Profit Sharing · DOL Form 5500 · 2023
Simon a Levit Md Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 35th
- Percentile by assets National rank
Official DOL plan name: Simon a Levit Md Profit Sharing Plan · Sponsored by Simon a Levit Md · Oklahoma · Healthcare & Social Assistance
$3M in assets, N/A participants
Simon a Levit Md's Simon a Levit Md Profit Sharing Plan reported $3M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,317 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Simon a Levit Md Profit Sharing Plan holds $3M for N/A participants, in the lower half of filed plans by assets.
- #6,317
- in Healthcare & Social Assistance (17,684 peers)
- +5.3%
- assets growth YoY
Simon a Levit Md Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Simon a Levit Md Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,858,563 35th percentile higher than 35% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Simon a Levit Md Profit Sharing Plan reported net income rose from -$644K in the plan year 2022 filing to $145K in the plan year 2023 filing.
- Simon a Levit Md Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 731187729 · Simon a Levit Md PY 2023 · Profit Sharing
Simon a Levit Md Profit Sharing Plan · $3M · N/A · 35th
- VS-ST $3M
- VS-ST N/A
- VS-ST 35th
- VS-ST Profit Sharing
- VS-ST near El Cajon Grading & Engineering, Inc Profit Sharing Plan
- VS-ST ind #6317
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 Oklahoma →
Simon a Levit Md Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $145K |
| Employer EIN | 731187729 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Simon a Levit Md)
Sponsor-wide plan assets over time
All Simon a Levit Md plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 4.0464468389322095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $3M |
| 2023 | 1 | N/A | $3M |
| 2024 | 1 | 1 | $3M |
Nearby Profit Sharing Plans in Oklahoma
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dolese Bros. Co. Profit Sharing Plan $121M · 992
- Family & Children's Services 403(b) Plan $37M · 989
- Eskridge Auto Group Profit Sharing Plan $27M · 141
- Veenker Resources, Inc. Profit Sharing Plan $21M · 11
- Messer-Bowers Profit Sharing Plan $9M · 40
Simon a Levit Md Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets
Outside Oklahoma, the nearest Profit Sharing by end-of-year assets is El Cajon Grading & Engineering, Inc Profit Sharing Plan in CA at $3M (this filing: $3M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.