Profit Sharing · DOL Form 5500 · 2024
Daniel E. Shufler Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $620,153
- Avg per participant High balance/head
Official DOL plan name: Daniel Earl Shufler Md Serp Profit Sharing Plan · Sponsored by Daniel E. Shufler · Delaware · Healthcare & Social Assistance
$2M in assets, 3 participants
Daniel E. Shufler's Daniel Earl Shufler Md Serp Profit Sharing Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #4,476 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Daniel Earl Shufler Md Serp Profit Sharing Plan holds $2M for 3 participants - about $620,153 per participant, in the lower half of filed plans by assets.
- #4,476
- in Healthcare & Social Assistance (16,916 peers)
- -6.0%
- assets change YoY
The plan reported a net loss of $119K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Daniel Earl Shufler Md Serp Profit Sharing Plan among the smaller filed plans by assets
Daniel Earl Shufler Md Serp Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,860,459 29th percentile higher than 29% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Daniel Earl Shufler Md Serp 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. Daniel Earl Shufler Md Serp Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Daniel Earl Shufler Md Serp Profit Sharing Plan reported net income fell from -$70K in the plan year 2023 filing to -$119K in the plan year 2024 filing.
- Daniel Earl Shufler Md Serp Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 222714765 · Daniel E. Shufler PY 2024 · Profit Sharing
Daniel Earl Shufler Md Serp Profit Sharing Plan · $2M · 3 · 29th
- NET $2M
- NET 3
- NET 29th
- NET Profit Sharing
- NET near Increase, Inc. Retirement Plan
- NET ind #4476
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 Delaware →
Daniel Earl Shufler Md Serp Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$119K |
| Employer EIN | 222714765 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Daniel E. Shufler)
Sponsor-wide plan assets over time
All Daniel E. Shufler plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 9.219819743331133% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Nearby Profit Sharing Plans in Delaware
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Christiana Care Health Services, Inc. Defined Contribution Plan $299M · 10,196
- Plumbers & Pipefitters Lu No. 74 Annuity Fund $99M · 954
- Wilmington Friends School 403(b) Retirement Plan $55M · 139
- Fiduciary Services Group 401(k) Plan $30M · 372
- Delaware Hospice, Inc. 403(b) Retirement Plan $14M · 282
Daniel Earl Shufler Md Serp Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Delaware, the nearest Profit Sharing by assets is Increase, Inc. Retirement Plan in OK ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.