Profit Sharing · DOL Form 5500 · 2023

Alexander Corder Plunk & Shelly PC Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
35th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Alexander Corder and Shelly PC Profit Sharing Plan · Sponsored by Alexander Corder Plunk & Shelly PC · Alabama · Professional & Technical Services

$3M in assets, 2 participants

Alexander Corder Plunk & Shelly PC's Alexander Corder and Shelly PC Profit Sharing Plan reported $3M in total assets and 2 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.

  • #6,516 in Professional & Technical Services (20,321 peers)

Alexander Corder Plunk & Shelly PC multi-year trail

Alexander Corder Plunk & Shelly PC's plans moved -10.6% in assets from 2022 to 2024; this filing shows Alexander Corder and Shelly PC Profit Sharing Plan at $3M / 2 participants.

#6,516
in Professional & Technical Services (20,321 peers)
+13.2%
assets growth YoY

Alexander Corder and Shelly PC Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Alexander Corder and Shelly PC Profit Sharing Plan vs every filed plan by assets

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

$2,930,721 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

Alexander Corder and Shelly PC 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. Alexander Corder and Shelly PC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alexander Corder and Shelly PC Profit Sharing Plan reported net income rose from $66K in the plan year 2022 filing to $341K in the plan year 2023 filing.
  • Alexander Corder and Shelly PC Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630929898 · Alexander Corder Plunk & Shelly PC PY 2023 · Profit Sharing

Alexander Corder and Shelly PC Profit Sharing Plan · $3M · 2 · 35th

  • RANK $3M
  • PHOTO 2
  • IND 35th
  • EOY Profit Sharing
  • 5500 near Michael G. Hines, an Accountancy Corp. Profit Sharing Plan
  • ASSETS ind #6516

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Alexander Corder and Shelly PC Profit Sharing Plan in the asset neighbourhood

Alexander Corder and Shelly PC Profit Sharing PlanAlexander Corder and Shelly …$3MMichael G. Hines, an Accountancy Corp. Profit Sharing PlanMichael G. Hines, an Account…$3MSarson's, Inc. Profit Sharing PlanSarson's, Inc. Profit Sharin…$3MJohn Hansen Real Estate Investment Profit SharingJohn Hansen Real Estate Inve…$3MLincoln Training Center & Rehabilitation Workshop Retirement Income PlanLincoln Training Center & Re…$3M
End-of-year total assets ($M) among Alexander Corder and Shelly PC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Alexander Corder Plunk & Shelly PC multi-year asset trail

Sponsor-wide plan assets over time

All Alexander Corder Plunk & Shelly PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.63943184271476% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.59M $2.31M ▼ -10.8%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $2M

Alexander Corder Plunk & Shelly PC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$341K
Employer EIN630929898
Plan Effective Date1986-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Alexander Corder and Shelly PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 01020304050 Total assets ($M) Participants Alexander Corder and Shelly PC Profit Sharing Plan, Total assets ($M): 2.930721 · Participants: 2Alexander Corder and Shelly PC Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Alexander Corder and Shelly PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Alexander Corder and Shelly PC Profit Sharing Plan side-by-side with 3 peers →

Alexander Corder and Shelly PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Michael G. Hines, an Accountancy Corp. Profit Sharing Plan in CA ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Alexander Corder and Shelly PC Profit Sharing Plan assets move in 2023? ▼
Alexander Corder and Shelly PC Profit Sharing Plan grew at a solid clip - up 13.2% during 2023, from $3M to $3M. Reported net income was $341K.
How have Alexander Corder Plunk & Shelly PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alexander Corder Plunk & Shelly PC's sponsor-wide assets declined 10.6%, from $3M to $2M.
Which Profit Sharing plans are similar in size to Alexander Corder and Shelly PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Michael G. Hines, an Accountancy Corp. Profit Sharing Plan in CA ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Alexander Corder and Shelly PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 630929898.

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.