Profit Sharing · DOL Form 5500 · 2023

Glen S Lovelace Md PA Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
37th
Percentile by assets National rank
$305,647
Avg per participant High balance/head
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Official DOL plan name: Glen S Locelace Md PA · Sponsored by Glen S Lovelace Md PA · Idaho · Healthcare & Social Assistance

$3M in assets, 11 participants

Glen S Lovelace Md PA's Glen S Locelace Md PA reported $3M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,902 in Healthcare & Social Assistance (17,684 peers)

Glen S Lovelace Md PA multi-year trail

Glen S Lovelace Md PA's plans moved +20.6% in assets from 2022 to 2024; this filing shows Glen S Locelace Md PA at $3M / 11 participants.

#6,902
in Healthcare & Social Assistance (17,684 peers)
+32.2%
assets growth YoY

Glen S Locelace Md PA's mid-pack asset rank among Healthcare & Social Assistance and all filers

Glen S Locelace Md PA vs every filed plan by assets

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

$3,362,120 37th percentile higher than 37% 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

Glen S Locelace Md PA among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Glen S Locelace Md PA is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Glen S Locelace Md PA reported net income rose from -$506K in the plan year 2022 filing to $820K in the plan year 2023 filing.
  • Glen S Locelace Md PA end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Glen S Locelace Md PA reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 820491054 · Glen S Lovelace Md PA PY 2023 · Profit Sharing

Glen S Locelace Md PA · $3M · 11 · 37th

  • EOY $3M
  • 5500 11
  • ASSETS 37th
  • PCT Profit Sharing
  • EIN near De La Cruz Miranda Orthopedics Services Psc Profit Sharing Plan
  • RANK ind #6902

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 Idaho →

Glen S Locelace Md PA in the asset neighbourhood

Glen S Locelace Md PA$3MDe La Cruz Miranda Orthopedics Services Psc Profit Sharing PlanDe La Cruz Miranda Orthopedi…$3MConfidence Plumbing Company Profit Sharing PlanConfidence Plumbing Company …$3MLake Vue Electric, Inc. Employees Profit Sharing PlanLake Vue Electric, Inc. Empl…$3MCollier Hardware Profit Sharing PlanCollier Hardware Profit Shar…$3M
End-of-year total assets ($M) among Glen S Locelace Md PA and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Glen S Lovelace Md PA multi-year asset trail

Sponsor-wide plan assets over time

All Glen S Lovelace Md PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.58106094811678% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.54M $3.07M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 11 $3M
2024 1 12 $3M

Glen S Lovelace Md PA filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$820K
Employer EIN820491054
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Idaho

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

Glen S Locelace Md PA vs. nearby Profit Sharing plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants Glen S Locelace Md PA, Total assets ($M): 3.36212 · Participants: 11Glen S Locelace Md PASt. Luke's Health System Performance Incentive and 401(a) Matching Plan, Total assets ($M): 671.847604 · Participants: 16714St. Luke's Health System Performance Incentive and 401(a) Matching PlanDykman Electrical, Inc. Profit Sharing Plan, Total assets ($M): 24.164426 · Participants: 87Dykman Electrical, Inc. Profit Sharing PlanP1fcu 401(k) Plan and Trust, Total assets ($M): 23.72147 · Participants: 379P1fcu 401(k) Plan and TrustThe Bank of Commerce Profit Sharing Plan, Total assets ($M): 22.002203 · Participants: 144The Bank of Commerce Profit Sharing PlanSt. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan, Total assets ($M): 18.657931 · Participants: 419St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan
Glen S Locelace Md PA vs. nearby Profit Sharing plans in Idaho, assets vs. participants

Glen S Locelace Md PA's out-of-state Profit Sharing peers by assets and headcount

Outside Idaho, the nearest Profit Sharing by assets is De La Cruz Miranda Orthopedics Services Psc Profit Sharing Plan in PR ($3M); by covered participants it is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

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 Glen S Locelace Md PA assets move in 2023?
Glen S Locelace Md PA surged - up 32.2% during 2023, from $3M to $3M. Reported net income was $820K.
How have Glen S Lovelace Md PA plan assets changed over time?
Across 3 plan years on file (2022-2024), Glen S Lovelace Md PA's sponsor-wide assets grew 20.6%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Glen S Locelace Md PA?
Among Profit Sharing plans in other states, the closest by assets is De La Cruz Miranda Orthopedics Services Psc Profit Sharing Plan in PR ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Glen S Locelace Md PA?
Among Profit Sharing plans in other states, the closest by covered participants is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants, N/A in assets).