Profit Sharing · DOL Form 5500 · 2023

Yuma Primary Care, PLLC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
25th
Percentile by assets National rank
$196,267
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Yuma Primary Care, PLLC Profit Sharing Plan · Sponsored by Yuma Primary Care, PLLC · Arizona · Healthcare & Social Assistance

$1M in assets, 6 participants

Yuma Primary Care, PLLC's Yuma Primary Care, PLLC Profit Sharing Plan reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,756 in Healthcare & Social Assistance (17,684 peers)

Yuma Primary Care, PLLC multi-year trail

Yuma Primary Care, PLLC's plans moved +21.3% in assets from 2022 to 2024; this filing shows Yuma Primary Care, PLLC Profit Sharing Plan at $1M / 6 participants.

#3,756
in Healthcare & Social Assistance (17,684 peers)
+9.3%
assets growth YoY

Yuma Primary Care, PLLC Profit Sharing Plan among the smaller filed plans by assets

Yuma Primary Care, PLLC Profit Sharing Plan vs every filed plan by assets

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

$1,177,602 25th percentile higher than 25% 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

Yuma Primary Care, PLLC 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. Yuma Primary Care, PLLC Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yuma Primary Care, PLLC Profit Sharing Plan reported net income fell from $158K in the plan year 2022 filing to $100K in the plan year 2023 filing.
  • Yuma Primary Care, PLLC 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 841681064 · Yuma Primary Care, PLLC PY 2023 · Profit Sharing

Yuma Primary Care, PLLC Profit Sharing Plan · $1M · 6 · 25th

  • NET $1M
  • NET 6
  • NET 25th
  • NET Profit Sharing
  • NET near Ortiz & Associates, a,L.C. Profit Sharing Plan
  • NET ind #3756

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 Arizona →

Yuma Primary Care, PLLC Profit Sharing Plan in the asset neighbourhood

Yuma Primary Care, PLLC Profit Sharing PlanYuma Primary Care, PLLC Prof…$1MOrtiz & Associates, a,L.C. Profit Sharing PlanOrtiz & Associates, a,L.C. P…$1MEastside Jms, Inc. Retirement PlanEastside Jms, Inc. Retiremen…$1MMegesh, Inc. Retirement Plan$1MDick Robinson Media, Inc. Employees' Profit Sharing PlanDick Robinson Media, Inc. Em…$1M
End-of-year total assets ($M) among Yuma Primary Care, PLLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Yuma Primary Care, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Yuma Primary Care, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 21.253646154188715% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.08M $1.31M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M
2024 1 7 $1M

Yuma Primary Care, PLLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$100K
Employer EIN841681064
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Yuma Primary Care, PLLC Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Yuma Primary Care, PLLC Profit Sharing Plan, Total assets ($M): 1.177602 · Participants: 6Yuma Primary Care, PLLC Profit Sharing PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Yuma Primary Care, PLLC Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Yuma Primary Care, PLLC Profit Sharing Plan side-by-side with 3 peers →

Yuma Primary Care, PLLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Ortiz & Associates, a,L.C. Profit Sharing Plan in HI ($1M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Yuma Primary Care, PLLC Profit Sharing Plan assets move in 2023? ▼
Yuma Primary Care, PLLC Profit Sharing Plan grew at a solid clip - up 9.3% during 2023, from $1M to $1M. Reported net income was $100K.
How have Yuma Primary Care, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yuma Primary Care, PLLC's sponsor-wide assets grew 21.3%, from $1M to $1M.
Where does Yuma Primary Care, PLLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Yuma Primary Care, PLLC Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Yuma Primary Care, PLLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ortiz & Associates, a,L.C. Profit Sharing Plan in HI ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Yuma Primary Care, PLLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 841681064.

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.