Profit Sharing · DOL Form 5500 · 2024

Kevin O'brien, M.D. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Kevin O'brien, M.D. Profit Sharing Plan · Sponsored by Kevin O'brien, M.D. · Alabama · Healthcare & Social Assistance

$3M in assets, 2 participants

Kevin O'brien, M.D.'s Kevin O'brien, M.D. Profit Sharing Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,524 in Healthcare & Social Assistance (16,916 peers)

Kevin O'brien, M.D. multi-year trail

Kevin O'brien, M.D.'s plans moved +33.2% in assets from 2022 to 2024; this filing shows Kevin O'brien, M.D. Profit Sharing Plan at $3M / 2 participants.

#5,524
in Healthcare & Social Assistance (16,916 peers)
+14.6%
assets growth YoY

Kevin O'brien, M.D. Profit Sharing Plan among the smaller filed plans by assets

Kevin O'brien, M.D. Profit Sharing Plan vs every filed plan by assets

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

$2,733,184 33rd percentile higher than 33% 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

Kevin O'brien, M.D. Profit Sharing 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. Kevin O'brien, M.D. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kevin O'brien, M.D. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 631117324 · Kevin O'brien, M.D. PY 2024 · Profit Sharing

Kevin O'brien, M.D. Profit Sharing Plan · $3M · 2 · 33rd

  • EBSA $3M
  • PART 2
  • TYPE 33rd
  • NET Profit Sharing
  • BOOK near Srbk Investments Inc. Retirement Plan
  • VS-ST ind #5524

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 →

Kevin O'brien, M.D. Profit Sharing Plan in the asset neighbourhood

St. Luke Residential Health Care Facility, Inc. Retirement PlanSt. Luke Residential Health …$3MFourslide Industries Incorporated Profit Sharing PlanFourslide Industries Incorpo…$3MKevin O'brien, M.D. Profit Sharing PlanKevin O'brien, M.D. Profit S…$3MSrbk Investments Inc. Retirement PlanSrbk Investments Inc. Retire…$3MMark Kaufman Pension and Profit Sharing PlanMark Kaufman Pension and Pro…$3M
End-of-year total assets ($M) among Kevin O'brien, M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Kevin O'brien, M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Kevin O'brien, M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.15976146860506% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.05M $2.73M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $3M

Kevin O'brien, M.D. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$348K
Employer EIN631117324
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Kevin O'brien, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0204060 Total assets ($M) Participants Kevin O'brien, M.D. Profit Sharing Plan, Total assets ($M): 2.733184 · Participants: 2Kevin O'brien, M.D. 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
Kevin O'brien, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Kevin O'brien, M.D. Profit Sharing Plan side-by-side with 3 peers →

Kevin O'brien, M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Srbk Investments Inc. Retirement Plan in NJ ($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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kevin O'brien, M.D. Profit Sharing Plan assets move in 2024? ▼
Kevin O'brien, M.D. Profit Sharing Plan grew at a solid clip - up 14.6% during 2024, from $2M to $3M. Reported net income was $348K.
How have Kevin O'brien, M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kevin O'brien, M.D.'s sponsor-wide assets grew 33.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Kevin O'brien, M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Srbk Investments Inc. Retirement Plan in NJ ($3M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Kevin O'brien, M.D. 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 631117324.

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.