Profit Sharing · DOL Form 5500 · 2024

Kirby Whitten Pharmacy, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
5
Participants Small participant base
54th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Kirby Whitten Pharmacy, Inc.- Retirement Plan · Sponsored by Kirby Whitten Pharmacy, Inc. · Tennessee · Retail Trade

$9M in assets, 5 participants

Kirby Whitten Pharmacy, Inc.'s Kirby Whitten Pharmacy, Inc.- Retirement Plan reported $9M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,199 in Retail Trade (8,048 peers)

Kirby Whitten Pharmacy, Inc. multi-year trail

Kirby Whitten Pharmacy, Inc.'s plans moved +99.1% in assets from 2022 to 2024; this filing shows Kirby Whitten Pharmacy, Inc.- Retirement Plan at $9M / 5 participants.

#5,199
in Retail Trade (8,048 peers)
+29.5%
assets growth YoY

Kirby Whitten Pharmacy, Inc.- Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Kirby Whitten Pharmacy, Inc.- Retirement Plan vs every filed plan by assets

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

$9,276,110 Top 46% higher than 54% 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

Kirby Whitten Pharmacy, Inc.- Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kirby Whitten Pharmacy, Inc.- Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kirby Whitten Pharmacy, Inc.- Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Kirby Whitten Pharmacy, Inc.- Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Kirby Whitten Pharmacy, Inc.- Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 823340899 · Kirby Whitten Pharmacy, Inc. PY 2024 · Profit Sharing

Kirby Whitten Pharmacy, Inc.- Retirement Plan · $9M · 5 · 54th

  • PHOTO $9M
  • IND 5
  • EOY 54th
  • 5500 Profit Sharing
  • ASSETS near Rivermead 403(b) Plan
  • PCT ind #5199

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 Retail Trade retirement plans → · Plans in Tennessee →

Kirby Whitten Pharmacy, Inc.- Retirement Plan in the asset neighbourhood

Rivermead 403(b) Plan$9MFox Valley Pathologists Sc Profit Sharing PlanFox Valley Pathologists Sc P…$9MKirby Whitten Pharmacy, Inc.- Retirement PlanKirby Whitten Pharmacy, Inc.…$9MCps Puerto Rico, Inc. 1165(e) PlanCps Puerto Rico, Inc. 1165(e…$9MCarl M. Buck Building Co. Profit Sharing PlanCarl M. Buck Building Co. Pr…$9M
End-of-year total assets ($M) among Kirby Whitten Pharmacy, Inc.- Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Kirby Whitten Pharmacy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kirby Whitten Pharmacy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 99.09699123713189% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.66M $9.28M ▲ +99.1%
Year Plans Participants Total Assets
2022 1 5 $5M
2023 1 3 $7M
2024 1 5 $9M

Kirby Whitten Pharmacy, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN823340899
Plan Effective Date2017-11-07
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

Kirby Whitten Pharmacy, Inc.- Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Kirby Whitten Pharmacy, Inc.- Retirement Plan, Total assets ($M): 9.27611 · Participants: 5Kirby Whitten Pharmacy, Inc.- Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Savings PlanThompson Machinery Commerce Corp Profit Sharing Plan, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery Commerce Corp Profit Sharing Plan
Kirby Whitten Pharmacy, Inc.- Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants

Kirby Whitten Pharmacy, Inc.- Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Rivermead 403(b) Plan in NH ($9M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Kirby Whitten Pharmacy, Inc.- Retirement Plan assets move in 2024?
Kirby Whitten Pharmacy, Inc.- Retirement Plan grew sharply - up 29.5% during 2024, from $7M to $9M. Reported net income was $2M.
How have Kirby Whitten Pharmacy, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kirby Whitten Pharmacy, Inc.'s sponsor-wide assets grew 99.1%, from $5M to $9M.
Which Profit Sharing plans are similar in size to Kirby Whitten Pharmacy, Inc.- Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Rivermead 403(b) Plan in NH ($9M, 214 participants).
Which Profit Sharing plans cover a similar participant headcount to Kirby Whitten Pharmacy, Inc.- Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K in assets).