Profit Sharing · DOL Form 5500 · 2023

Richard I Goldberg, Md, P.a. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: N/A
Participants Small participant base: 27th
Percentile by assets National rank

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Official DOL plan name: Richard Ian Goldberg, Md, PA, Profit Sharing Plan · Sponsored by Richard I Goldberg, Md, P.a. · Florida · Healthcare & Social Assistance

$1M in assets, N/A participants

Richard I Goldberg, Md, P.a.'s Richard Ian Goldberg, Md, PA, Profit Sharing Plan reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

#4,312 in Healthcare & Social Assistance (17,684 peers)

Richard I Goldberg, Md, P.a. multi-year trail

Richard I Goldberg, Md, P.a.'s plans moved +22.4% in assets from 2022 to 2024; this filing shows Richard Ian Goldberg, Md, PA, Profit Sharing Plan at $1M / N/A participants.

#4,312
in Healthcare & Social Assistance (17,684 peers): +4.0%
assets growth YoY

Richard Ian Goldberg, Md, PA, Profit Sharing Plan among the smaller filed plans by assets

Richard Ian Goldberg, Md, PA, Profit Sharing Plan vs every filed plan by assets

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

$1,497,113 27th percentile higher than 27% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Richard Ian Goldberg, Md, PA, Profit Sharing Plan reported net income rose from -$270K in the plan year 2022 filing to $57K in the plan year 2023 filing.
Richard Ian Goldberg, Md, PA, Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591455161 · Richard I Goldberg, Md, P.a. PY 2023 · Profit Sharing

Richard Ian Goldberg, Md, PA, Profit Sharing Plan · $1M · N/A · 27th

PHOTO $1M
PHOTO N/A
PHOTO 27th
PHOTO Profit Sharing
PHOTO near David W Gilbert & Associates Inc Profit Sharing Plan and Trust
PHOTO ind #4312

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 Florida →

End-of-year total assets ($M) among Richard Ian Goldberg, Md, PA, Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Richard I Goldberg, Md, P.a. multi-year asset trail

Latest sponsor-wide plan assets: $2M 22.40552968511515% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$1M
2023	1	N/A	$1M
2024	1	N/A	$2M

Richard I Goldberg, Md, P.a. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$57K
Employer EIN	591455161
Plan Effective Date	1973-04-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Richard Ian Goldberg, Md, PA, Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants

Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
Shands Health Care Matched Savings Account 401(a) $421M · 9,825
American Maritime Officers Defined Contribution Plan $314M · 4,371

Compare Richard Ian Goldberg, Md, PA, Profit Sharing Plan side-by-side with 3 peers →

Richard Ian Goldberg, Md, PA, Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside Florida, the nearest Profit Sharing by end-of-year assets is David W Gilbert & Associates Inc Profit Sharing Plan and Trust in TX at $1M (this filing: $1M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

David W Gilbert & Associates Inc Profit Sharing Plan and Trust (TX) $1M · 5
Atlantis Healthcare 1165(e) Savings Plan for Union Employees (PR) $1M · 474
Jairo a. Estrada Cgm Profit Sharing Plan (PR) $1M · 2
Scm, LLC Restated Profit Sharing Plan and Trust (CO) $1M · 2

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 Richard Ian Goldberg, Md, PA, Profit Sharing Plan assets move in 2023? ▼

Richard Ian Goldberg, Md, PA, Profit Sharing Plan edged up modestly - up 4.0% during 2023, from $1M to $1M. Reported net income was $57K.

How have Richard I Goldberg, Md, P.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Richard I Goldberg, Md, P.a.'s sponsor-wide assets grew 22.4%, from $1M to $2M.

Which Profit Sharing plans are similar in size to Richard Ian Goldberg, Md, PA, Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is David W Gilbert & Associates Inc Profit Sharing Plan and Trust in TX ($1M, 5 participants).

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 591455161.