Profit Sharing · DOL Form 5500 · 2023

Paul D. Orr, M.D. Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
35th
Percentile by assets National rank
$977,420
Avg per participant High balance/head
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Official DOL plan name: Paul D. Orr, M.D. Inc. Profit Sharing Plan · Sponsored by Paul D. Orr, M.D. Inc. · California · Healthcare & Social Assistance

$3M in assets, 3 participants

Paul D. Orr, M.D. Inc.'s Paul D. Orr, M.D. Inc. Profit Sharing Plan reported $3M in total assets and 3 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.

  • #6,411 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Paul D. Orr, M.D. Inc. Profit Sharing Plan holds $3M for 3 participants - about $977,420 per participant, in the lower half of filed plans by assets.

#6,411
in Healthcare & Social Assistance (17,684 peers)
-2.0%
assets change YoY

The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Paul D. Orr, M.D. Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Paul D. Orr, M.D. Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,932,259 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

Paul D. Orr, M.D. Inc. 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. Paul D. Orr, M.D. Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paul D. Orr, M.D. Inc. Profit Sharing Plan reported net income rose from -$465K in the plan year 2022 filing to -$60K in the plan year 2023 filing.
  • Paul D. Orr, M.D. Inc. Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952827958 · Paul D. Orr, M.D. Inc. PY 2023 · Profit Sharing

Paul D. Orr, M.D. Inc. Profit Sharing Plan · $3M · 3 · 35th

  • EIN $3M
  • EIN 3
  • EIN 35th
  • EIN Profit Sharing
  • EIN near The Bensinger Group, Inc. Profit Sharing Plan
  • EIN ind #6411

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 →

Paul D. Orr, M.D. Inc. Profit Sharing Plan in the asset neighbourhood

Paul D. Orr, M.D. Inc. Profit Sharing PlanPaul D. Orr, M.D. Inc. Profi…$3MThe Bensinger Group, Inc. Profit Sharing PlanThe Bensinger Group, Inc. Pr…$3MJohn Hansen Real Estate Investment Profit SharingJohn Hansen Real Estate Inve…$3MAlexander Corder and Shelly PC Profit Sharing PlanAlexander Corder and Shelly …$3MJojon Petroleum Company Profit Sharing PlanJojon Petroleum Company Prof…$3M
End-of-year total assets ($M) among Paul D. Orr, M.D. Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$60K
Employer EIN952827958
Plan Effective Date1973-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Paul D. Orr, M.D. Inc.)

Sponsor-wide plan assets over time

All Paul D. Orr, M.D. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 0.8531225689515514% vs 2022
2024 filing year
$2.92M$2.94M$2.96M$2.98M$3M 202220232024 $2.99M $2.97M ▼ -0.7%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $3M

Nearby Profit Sharing Plans in California

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

Paul D. Orr, M.D. Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Paul D. Orr, M.D. Inc. Profit Sharing Plan, Total assets ($B): 0.002932259 · Participants: 3Paul D. Orr, M.D. Inc. Profit Sharing PlanIntel 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
Paul D. Orr, M.D. Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Paul D. Orr, M.D. Inc. Profit Sharing Plan side-by-side with 3 peers →

Paul D. Orr, M.D. Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is The Bensinger Group, Inc. Profit Sharing Plan in ID ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Paul D. Orr, M.D. Inc. Profit Sharing Plan assets move in 2023? ▼
Paul D. Orr, M.D. Inc. Profit Sharing Plan edged down modestly - down 2.0% during 2023, from $3M to $3M. Reported net income was -$60K.
How have Paul D. Orr, M.D. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul D. Orr, M.D. Inc.'s sponsor-wide assets declined 0.9%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Paul D. Orr, M.D. Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Bensinger Group, Inc. Profit Sharing Plan in ID ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Paul D. Orr, M.D. Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 952827958.

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.