Other · DOL Form 5500 · 2023

Drs Kelley & Mcdowell PA Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$283,661
Avg per participant High balance/head
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Official DOL plan name: Self Directed Profit Sharing Retirement Plan · Sponsored by Drs Kelley & Mcdowell PA · South Carolina · Healthcare & Social Assistance

$1M in assets, 4 participants

Drs Kelley & Mcdowell PA's Self Directed Profit Sharing Retirement Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,677 in Healthcare & Social Assistance (17,684 peers)

Drs Kelley & Mcdowell PA multi-year trail

Drs Kelley & Mcdowell PA's plans moved +46.1% in assets from 2022 to 2024; this filing shows Self Directed Profit Sharing Retirement Plan at $1M / 4 participants.

#3,677
in Healthcare & Social Assistance (17,684 peers)
+27.1%
assets growth YoY

Self Directed Profit Sharing Retirement Plan among the smaller filed plans by assets

Self Directed Profit Sharing Retirement Plan vs every filed plan by assets

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

$1,134,644 25th percentile higher than 25% 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

Self Directed Profit Sharing Retirement 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. Self Directed Profit Sharing Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Self Directed Profit Sharing Retirement Plan reported net income rose from $114K in the plan year 2022 filing to $242K in the plan year 2023 filing.
  • Self Directed Profit Sharing Retirement Plan end-of-year assets rose from $893K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 570564674 · Drs Kelley & Mcdowell PA PY 2023 · Other

Self Directed Profit Sharing Retirement Plan · $1M · 4 · 25th

  • BOY $1M
  • SCH 4
  • EBSA 25th
  • PART Other
  • TYPE near Valley Library Consortium Defined Contribution Retirement Plan
  • NET ind #3677

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 South Carolina →

Self Directed Profit Sharing Retirement Plan in the asset neighbourhood

Ibero-American Action League, Inc. 403(b) Retirement PlanIbero-American Action League…$1MAlliance Health Management Services, LLC 403(b) PlanAlliance Health Management S…$1MValley Library Consortium Defined Contribution Retirement PlanValley Library Consortium De…$1MSelf Directed Profit Sharing Retirement PlanSelf Directed Profit Sharing…$1MRetirement Plan for Employees of the Bsa,Inc.Retirement Plan for Employee…$1M
End-of-year total assets ($M) among Self Directed Profit Sharing Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Drs Kelley & Mcdowell PA multi-year asset trail

Sponsor-wide plan assets over time

All Drs Kelley & Mcdowell PA plans reported in each filing year

Latest sponsor-wide plan assets
$1M 46.05020513613376% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.89M $1.3M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 4 $893K
2023 1 4 $1M
2024 1 3 $1M

Drs Kelley & Mcdowell PA filing trail (2023)

Total Assets (Beginning of Year)$893K
Net Assets (End of Year)$1M
Net Income$242K
Employer EIN570564674
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in South Carolina

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

Self Directed Profit Sharing Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20002004006008001000 Total assets ($M) Participants Self Directed Profit Sharing Retirement Plan, Total assets ($M): 1.134644 · Participants: 4Self Directed Profit Sharing Retirement PlanPrisma Health 401(a) Plan, Total assets ($M): 837.923618 · Participants: 21235Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 583.309557 · Participants: 5979Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 324.64641 · Participants: 1710Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 219.477235 · Participants: 3474Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 175.50851 · Participants: 2141Tidelands Health 403(b) Retirement Savings Plan
Self Directed Profit Sharing Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Self Directed Profit Sharing Retirement Plan side-by-side with 3 peers →

Self Directed Profit Sharing Retirement Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Valley Library Consortium Defined Contribution Retirement Plan in MI ($1M); by covered participants it is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Self Directed Profit Sharing Retirement Plan assets move in 2023? ▼
Self Directed Profit Sharing Retirement Plan grew sharply - up 27.1% during 2023, from $893K to $1M. Reported net income was $242K.
How have Drs Kelley & Mcdowell PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drs Kelley & Mcdowell PA's sponsor-wide assets grew 46.1%, from $893K to $1M.
Where does Self Directed Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Self Directed Profit Sharing Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Other plans are similar in size to Self Directed Profit Sharing Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Valley Library Consortium Defined Contribution Retirement Plan in MI ($1M, 3 participants).
Which Other plans cover a similar participant headcount to Self Directed Profit Sharing Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants, $190K 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 570564674.

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.