 1
  • EOY 29th
  • 5500 Profit Sharing
  • ASSETS near Rucker's Right, Inc. Profit Sharing Plan
  • PCT ind #4749

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 →

Marita Volk-Allen Md 401(k) Profit Sharing Plan in the asset neighbourhood

Marita Volk-Allen Md 401(k) Profit Sharing PlanMarita Volk-Allen Md 401(k) …$2MRucker's Right, Inc. Profit Sharing PlanRucker's Right, Inc. Profit …$2MKen Matthews Landscape Nursery Company, Inc. Profit Sharing PlanKen Matthews Landscape Nurse…$2MTerry O. Brown P.E. Pension PlanTerry O. Brown P.E. Pension …$2MJose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement PlanJose Raul Montes Eyes & Faci…$2M
End-of-year total assets ($M) among Marita Volk-Allen Md 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Marita Volk-Allen multi-year asset trail

Sponsor-wide plan assets over time

All Marita Volk-Allen plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.06537605609583% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.59M $1.89M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Marita Volk-Allen filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$161K
Employer EIN263040963
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Marita Volk-Allen Md 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Marita Volk-Allen Md 401(k) Profit Sharing Plan, Total assets ($B): 0.001748097 · Participants: 1Marita Volk-Allen Md 401(k) Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Marita Volk-Allen Md 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Marita Volk-Allen Md 401(k) Profit Sharing Plan side-by-side with 3 peers →

Marita Volk-Allen Md 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Rucker's Right, Inc. Profit Sharing Plan in GA ($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 Marita Volk-Allen Md 401(k) Profit Sharing Plan assets move in 2023? ▼
Marita Volk-Allen Md 401(k) Profit Sharing Plan grew at a solid clip - up 10.1% during 2023, from $2M to $2M. Reported net income was $161K.
How have Marita Volk-Allen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marita Volk-Allen's sponsor-wide assets grew 19.1%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Marita Volk-Allen Md 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rucker's Right, Inc. Profit Sharing Plan in GA ($2M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Marita Volk-Allen Md 401(k) 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 263040963.

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.