Profit Sharing · DOL Form 5500 · 2023

Advanced Heart Care Associates Profit Sharing Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
1
Participants Small participant base
82nd
Percentile by assets National rank
$36.4M
Avg per participant High balance/head
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Official DOL plan name: Marina Plon, M.D. Profit Sharing Plan & Trust · Sponsored by Advanced Heart Care Associates · Nevada · Healthcare & Social Assistance

$36M in assets, 1 participants

Advanced Heart Care Associates's Marina Plon, M.D. Profit Sharing Plan & Trust reported $36M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,959 in Healthcare & Social Assistance (17,684 peers)

Where Marina Plon, M.D. Profit Sharing Plan & Trust sits by assets

Marina Plon, M.D. Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $36M for 1 participant (~$36.4M/participant), up 1.5% in 2023.

#14,959
in Healthcare & Social Assistance (17,684 peers)
+1.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Marina Plon, M.D. Profit Sharing Plan & Trust's outsized position by total assets

Marina Plon, M.D. Profit Sharing Plan & Trust vs every filed plan by assets

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

$36,427,545 Top 18% higher than 82% 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

Marina Plon, M.D. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marina Plon, M.D. Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marina Plon, M.D. Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $532K in the plan year 2023 filing.
  • Marina Plon, M.D. Profit Sharing Plan & Trust end-of-year assets rose from $36M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 880217735 · Advanced Heart Care Associates PY 2023 · Profit Sharing

Marina Plon, M.D. Profit Sharing Plan & Trust · $36M · 1 · 82nd

  • EBSA $36M
  • EBSA 1
  • EBSA 82nd
  • EBSA Profit Sharing
  • EBSA near Lewis Rice Kansas City Savings Plan
  • EBSA ind #14959

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 Nevada →

Marina Plon, M.D. Profit Sharing Plan & Trust in the asset neighbourhood

Haleon Puerto Rico 401(k) PlanHaleon Puerto Rico 401(k) Pl…$37MEah, Inc. Retirement Plan$37MLewis Rice Kansas City Savings PlanLewis Rice Kansas City Savin…$37MMarina Plon, M.D. Profit Sharing Plan & TrustMarina Plon, M.D. Profit Sha…$36MLaborers Local 785 Defined Contribution PlanLaborers Local 785 Defined C…$36M
End-of-year total assets ($M) among Marina Plon, M.D. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$36M
Net Income$532K
Employer EIN880217735
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Heart Care Associates)

Sponsor-wide plan assets over time

All Advanced Heart Care Associates plans reported in each filing year

Latest sponsor-wide plan assets
$36M 1.4809952816932326% vs 2022
2023 filing year
$35.8M$36M$36.2M$36.4M$36.6M 20222023 $35.9M $36.4M ▲ +1.5%
Year Plans Participants Total Assets
2022 1 1 $36M
2023 1 1 $36M

Nearby Profit Sharing Plans in Nevada

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

Marina Plon, M.D. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Nevada, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0200400600 Total assets ($M) Participants Marina Plon, M.D. Profit Sharing Plan & Trust, Total assets ($M): 36.427545 · Participants: 1Marina Plon, M.D. Profit Sharing Plan & TrustI.B.E.W. Local Union No 357 Pension Trust Fund, Plan B, Total assets ($M): 481.18297 · Participants: 4139I.B.E.W. Local Union No 357 Pension Trust Fund, Plan BCement Masons and Plasterers Joint Pension Plan, Total assets ($M): 86.302484 · Participants: 677Cement Masons and Plasterers Joint Pension PlanBricklayers & Allied Craftworkers Local 13 Defined Contribution Pension Plan, Total assets ($M): 28.344033 · Participants: 855Bricklayers & Allied Craftworkers Local 13 Defined Contribution Pension PlanConstruction Industry and Laborers Defined Contribution Pension Plan, Total assets ($M): 26.118827 · Participants: 2713Construction Industry and Laborers Defined Contribution Pension PlanJames E. Nave, D. V. M. , Tropicana Veterinary Clinic, Ltd. Profit Sharing Plan and Trust, Total assets ($M): 25.983361 · Participants: 32James E. Nave, D. V. M. , Tropicana Veterinary Clinic, Ltd. Profit Sharing Plan and Trust
Marina Plon, M.D. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Nevada, assets vs. participants
Compare Marina Plon, M.D. Profit Sharing Plan & Trust side-by-side with 3 peers →

Marina Plon, M.D. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Nevada, the nearest Profit Sharing by assets is Lewis Rice Kansas City Savings Plan in MO ($37M); 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 ($36M 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 Marina Plon, M.D. Profit Sharing Plan & Trust assets move in 2023? ▼
Marina Plon, M.D. Profit Sharing Plan & Trust edged up modestly - up 1.5% during 2023, from $36M to $36M. Reported net income was $532K.
How have Advanced Heart Care Associates plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Advanced Heart Care Associates's sponsor-wide assets grew 1.5%, from $36M to $36M.
Where does Marina Plon, M.D. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Marina Plon, M.D. Profit Sharing Plan & Trust ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Marina Plon, M.D. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Lewis Rice Kansas City Savings Plan in MO ($37M, 56 participants).
Which Profit Sharing plans cover a similar participant headcount to Marina Plon, M.D. Profit Sharing Plan & Trust? ▼
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 880217735.

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.