Profit Sharing · DOL Form 5500 · 2023

Dr. Ravi Gupta, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
33rd
Percentile by assets National rank
$426,660
Avg per participant High balance/head
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Official DOL plan name: Dr. Ravi Gupta, Inc. Pension Plan · Sponsored by Dr. Ravi Gupta, Inc. · California · Healthcare & Social Assistance

$3M in assets, 6 participants

Dr. Ravi Gupta, Inc.'s Dr. Ravi Gupta, Inc. Pension Plan reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,895 in Healthcare & Social Assistance (17,684 peers)

Dr. Ravi Gupta, Inc. multi-year trail

Dr. Ravi Gupta, Inc.'s plans moved +20.5% in assets from 2022 to 2024; this filing shows Dr. Ravi Gupta, Inc. Pension Plan at $3M / 6 participants.

#5,895
in Healthcare & Social Assistance (17,684 peers)
+7.9%
assets growth YoY

Dr. Ravi Gupta, Inc. Pension Plan among the smaller filed plans by assets

Dr. Ravi Gupta, Inc. Pension Plan vs every filed plan by assets

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

$2,559,957 33rd percentile higher than 33% 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

Dr. Ravi Gupta, Inc. Pension 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. Dr. Ravi Gupta, Inc. Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr. Ravi Gupta, Inc. Pension Plan reported net income rose from -$18K in the plan year 2022 filing to $187K in the plan year 2023 filing.
  • Dr. Ravi Gupta, Inc. Pension Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954496740 · Dr. Ravi Gupta, Inc. PY 2023 · Profit Sharing

Dr. Ravi Gupta, Inc. Pension Plan · $3M · 6 · 33rd

  • ASSETS $3M
  • ASSETS 6
  • ASSETS 33rd
  • ASSETS Profit Sharing
  • ASSETS near Martin W. Kern M.D., S.C. Restated Profit Sharing Plan
  • ASSETS ind #5895

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 California →

Dr. Ravi Gupta, Inc. Pension Plan in the asset neighbourhood

Dr. Ravi Gupta, Inc. Pension PlanDr. Ravi Gupta, Inc. Pension…$3MMartin W. Kern M.D., S.C. Restated Profit Sharing PlanMartin W. Kern M.D., S.C. Re…$3MHome Savings Bank Profit Sharing Plan and TrustHome Savings Bank Profit Sha…$3MEpstein Properties Co Inc Profit-Sharing PlanEpstein Properties Co Inc Pr…$3MSherwood Industries, Inc. Profit Sharing PlanSherwood Industries, Inc. Pr…$3M
End-of-year total assets ($M) among Dr. Ravi Gupta, Inc. Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Dr. Ravi Gupta, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Ravi Gupta, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.50790846792239% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.37M $2.86M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $3M
2024 1 6 $3M

Dr. Ravi Gupta, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$187K
Employer EIN954496740
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Dr. Ravi Gupta, Inc. Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Dr. Ravi Gupta, Inc. Pension Plan, Total assets ($B): 0.002559957 · Participants: 6Dr. Ravi Gupta, Inc. Pension PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Dr. Ravi Gupta, Inc. Pension Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Dr. Ravi Gupta, Inc. Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Martin W. Kern M.D., S.C. Restated Profit Sharing Plan in WI ($3M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

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 Dr. Ravi Gupta, Inc. Pension Plan assets move in 2023?
Dr. Ravi Gupta, Inc. Pension Plan grew at a solid clip - up 7.9% during 2023, from $2M to $3M. Reported net income was $187K.
How have Dr. Ravi Gupta, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Dr. Ravi Gupta, Inc.'s sponsor-wide assets grew 20.5%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Dr. Ravi Gupta, Inc. Pension Plan?
Among Profit Sharing plans in other states, the closest by assets is Martin W. Kern M.D., S.C. Restated Profit Sharing Plan in WI ($3M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Dr. Ravi Gupta, Inc. Pension 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).