Profit Sharing · DOL Form 5500 · 2023

Robert S. Shapiro, M.D. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
34th
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Robert S. Shapiro, M.D. Profit Sharing Plan · Sponsored by Robert S. Shapiro, M.D. · Hawaii · Healthcare & Social Assistance

$3M in assets, 1 participants

Robert S. Shapiro, M.D.'s Robert S. Shapiro, M.D. Profit Sharing Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,110 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Robert S. Shapiro, M.D. Profit Sharing Plan grew at a solid clip 9.1% in 2023 ($2M → $3M) for 1 participant.

#6,110
in Healthcare & Social Assistance (17,684 peers)
+9.1%
assets growth YoY

Robert S. Shapiro, M.D. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Robert S. Shapiro, M.D. Profit Sharing Plan vs every filed plan by assets

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

$2,703,910 34th percentile higher than 34% 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

Robert S. Shapiro, 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. Robert S. Shapiro, 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

  • Robert S. Shapiro, M.D. Profit Sharing Plan reported net income rose from $3K in the plan year 2022 filing to $226K in the plan year 2023 filing.
  • Robert S. Shapiro, M.D. Profit Sharing 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 →

DOL schedule card

Filing strip 990248127 · Robert S. Shapiro, M.D. PY 2023 · Profit Sharing

Robert S. Shapiro, M.D. Profit Sharing Plan · $3M · 1 · 34th

  • NET $3M
  • NET 1
  • NET 34th
  • NET Profit Sharing
  • NET near Mason Financial Group Employees Profit Sharing Plan and Trust
  • NET ind #6110

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 Hawaii →

Robert S. Shapiro, M.D. Profit Sharing Plan in the asset neighbourhood

Mason Financial Group Employees Profit Sharing Plan and TrustMason Financial Group Employ…$3MTriangle B Ranch, Inc. Profit Sharing PlanTriangle B Ranch, Inc. Profi…$3MTon That Chieu Md Self Directed Profit Sharing PlanTon That Chieu Md Self Direc…$3MRobert S. Shapiro, M.D. Profit Sharing PlanRobert S. Shapiro, M.D. Prof…$3MBailey, Clark & Nelson Self-Empl Profit Sharing PlanBailey, Clark & Nelson Self-…$3M
End-of-year total assets ($M) among Robert S. Shapiro, M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Robert S. Shapiro, M.D. years around the 2023 move

Sponsor-wide plan assets over time

All Robert S. Shapiro, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 7.157611455019643% vs 2022
2024 filing year
$2.4M$2.5M$2.6M$2.7M$2.8M 202220232024 $2.48M $2.66M ▲ +7.3%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $3M
2024 1 1 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$226K
Employer EIN990248127
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Hawaii

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

Robert S. Shapiro, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400500 Total assets ($M) Participants Robert S. Shapiro, M.D. Profit Sharing Plan, Total assets ($M): 2.70391 · Participants: 1Robert S. Shapiro, M.D. Profit Sharing PlanHawaii Electricians Annuity Plan, Total assets ($M): 450.479567 · Participants: 2215Hawaii Electricians Annuity PlanHawaii Sheet Metal Workers Annuity Profit Sharing, Total assets ($M): 108.342276 · Participants: 514Hawaii Sheet Metal Workers Annuity Profit SharingHawaiiusa Fcu Retirement Plan, Total assets ($M): 55.609266 · Participants: 386Hawaiiusa Fcu Retirement PlanHawaiian Dredging Construction Company Profit Sharing Plan, Total assets ($M): 34.397084 · Participants: 296Hawaiian Dredging Construction Company Profit Sharing PlanUnlimited Construction Services Inc. 401(k) Profit Sharing Plan, Total assets ($M): 13.032649 · Participants: 105Unlimited Construction Services Inc. 401(k) Profit Sharing Plan
Robert S. Shapiro, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants
Compare Robert S. Shapiro, M.D. Profit Sharing Plan side-by-side with 3 peers →

Robert S. Shapiro, M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Hawaii, the nearest Profit Sharing by assets is Mason Financial Group Employees Profit Sharing Plan and Trust in IL ($3M); 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 Robert S. Shapiro, M.D. Profit Sharing Plan assets move in 2023? ▼
Robert S. Shapiro, M.D. Profit Sharing Plan grew at a solid clip - up 9.1% during 2023, from $2M to $3M. Reported net income was $226K.
How have Robert S. Shapiro, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert S. Shapiro, M.D.'s sponsor-wide assets grew 7.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Robert S. Shapiro, M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mason Financial Group Employees Profit Sharing Plan and Trust in IL ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert S. Shapiro, M.D. 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 990248127.

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.