Profit Sharing · DOL Form 5500 · 2024

K. Clay Ellis, Jr., Dmd, LLC Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
32nd
Percentile by assets National rank
$208,428
Avg per participant Above avg balance/head
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Official DOL plan name: K. Clay Ellis, Jr., Dmd Profit Sharing Plan · Sponsored by K. Clay Ellis, Jr., Dmd, LLC · Alabama · Healthcare & Social Assistance

$3M in assets, 12 participants

K. Clay Ellis, Jr., Dmd, LLC's K. Clay Ellis, Jr., Dmd Profit Sharing Plan reported $3M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,244 in Healthcare & Social Assistance (16,916 peers)

K. Clay Ellis, Jr., Dmd, LLC multi-year trail

K. Clay Ellis, Jr., Dmd, LLC's plans moved +42.8% in assets from 2022 to 2024; this filing shows K. Clay Ellis, Jr., Dmd Profit Sharing Plan at $3M / 12 participants.

#5,244
in Healthcare & Social Assistance (16,916 peers)
+19.0%
assets growth YoY

K. Clay Ellis, Jr., Dmd Profit Sharing Plan among the smaller filed plans by assets

K. Clay Ellis, Jr., Dmd Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,501,139 32nd percentile higher than 32% of 123,620 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 2024

K. Clay Ellis, Jr., Dmd Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. K. Clay Ellis, Jr., Dmd Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • K. Clay Ellis, Jr., Dmd Profit Sharing Plan reported participants rose from 9 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • K. Clay Ellis, Jr., Dmd Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • K. Clay Ellis, Jr., Dmd Profit Sharing Plan reported net income rose from $350K in the plan year 2023 filing to $399K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 630849901 · K. Clay Ellis, Jr., Dmd, LLC PY 2024 · Profit Sharing

K. Clay Ellis, Jr., Dmd Profit Sharing Plan · $3M · 12 · 32nd

  • 5500 $3M
  • ASSETS 12
  • PCT 32nd
  • EIN Profit Sharing
  • RANK near Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.
  • PHOTO ind #5244

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 Alabama →

K. Clay Ellis, Jr., Dmd Profit Sharing Plan in the asset neighbourhood

K. Clay Ellis, Jr., Dmd Profit Sharing PlanK. Clay Ellis, Jr., Dmd Prof…$3MJoseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.Joseph Tseng Self-Employed P…$3MShk Holdings Inc. Retirement PlanShk Holdings Inc. Retirement…$3MIntegrus Investments Inc. Retirement PlanIntegrus Investments Inc. Re…$3MDr. Leonardo I Valentin Gonzalez Retirement PlanDr. Leonardo I Valentin Gonz…$3M
End-of-year total assets ($M) among K. Clay Ellis, Jr., Dmd Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

K. Clay Ellis, Jr., Dmd, LLC multi-year asset trail

Sponsor-wide plan assets over time

All K. Clay Ellis, Jr., Dmd, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.77822653152678% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.75M $2.5M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 9 $2M
2024 1 12 $3M

K. Clay Ellis, Jr., Dmd, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$399K
Employer EIN630849901
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

K. Clay Ellis, Jr., Dmd Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0204060 Total assets ($M) Participants K. Clay Ellis, Jr., Dmd Profit Sharing Plan, Total assets ($M): 2.501139 · Participants: 12K. Clay Ellis, Jr., Dmd Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 48.988463 · Participants: 2217The Health Care Authority for Baptist Health Matching Dollar PlanEwtn 403(b) Retirement Savings Plan, Total assets ($M): 40.769673 · Participants: 468Ewtn 403(b) Retirement Savings PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 34.666809 · Participants: 40Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.607066 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 27.311595 · Participants: 401Auto Investment, Inc. 401(k) Plan
K. Clay Ellis, Jr., Dmd Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare K. Clay Ellis, Jr., Dmd Profit Sharing Plan side-by-side with 3 peers →

K. Clay Ellis, Jr., Dmd Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. in MI ($3M); by covered participants it is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did K. Clay Ellis, Jr., Dmd Profit Sharing Plan assets move in 2024? ▼
K. Clay Ellis, Jr., Dmd Profit Sharing Plan grew sharply - up 19.0% during 2024, from $2M to $3M. Reported net income was $399K.
How have K. Clay Ellis, Jr., Dmd, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K. Clay Ellis, Jr., Dmd, LLC's sponsor-wide assets grew 42.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to K. Clay Ellis, Jr., Dmd Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Joseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co. in MI ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to K. Clay Ellis, Jr., Dmd Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630849901.

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.