Profit Sharing · DOL Form 5500 · 2023

Wm David Breedlove Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
30th
Percentile by assets National rank
$321,043
Avg per participant High balance/head
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Official DOL plan name: Wm David Breedlove Profit Sharing Plan · Sponsored by Wm David Breedlove · Georgia · Healthcare & Social Assistance

$2M in assets, 6 participants

Wm David Breedlove's Wm David Breedlove Profit Sharing Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,039 in Healthcare & Social Assistance (17,684 peers)

Wm David Breedlove multi-year trail

Wm David Breedlove's plans moved -99.6% in assets from 2022 to 2024; this filing shows Wm David Breedlove Profit Sharing Plan at $2M / 6 participants.

#5,039
in Healthcare & Social Assistance (17,684 peers)
+10.4%
assets growth YoY

Wm David Breedlove Profit Sharing Plan among the smaller filed plans by assets

Wm David Breedlove Profit Sharing Plan vs every filed plan by assets

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

$1,926,260 30th percentile higher than 30% 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

Wm David Breedlove 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. Wm David Breedlove Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wm David Breedlove Profit Sharing Plan reported net income rose from -$286K in the plan year 2022 filing to $182K in the plan year 2023 filing.
  • Wm David Breedlove Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581750123 · Wm David Breedlove PY 2023 · Profit Sharing

Wm David Breedlove Profit Sharing Plan · $2M · 6 · 30th

  • ASSETS $2M
  • PCT 6
  • EIN 30th
  • RANK Profit Sharing
  • PHOTO near Dees-Hennessey, Inc. Profit Sharing Plan and Trust
  • IND ind #5039

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 Georgia →

Wm David Breedlove Profit Sharing Plan in the asset neighbourhood

Wm David Breedlove Profit Sharing PlanWm David Breedlove Profit Sh…$2MDees-Hennessey, Inc. Profit Sharing Plan and TrustDees-Hennessey, Inc. Profit …$2MJoseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.Joseph Tseng Self-Employed P…$2MMitchell Broder, Cpa Profit Sharing PlanMitchell Broder, Cpa Profit …$2MParagon Consulting Group Inc Profit Sharing PlanParagon Consulting Group Inc…$2M
End-of-year total assets ($M) among Wm David Breedlove Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Wm David Breedlove multi-year asset trail

Sponsor-wide plan assets over time

All Wm David Breedlove plans reported in each filing year

Latest sponsor-wide plan assets
$8K 99.56521041385824% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $1.74M $0.01M ▼ -99.4%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 6 $8K

Wm David Breedlove filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$182K
Employer EIN581750123
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

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

Wm David Breedlove Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Wm David Breedlove Profit Sharing Plan, Total assets ($B): 0.00192626 · Participants: 6Wm David Breedlove Profit Sharing PlanEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Wm David Breedlove Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Wm David Breedlove Profit Sharing Plan side-by-side with 3 peers →

Wm David Breedlove Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Dees-Hennessey, Inc. Profit Sharing Plan and Trust in CA ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Wm David Breedlove Profit Sharing Plan assets move in 2023? ▼
Wm David Breedlove Profit Sharing Plan grew at a solid clip - up 10.4% during 2023, from $2M to $2M. Reported net income was $182K.
How have Wm David Breedlove plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wm David Breedlove's sponsor-wide assets declined 99.6%, from $2M to $8K.
Which Profit Sharing plans are similar in size to Wm David Breedlove Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dees-Hennessey, Inc. Profit Sharing Plan and Trust in CA ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Wm David Breedlove Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 581750123.

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.