Profit Sharing · DOL Form 5500 · 2023

Kevin O'brien, M.D. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Kevin O'brien, M.D. Profit Sharing Plan · Sponsored by Kevin O'brien, M.D. · Alabama · Healthcare & Social Assistance

$2M in assets, 2 participants

Kevin O'brien, M.D.'s Kevin O'brien, M.D. Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,691 in Healthcare & Social Assistance (17,684 peers)

Kevin O'brien, M.D. multi-year trail

Kevin O'brien, M.D.'s plans moved +33.2% in assets from 2022 to 2024; this filing shows Kevin O'brien, M.D. Profit Sharing Plan at $2M / 2 participants.

#5,691
in Healthcare & Social Assistance (17,684 peers)
+16.2%
assets growth YoY

Kevin O'brien, M.D. Profit Sharing Plan among the smaller filed plans by assets

Kevin O'brien, M.D. Profit Sharing Plan vs every filed plan by assets

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

$2,384,914 33rd percentile higher than 33% 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

Kevin O'brien, 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. Kevin O'brien, M.D. 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

  • Kevin O'brien, M.D. Profit Sharing Plan reported net income rose from -$228K in the plan year 2022 filing to $332K in the plan year 2023 filing.
  • Kevin O'brien, M.D. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 631117324 · Kevin O'brien, M.D. PY 2023 · Profit Sharing

Kevin O'brien, M.D. Profit Sharing Plan · $2M · 2 · 33rd

  • BOOK $2M
  • VS-ST 2
  • BOY 33rd
  • SCH Profit Sharing
  • EBSA near Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan
  • PART ind #5691

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 Alabama →

Kevin O'brien, M.D. Profit Sharing Plan in the asset neighbourhood

Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret PlanCorp De Servicios Medico Pri…$2MC. Stutts De Antonetti Retirement PlanC. Stutts De Antonetti Retir…$2MKevin O'brien, M.D. Profit Sharing PlanKevin O'brien, M.D. Profit S…$2MKleinman, Guerra & Co P.C. Profit Sharing PlanKleinman, Guerra & Co P.C. P…$2MWillamette Family, Inc. 403b Retirement PlanWillamette Family, Inc. 403b…$2M
End-of-year total assets ($M) among Kevin O'brien, M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kevin O'brien, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Kevin O'brien, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.15976146860506% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.05M $2.73M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $3M

Kevin O'brien, M.D. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$332K
Employer EIN631117324
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Kevin O'brien, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 01020304050 Total assets ($M) Participants Kevin O'brien, M.D. Profit Sharing Plan, Total assets ($M): 2.384914 · Participants: 2Kevin O'brien, M.D. Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Kevin O'brien, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Kevin O'brien, M.D. Profit Sharing Plan side-by-side with 3 peers →

Kevin O'brien, M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan in PR ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Kevin O'brien, M.D. Profit Sharing Plan assets move in 2023? ▼
Kevin O'brien, M.D. Profit Sharing Plan grew sharply - up 16.2% during 2023, from $2M to $2M. Reported net income was $332K.
How have Kevin O'brien, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kevin O'brien, M.D.'s sponsor-wide assets grew 33.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Kevin O'brien, M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan in PR ($2M, 269 participants).
Which Profit Sharing plans cover a similar participant headcount to Kevin O'brien, M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 631117324.

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.