Profit Sharing · DOL Form 5500 · 2023

Raj K. Bhatia, M.D., Inc. Employees Profit-Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$26K
Total assets Small plan by assets
4
Participants Small participant base
2nd
Percentile by assets National rank
$6,455
Avg per participant Low balance/head
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Official DOL plan name: Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan · Sponsored by Raj K. Bhatia, M.D., Inc. Employees Profit-Sharing Plan · Ohio · Healthcare & Social Assistance

$26K in assets, 4 participants

Raj K. Bhatia, M.D., Inc. Employees Profit-Sharing Plan's Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan reported $26K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

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

2023 asset change

Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan contracted severely 92.6% in 2023 ($347K → $26K) for 4 participants.

#300
in Healthcare & Social Assistance (17,684 peers)
-92.6%
assets change YoY

The plan reported a net loss of $322K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan among the smaller filed plans by assets

Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan vs every filed plan by assets

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

$25,820 2nd percentile higher than 2% 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

Raj K. Bhatia M.D. Inc. Employees 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. Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan reported net income fell from -$43K in the plan year 2022 filing to -$322K in the plan year 2023 filing.
  • Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan end-of-year assets fell from $347K in the plan year 2022 filing to $26K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341300759 · Raj K. Bhatia, M.D., Inc. Employees Profit-Sharing Plan PY 2023 · Profit Sharing

Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan · $26K · 4 · 2nd

  • BOY $26K
  • BOY 4
  • BOY 2nd
  • BOY Profit Sharing
  • BOY near Javo Retirement Plan
  • BOY ind #300

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 →

Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan in the asset neighbourhood

Raj K. Bhatia M.D. Inc. Employees Profit Sharing PlanRaj K. Bhatia M.D. Inc. Empl…$26KJavo Retirement Plan$26KPositively Inspiring Enterprises Inc. Retirement PlanPositively Inspiring Enterpr…$26KEpitome Inspection Group, Inc. Retirement PlanEpitome Inspection Group, In…$26KMj Services, Inc. Profit Sharing Plan & TrustMj Services, Inc. Profit Sha…$26K
End-of-year total assets ($M) among Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Raj K. Bhatia, M.D., Inc. Employees Profit-Sharing Plan years around the 2023 move

Sponsor-wide plan assets over time

All Raj K. Bhatia, M.D., Inc. Employees Profit-Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.35M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $347K
2023 1 4 $26K
2024 1 N/A N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$347K
Net Assets (End of Year)$26K
Net Income-$322K
Employer EIN341300759
Plan Effective Date1980-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan, Total assets ($B): 0.00002582 · Participants: 4Raj K. Bhatia M.D. Inc. Employees Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan side-by-side with 3 peers →

Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Javo Retirement Plan in PR ($26K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan assets move in 2023? ▼
Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan contracted severely - down 92.6% during 2023, from $347K to $26K. Reported net income was -$322K.
Where does Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Javo Retirement Plan in PR ($26K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Raj K. Bhatia M.D. Inc. Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 341300759.

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.