Profit Sharing · DOL Form 5500 · 2023
Keith a. Mobilia, D.P.M., P.C. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $294,338
- Avg per participant High balance/head
Official DOL plan name: Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing · Sponsored by Keith a. Mobilia, D.P.M., P.C. · New York · Healthcare & Social Assistance
$2M in assets, 7 participants
Keith a. Mobilia, D.P.M., P.C.'s Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,210 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing holds $2M for 7 participants - about $294,338 per participant, in the lower half of filed plans by assets.
- #5,210
- in Healthcare & Social Assistance (17,684 peers)
- -4.3%
- assets change YoY
The plan reported a net loss of $93K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing among the smaller filed plans by assets
Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,060,368 31st percentile higher than 31% 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
Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing reported net income rose from -$626K in the plan year 2022 filing to -$93K in the plan year 2023 filing.
- Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 264137371 · Keith a. Mobilia, D.P.M., P.C. PY 2023 · Profit Sharing
Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing · $2M · 7 · 31st
- 5500 $2M
- 5500 7
- 5500 31st
- 5500 Profit Sharing
- 5500 near Gpr Orthopedics, P.S.C. Retirement Plan
- 5500 ind #5210
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 New York →
Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$93K |
| Employer EIN | 264137371 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Keith a. Mobilia, D.P.M., P.C.)
Sponsor-wide plan assets over time
All Keith a. Mobilia, D.P.M., P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 0.7638853085151892% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 7 | $2M |
| 2024 | 1 | 7 | $2M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Gpr Orthopedics, P.S.C. Retirement Plan in PR ($2M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Gpr Orthopedics, P.S.C. Retirement Plan (PR) $2M · 4
- Amato's Profit Sharing Plan (ME) $2M · 113
- Metro Car-O-Liner, Inc. Profit Sharing Plan (NJ) $2M · 14
- William W Craig (NV) $2M · 2
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); 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.