401(k) · DOL Form 5500 · 2023

Bharat J. Shah Md Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
41st
Percentile by assets National rank
$413,335
Avg per participant High balance/head
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Official DOL plan name: Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan · Sponsored by Bharat J. Shah Md Inc. · Ohio · Healthcare & Social Assistance

$4M in assets, 10 participants

Bharat J. Shah Md Inc.'s Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,736 in Healthcare & Social Assistance (17,684 peers)

Bharat J. Shah Md Inc. multi-year trail

Bharat J. Shah Md Inc.'s plans moved -93.2% in assets from 2022 to 2024; this filing shows Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan at $4M / 10 participants.

#7,736
in Healthcare & Social Assistance (17,684 peers)
+22.7%
assets growth YoY

Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,133,346 41st percentile higher than 41% 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

Bharat J. Shah Md Inc. 401(k) 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. Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan reported net income rose from -$485K in the plan year 2022 filing to $766K in the plan year 2023 filing.
  • Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan reported participants fell from 12 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341528157 · Bharat J. Shah Md Inc. PY 2023 · 401(k)

Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan · $4M · 10 · 41st

  • EBSA $4M
  • PART 10
  • TYPE 41st
  • NET 401(k)
  • BOOK near 401(k) Profit Sharing Plan for Community Hope, Inc.
  • VS-ST ind #7736

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 Ohio →

Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bharat J. Shah Md Inc. 401(k) Profit Sharing PlanBharat J. Shah Md Inc. 401(k…$4M401(k) Profit Sharing Plan for Community Hope, Inc.401(k) Profit Sharing Plan f…$4MJoseph S. Donoho Insurance, Inc. 401(k) Employee Savings PlanJoseph S. Donoho Insurance, …$4MKascon, Inc. 401(k) Plan$4MHughes & Pizzuto Apc 401(k) Profit Sharing Plan & TrustHughes & Pizzuto Apc 401(k) …$4M
End-of-year total assets ($M) among Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bharat J. Shah Md Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bharat J. Shah Md Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$229K 93.1974176918988% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $3.37M $0.23M ▼ -93.2%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 10 $4M
2024 1 10 $229K

Bharat J. Shah Md Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$766K
Employer EIN341528157
Plan Effective Date1986-09-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004133346 · Participants: 10Bharat J. Shah Md Inc. 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Community Hope, Inc. in NJ ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan grew sharply - up 22.7% during 2023, from $3M to $4M. Reported net income was $766K.
How have Bharat J. Shah Md Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bharat J. Shah Md Inc.'s sponsor-wide assets declined 93.2%, from $3M to $229K.
Which 401(k) plans are similar in size to Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Community Hope, Inc. in NJ ($4M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Bharat J. Shah Md Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 341528157.

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.