Profit Sharing · DOL Form 5500 · 2023

Steven J. Levine, M.D. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 4
Participants Small participant base: 32nd
Percentile by assets National rank: $565,685
Avg per participant High balance/head

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Official DOL plan name: Steven J. Levine, M.D. Profit Sharing Plan · Sponsored by Steven J. Levine, M.D. · California · Healthcare & Social Assistance

$2M in assets, 4 participants

Steven J. Levine, M.D.'s Steven J. Levine, M.D. Profit Sharing Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

#5,511 in Healthcare & Social Assistance (17,684 peers)

Steven J. Levine, M.D. multi-year trail

Steven J. Levine, M.D.'s plans moved +12.9% in assets from 2023 to 2024; this filing shows Steven J. Levine, M.D. Profit Sharing Plan at $2M / 4 participants.

#5,511
in Healthcare & Social Assistance (17,684 peers): +10.2%
assets growth YoY

Steven J. Levine, M.D. Profit Sharing Plan among the smaller filed plans by assets

Steven J. Levine, M.D. Profit Sharing Plan vs every filed plan by assets

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

$2,262,740 32nd percentile higher than 32% 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

Steven J. Levine, 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. Steven J. Levine, M.D. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 921175965 · Steven J. Levine, M.D. PY 2023 · Profit Sharing

Steven J. Levine, M.D. Profit Sharing Plan · $2M · 4 · 32nd

VS-ST $2M
VS-ST 4
VS-ST 32nd
VS-ST Profit Sharing
VS-ST near Michael D. Detmer, M.D., Ltd. Profit Sharing Plan and Trust
VS-ST ind #5511

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 →

End-of-year total assets ($M) among Steven J. Levine, M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Steven J. Levine, M.D. multi-year asset trail

Latest sponsor-wide plan assets: $3M 12.915270866294845% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	4	$2M
2024	1	4	$3M

Steven J. Levine, M.D. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$209K
Employer EIN	921175965
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in California

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

Steven J. Levine, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Intel Retirement Contribution Plan $7.2B · 21,513
Scpmg Keogh Plan $6.8B · 10,125
Motion Picture Industry Individual Account Plan $5.9B · 71,071
Memorialcare Retirement Plan $1.3B · 4,728
Disney Retirement Savings Plan $1.1B · 37,110

Compare Steven J. Levine, M.D. Profit Sharing Plan side-by-side with 3 peers →

Steven J. Levine, M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Michael D. Detmer, M.D., Ltd. Profit Sharing Plan and Trust in NV ($2M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Michael D. Detmer, M.D., Ltd. Profit Sharing Plan and Trust (NV) $2M · 1
Martin Cement Company 401(k) and Profit Sharing Trust (IL) $2M · 9
Haley's Pond Manufacturing, Inc. Profit Sharing Plan (NH) $2M · 1
Saratoga Homes Profit Sharing Plan & Trust (TX) $2M · 95

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
Nomax Inc. Retirement Plan (LA) 4 · 0 off
Unit Design Inc Ps (LA) 4 · 0 off

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 Steven J. Levine, M.D. Profit Sharing Plan assets move in 2023? ▼

Steven J. Levine, M.D. Profit Sharing Plan grew at a solid clip - up 10.2% during 2023, from $2M to $2M. Reported net income was $209K.

How have Steven J. Levine, M.D. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Steven J. Levine, M.D.'s sponsor-wide assets grew 12.9%, from $2M to $3M.

Which Profit Sharing plans are similar in size to Steven J. Levine, M.D. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Michael D. Detmer, M.D., Ltd. Profit Sharing Plan and Trust in NV ($2M, 1 participant).

Which Profit Sharing plans cover a similar participant headcount to Steven J. Levine, M.D. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 921175965.