401(k) · DOL Form 5500 · 2023

Theoria Medical PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
271
Participants Below avg headcount
35th
Percentile by assets National rank
$10,461
Avg per participant Low balance/head
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Official DOL plan name: Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust · Sponsored by Theoria Medical PLLC · Michigan · Healthcare & Social Assistance

$3M in assets, 271 participants

Theoria Medical PLLC's Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 271 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.

  • #6,290 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust covers 271 participants in Michigan, about 42% of the average Michigan filer (state average ~638 per filing). Assets: $3M.

#6,290
in Healthcare & Social Assistance (17,684 peers)
+50.0%
assets growth YoY

Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,835,009 35th percentile higher than 35% 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

Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust reported participants rose from 163 in the plan year 2022 filing to 271 in the plan year 2023 filing.
  • Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust reported net income rose from $683K in the plan year 2022 filing to $946K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 830826814 · Theoria Medical PLLC PY 2023 · 401(k)

Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust · $3M · 271 · 35th

  • VS-ST $3M
  • VS-ST 271
  • VS-ST 35th
  • VS-ST 401(k)
  • VS-ST near Metro Fab Pipe, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #6290

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 Michigan →

Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Theoria Medical PLLC 401(k) Profit Sharing Plan & TrustTheoria Medical PLLC 401(k) …$3MDominico Distributions Inc 401(k) Profit Sharing Plan & TrustDominico Distributions Inc 4…$3MMetro Fab Pipe, Inc. 401(k) Profit Sharing PlanMetro Fab Pipe, Inc. 401(k) …$3MCharles E. Larson & Sons, Inc. Employees' Retirement PlanCharles E. Larson & Sons, In…$3MAnimax Designs, Inc.$3M
End-of-year total assets ($M) among Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$946K
Employer EIN830826814
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Theoria Medical PLLC)

Sponsor-wide plan assets over time

All Theoria Medical PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 115.48813030780647% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.89M $4.07M ▲ +115.3%
Year Plans Participants Total Assets
2022 1 163 $2M
2023 1 271 $3M
2024 1 324 $4M

Nearby 401(k) Plans in Michigan

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

Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002835009 · Participants: 271Theoria Medical PLLC 401(k) Profit Sharing Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Metro Fab Pipe, Inc. 401(k) Profit Sharing Plan in NY ($3M); by covered participants it is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust surged - up 50.0% during 2023, from $2M to $3M. Reported net income was $946K.
How have Theoria Medical PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Theoria Medical PLLC's sponsor-wide assets grew 115.5%, from $2M to $4M.
Which 401(k) plans are similar in size to Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Metro Fab Pipe, Inc. 401(k) Profit Sharing Plan in NY ($3M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Theoria Medical PLLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants, $96M 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 830826814.

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.