Profit Sharing · DOL Form 5500 · 2023
Dr Richard L Catterlin Do Inc Profit Sharing Plan
Data updated 2026-08-25
- $856K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $427,917
- Avg per participant High balance/head
Official DOL plan name: Dr Richard Catterlin Do Inc Employees Profit Sharing Plan · Sponsored by Dr Richard L Catterlin Do Inc · Ohio · Healthcare & Social Assistance
$856K in assets, 2 participants
Dr Richard L Catterlin Do Inc's Dr Richard Catterlin Do Inc Employees Profit Sharing Plan reported $856K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,168 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Dr Richard Catterlin Do Inc Employees Profit Sharing Plan holds $856K for 2 participants - about $427,917 per participant, among the smaller plans by assets on file.
- #3,168
- in Healthcare & Social Assistance (17,684 peers)
- -3.7%
- assets change YoY
The plan reported a net loss of $33K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dr Richard Catterlin Do Inc Employees Profit Sharing Plan among the smaller filed plans by assets
Dr Richard Catterlin Do Inc Employees Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$855,833 22nd percentile higher than 22% 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
Dr Richard Catterlin Do Inc Employees 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. Dr Richard Catterlin Do Inc Employees Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dr Richard Catterlin Do Inc Employees Profit Sharing Plan reported net income fell from -$21K in the plan year 2022 filing to -$33K in the plan year 2023 filing.
- Dr Richard Catterlin Do Inc Employees Profit Sharing Plan end-of-year assets fell from $889K in the plan year 2022 filing to $856K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 341324889 · Dr Richard L Catterlin Do Inc PY 2023 · Profit Sharing
Dr Richard Catterlin Do Inc Employees Profit Sharing Plan · $856K · 2 · 22nd
- BOY $856K
- BOY 2
- BOY 22nd
- BOY Profit Sharing
- BOY near G6 Provisions 401(k) Trust
- BOY ind #3168
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 Ohio →
Dr Richard Catterlin Do Inc Employees Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $889K |
|---|---|
| Net Assets (End of Year) | $856K |
| Net Income | -$33K |
| Employer EIN | 341324889 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dr Richard L Catterlin Do Inc)
Sponsor-wide plan assets over time
All Dr Richard L Catterlin Do Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $834K 6.168134734549856% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $889K |
| 2023 | 1 | 2 | $856K |
| 2024 | 1 | 2 | $834K |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Dr Richard Catterlin Do Inc Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is G6 Provisions 401(k) Trust in NJ ($856K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($856K here).
- G6 Provisions 401(k) Trust (NJ) $856K · 1
- Murphy Connected Enterprises Inc. Retirement Plan (TX) $856K · 11
- Dr. Edwin I. Lugo Lugo Retirement Plan (PR) $856K · 1
- Alliance Healthcare Services, Inc. Employer (TN) $855K · 111
Similar participant headcount
Nearest other-state filings by covered participants (2 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.