Profit Sharing · DOL Form 5500 · 2023

Shahriar Safavi, M.D.M P.a. Profit Sharing Plan

Data updated 2026-08-25

$348K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$348,177
Avg per participant High balance/head
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Official DOL plan name: Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust · Sponsored by Shahriar Safavi, M.D.M P.a. · California · Healthcare & Social Assistance

$348K in assets, 1 participants

Shahriar Safavi, M.D.M P.a.'s Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust reported $348K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,864 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust holds $348K for 1 participant - about $348,177 per participant, among the smaller plans by assets on file.

#1,864
in Healthcare & Social Assistance (17,684 peers)
+7.3%
assets growth YoY

Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust among the smaller filed plans by assets

Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust vs every filed plan by assets

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

$348,177 15th percentile higher than 15% 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

Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust reported net income rose from -$19K in the plan year 2022 filing to $24K in the plan year 2023 filing.
  • Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust end-of-year assets rose from $324K in the plan year 2022 filing to $348K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751682188 · Shahriar Safavi, M.D.M P.a. PY 2023 · Profit Sharing

Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust · $348K · 1 · 15th

  • BOY $348K
  • SCH 1
  • EBSA 15th
  • PART Profit Sharing
  • TYPE near Red Dog Ranch Ventures Inc. Retirement Plan
  • NET ind #1864

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 California →

Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust in the asset neighbourhood

Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & TrustShahriar Safavi, M. D. , P. …$348KRed Dog Ranch Ventures Inc. Retirement PlanRed Dog Ranch Ventures Inc. …$348KDibs Co. Retirement Plan$348KMagjak Van Inc. Retirement PlanMagjak Van Inc. Retirement P…$348K5 Dog Ranch, Inc. Retirement Plan5 Dog Ranch, Inc. Retirement…$348K
End-of-year total assets ($M) among Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$324K
Net Assets (End of Year)$348K
Net Income$24K
Employer EIN751682188
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shahriar Safavi, M.D.M P.a.)

Sponsor-wide plan assets over time

All Shahriar Safavi, M.D.M P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$348K 7.306707266333609% vs 2022
2023 filing year
$0.31M$0.32M$0.33M$0.34M$0.35M$0.36M 20222023 $0.32M $0.35M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 1 $324K
2023 1 1 $348K

Nearby Profit Sharing Plans in California

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

Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust, Total assets ($B): 0.000348177 · Participants: 1Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & TrustIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust side-by-side with 3 peers →

Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Red Dog Ranch Ventures Inc. Retirement Plan in TX ($348K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($348K here).

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 Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust assets move in 2023? ▼
Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust grew at a solid clip - up 7.3% during 2023, from $324K to $348K. Reported net income was $24K.
How have Shahriar Safavi, M.D.M P.a. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Shahriar Safavi, M.D.M P.a.'s sponsor-wide assets grew 7.3%, from $324K to $348K.
Where does Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Red Dog Ranch Ventures Inc. Retirement Plan in TX ($348K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Shahriar Safavi, M. D. , P. a. Employee's Profit Sharing Plan & Trust? ▼
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 751682188.

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.