Profit Sharing · DOL Form 5500 · 2023
Kirby Whitten Pharmacy, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $2.4M
- Avg per participant High balance/head
Official DOL plan name: Kirby Whitten Pharmacy, Inc.- Retirement Plan · Sponsored by Kirby Whitten Pharmacy, Inc. · Tennessee · Retail Trade
$7M in assets, 3 participants
Kirby Whitten Pharmacy, Inc.'s Kirby Whitten Pharmacy, Inc.- Retirement Plan reported $7M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #5,184 in Retail Trade (8,414 peers)
Kirby Whitten Pharmacy, Inc. multi-year trail
Kirby Whitten Pharmacy, Inc.'s plans moved +99.1% in assets from 2022 to 2024; this filing shows Kirby Whitten Pharmacy, Inc.- Retirement Plan at $7M / 3 participants.
- #5,184
- in Retail Trade (8,414 peers)
- +53.8%
- assets growth YoY
Kirby Whitten Pharmacy, Inc.- Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Kirby Whitten Pharmacy, Inc.- Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,165,733 Top 49% higher than 51% 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
Kirby Whitten Pharmacy, Inc.- Retirement 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. Kirby Whitten Pharmacy, Inc.- Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kirby Whitten Pharmacy, Inc.- Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Kirby Whitten Pharmacy, Inc.- Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Kirby Whitten Pharmacy, Inc.- Retirement Plan reported net income fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 823340899 · Kirby Whitten Pharmacy, Inc. PY 2023 · Profit Sharing
Kirby Whitten Pharmacy, Inc.- Retirement Plan · $7M · 3 · 51st
- BOY $7M
- SCH 3
- EBSA 51st
- PART Profit Sharing
- TYPE near Lynn Community Health Center Retirement Plan
- NET ind #5184
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 Retail Trade retirement plans → · Plans in Tennessee →
Kirby Whitten Pharmacy, Inc.- Retirement Plan in the asset neighbourhood
Kirby Whitten Pharmacy, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Kirby Whitten Pharmacy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 99.09699123713189% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $5M |
| 2023 | 1 | 3 | $7M |
| 2024 | 1 | 5 | $9M |
Kirby Whitten Pharmacy, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $3M |
| Employer EIN | 823340899 |
| Plan Effective Date | 2017-11-07 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ballad Health 401(a) Plan $478M · 5,420
- Shreveport Electrical Industry Profit Sharing Plan $88M · 494
- New Orleans Electrical Annuity Plan $77M · 1,475
- Ulps Employee Savings Plan $67M · 237
- Gerber/Taylor Capital Advisors Profit Sharing Plan $46M · 40
Kirby Whitten Pharmacy, Inc.- Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is Lynn Community Health Center Retirement Plan in MA ($7M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.