Profit Sharing · DOL Form 5500 · 2023

Sarbpaul S. Bhalla, M.D., a Medical Corporation Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
1
Participants Small participant base
54th
Percentile by assets National rank
$8.1M
Avg per participant High balance/head
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Official DOL plan name: Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two · Sponsored by Sarbpaul S. Bhalla, M.D., a Medical Corporation · California · Healthcare & Social Assistance

$8M in assets, 1 participants

Sarbpaul S. Bhalla, M.D., a Medical Corporation's Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two reported $8M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,522 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two holds $8M for 1 participant - about $8.1M per participant, above the median plan by assets.

#10,522
in Healthcare & Social Assistance (17,684 peers)
+6.7%
assets growth YoY

Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two vs every filed plan by assets

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

$8,075,310 Top 46% higher than 54% 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

Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two reported net income rose from -$654K in the plan year 2022 filing to $510K in the plan year 2023 filing.
  • Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953917282 · Sarbpaul S. Bhalla, M.D., a Medical Corporation PY 2023 · Profit Sharing

Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two · $8M · 1 · 54th

  • 5500 $8M
  • 5500 1
  • 5500 54th
  • 5500 Profit Sharing
  • 5500 near Rivermead 403(b) Plan
  • 5500 ind #10522

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 California →

Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two in the asset neighbourhood

Moravian Manor, Inc. Profit Sharing PlanMoravian Manor, Inc. Profit …$8MSarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan TwoSarbpaul S. Bhalla, M.D., a …$8MRivermead 403(b) Plan$8MUniversidad Carlos Albizu Savings & Investment PlaUniversidad Carlos Albizu Sa…$8MOrleans Community Health Pension PlanOrleans Community Health Pen…$8M
End-of-year total assets ($M) among Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$510K
Employer EIN953917282
Plan Effective Date1995-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sarbpaul S. Bhalla, M.D., a Medical Corporation)

Sponsor-wide plan assets over time

All Sarbpaul S. Bhalla, M.D., a Medical Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 6.738489108928428% vs 2022
2023 filing year
$7.4M$7.6M$7.8M$8M$8.2M 20222023 $7.57M $8.08M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 2 $8M
2023 1 1 $8M

Nearby Profit Sharing Plans in California

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

Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two, Total assets ($B): 0.00807531 · Participants: 1Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan TwoIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two side-by-side with 3 peers →

Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Rivermead 403(b) Plan in NH ($8M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two assets move in 2023? ▼
Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two grew at a solid clip - up 6.7% during 2023, from $8M to $8M. Reported net income was $510K.
How have Sarbpaul S. Bhalla, M.D., a Medical Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sarbpaul S. Bhalla, M.D., a Medical Corporation's sponsor-wide assets grew 6.7%, from $8M to $8M.
Which Profit Sharing plans are similar in size to Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two? ▼
Among Profit Sharing plans in other states, the closest by assets is Rivermead 403(b) Plan in NH ($8M, 210 participants).
Which Profit Sharing plans cover a similar participant headcount to Sarbpaul S. Bhalla, M.D., a Medical Corporation Retirement Plan Two? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 953917282.

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.