Profit Sharing · DOL Form 5500 · 2023

William L Ingram V Dmd Keogh Plan Profit Sharing Plan

Data updated 2026-08-25

$785K
Total assets Small plan by assets
6
Participants Small participant base
22nd
Percentile by assets National rank
$130,914
Avg per participant Near avg balance/head
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Official DOL plan name: William L Ingram V Dmd Keogh Plan · Sponsored by William L Ingram V Dmd Keogh Plan · Alabama · Healthcare & Social Assistance

$785K in assets, 6 participants

William L Ingram V Dmd Keogh Plan's William L Ingram V Dmd Keogh Plan reported $785K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,026 in Healthcare & Social Assistance (17,684 peers)

William L Ingram V Dmd Keogh Plan multi-year trail

William L Ingram V Dmd Keogh Plan's plans moved +23.8% in assets from 2022 to 2024; this filing shows William L Ingram V Dmd Keogh Plan at $785K / 6 participants.

#3,026
in Healthcare & Social Assistance (17,684 peers)
+11.6%
assets growth YoY

William L Ingram V Dmd Keogh Plan among the smaller filed plans by assets

William L Ingram V Dmd Keogh Plan vs every filed plan by assets

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

$785,482 22nd percentile higher than 22% 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

William L Ingram V Dmd Keogh 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. William L Ingram V Dmd Keogh Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • William L Ingram V Dmd Keogh Plan reported net income rose from -$118K in the plan year 2022 filing to $82K in the plan year 2023 filing.
  • William L Ingram V Dmd Keogh Plan reported participants rose from 3 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • William L Ingram V Dmd Keogh Plan end-of-year assets rose from $704K in the plan year 2022 filing to $785K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 630829568 · William L Ingram V Dmd Keogh Plan PY 2023 · Profit Sharing

William L Ingram V Dmd Keogh Plan · $785K · 6 · 22nd

  • ASSETS $785K
  • PCT 6
  • EIN 22nd
  • RANK Profit Sharing
  • PHOTO near Smiles by Gtem, Inc. Retirement Plan
  • IND ind #3026

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 →

William L Ingram V Dmd Keogh Plan in the asset neighbourhood

William L Ingram V Dmd Keogh PlanWilliam L Ingram V Dmd Keogh…$785KSmiles by Gtem, Inc. Retirement PlanSmiles by Gtem, Inc. Retirem…$785KCream-O-Land Dairy Union Employees' Pension PlanCream-O-Land Dairy Union Emp…$785KMuseo De Arte De Puerto Rico, Inc. 1165(e) PlanMuseo De Arte De Puerto Rico…$786KTkcr & Associates, Inc. Retirement PlanTkcr & Associates, Inc. Reti…$786K
End-of-year total assets ($M) among William L Ingram V Dmd Keogh Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

William L Ingram V Dmd Keogh Plan multi-year asset trail

Sponsor-wide plan assets over time

All William L Ingram V Dmd Keogh Plan plans reported in each filing year

Latest sponsor-wide plan assets
$872K 23.842051276222733% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.7M $0.87M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 3 $704K
2023 1 6 $785K
2024 1 5 $872K

William L Ingram V Dmd Keogh Plan filing trail (2023)

Total Assets (Beginning of Year)$704K
Net Assets (End of Year)$785K
Net Income$82K
Employer EIN630829568
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

William L Ingram V Dmd Keogh Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1001020304050 Total assets ($M) Participants William L Ingram V Dmd Keogh Plan, Total assets ($M): 0.785482 · Participants: 6William L Ingram V Dmd Keogh 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
William L Ingram V Dmd Keogh Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare William L Ingram V Dmd Keogh Plan side-by-side with 3 peers →

William L Ingram V Dmd Keogh Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Smiles by Gtem, Inc. Retirement Plan in FL ($785K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 William L Ingram V Dmd Keogh Plan assets move in 2023? ▼
William L Ingram V Dmd Keogh Plan grew at a solid clip - up 11.6% during 2023, from $704K to $785K. Reported net income was $82K.
How have William L Ingram V Dmd Keogh Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William L Ingram V Dmd Keogh Plan's sponsor-wide assets grew 23.8%, from $704K to $872K.
Where does William L Ingram V Dmd Keogh Plan rank by assets among Form 5500 filers? ▼
William L Ingram V Dmd Keogh Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to William L Ingram V Dmd Keogh Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Smiles by Gtem, Inc. Retirement Plan in FL ($785K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to William L Ingram V Dmd Keogh Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 630829568.

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.