Profit Sharing · DOL Form 5500 · 2023
Sam Goldberger, M.D. Profit Sharing Plan
Data updated 2026-08-25
- $964K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $963,983
- Avg per participant High balance/head
Official DOL plan name: Sam Goldberger, M.D. Profit Sharing Plan · Sponsored by Sam Goldberger, M.D. · Massachusetts · Healthcare & Social Assistance
$964K in assets, 1 participants
Sam Goldberger, M.D.'s Sam Goldberger, M.D. Profit Sharing Plan reported $964K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,377 in Healthcare & Social Assistance (17,684 peers)
Sam Goldberger, M.D. multi-year trail
Sam Goldberger, M.D.'s plans moved +26.0% in assets from 2022 to 2024; this filing shows Sam Goldberger, M.D. Profit Sharing Plan at $964K / 1 participant.
- #3,377
- in Healthcare & Social Assistance (17,684 peers)
- +16.9%
- assets growth YoY
Sam Goldberger, M.D. Profit Sharing Plan among the smaller filed plans by assets
Sam Goldberger, M.D. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$963,983 23rd percentile higher than 23% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sam Goldberger, M.D. 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. Sam Goldberger, M.D. 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
- Sam Goldberger, M.D. Profit Sharing Plan reported net income rose from -$349K in the plan year 2022 filing to $139K in the plan year 2023 filing.
- Sam Goldberger, M.D. Profit Sharing Plan end-of-year assets rose from $825K in the plan year 2022 filing to $964K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 901257398 · Sam Goldberger, M.D. PY 2023 · Profit Sharing
Sam Goldberger, M.D. Profit Sharing Plan · $964K · 1 · 23rd
- BOOK $964K
- VS-ST 1
- BOY 23rd
- SCH Profit Sharing
- EBSA near S. Ismail Bokhari, M.D., P.C. Profit Sharing Plan
- PART ind #3377
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 Massachusetts →
Sam Goldberger, M.D. Profit Sharing Plan in the asset neighbourhood
Sam Goldberger, M.D. multi-year asset trail
Sponsor-wide plan assets over time
All Sam Goldberger, M.D. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 26.031184743777242% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $825K |
| 2023 | 1 | 1 | $964K |
| 2024 | 1 | 1 | $1M |
Sam Goldberger, M.D. filing trail (2023)
| Total Assets (Beginning of Year) | $825K |
|---|---|
| Net Assets (End of Year) | $964K |
| Net Income | $139K |
| Employer EIN | 901257398 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
Sam Goldberger, M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is S. Ismail Bokhari, M.D., P.C. Profit Sharing Plan in AZ ($964K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($964K here).
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.