Profit Sharing · DOL Form 5500 · 2024

Steven J. Levine, M.D., a Professional Corporation Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
32nd
Percentile by assets National rank
$638,745
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steven J. Levine, M.D. Profit Sharing Plan · Sponsored by Steven J. Levine, M.D., a Professional Corporation · California · Healthcare & Social Assistance

$3M in assets, 4 participants

Steven J. Levine, M.D., a Professional Corporation's Steven J. Levine, M.D. Profit Sharing Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,319 in Healthcare & Social Assistance (16,916 peers)

Steven J. Levine, M.D., a Professional Corporation multi-year trail

Steven J. Levine, M.D., a Professional Corporation's plans moved +12.9% in assets from 2023 to 2024; this filing shows Steven J. Levine, M.D. Profit Sharing Plan at $3M / 4 participants.

#5,319
in Healthcare & Social Assistance (16,916 peers)
+12.9%
assets growth YoY

Steven J. Levine, M.D. Profit Sharing Plan among the smaller filed plans by assets

Steven J. Levine, M.D. Profit Sharing Plan vs every filed plan by assets

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

$2,554,979 32nd percentile higher than 32% 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

Steven J. Levine, 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. Steven J. Levine, M.D. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steven J. Levine, M.D. Profit Sharing Plan reported net income rose from $209K in the plan year 2023 filing to $292K in the plan year 2024 filing.
  • Steven J. Levine, 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 →

EBSA filing schedule strip

Filing strip 921175965 · Steven J. Levine, M.D., a Professional Corporation PY 2024 · Profit Sharing

Steven J. Levine, M.D. Profit Sharing Plan · $3M · 4 · 32nd

  • SCH $3M
  • EBSA 4
  • PART 32nd
  • TYPE Profit Sharing
  • NET near Envirostar Innovation Corp. Retirement Plan
  • BOOK ind #5319

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 California →

Steven J. Levine, M.D. Profit Sharing Plan in the asset neighbourhood

Behavioral Health Specialists Retirement PlanBehavioral Health Specialist…$3MSteven J. Levine, M.D. Profit Sharing PlanSteven J. Levine, M.D. Profi…$3MEnvirostar Innovation Corp. Retirement PlanEnvirostar Innovation Corp. …$3MJames I. Alfriend Consulting Forester Self-Employed Profit Sharing PlanJames I. Alfriend Consulting…$3MSamuel Rivera Natal Retirement Plan Series 92-643Samuel Rivera Natal Retireme…$3M
End-of-year total assets ($M) among Steven J. Levine, M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Steven J. Levine, M.D., a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Steven J. Levine, M.D., a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.915270866294845% vs 2023
2024 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M 20232024 $2.26M $2.55M ▲ +12.8%
Year Plans Participants Total Assets
2023 1 4 $2M
2024 1 4 $3M

Steven J. Levine, M.D., a Professional Corporation filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$292K
Employer EIN921175965
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Steven J. Levine, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Steven J. Levine, M.D. Profit Sharing Plan, Total assets ($B): 0.002554979 · Participants: 4Steven J. Levine, M.D. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Steven J. Levine, M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Steven J. Levine, M.D. Profit Sharing Plan side-by-side with 3 peers →

Steven J. Levine, M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Envirostar Innovation Corp. Retirement Plan in NY ($3M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Steven J. Levine, M.D. Profit Sharing Plan assets move in 2024? ▼
Steven J. Levine, M.D. Profit Sharing Plan grew at a solid clip - up 12.9% during 2024, from $2M to $3M. Reported net income was $292K.
How have Steven J. Levine, M.D., a Professional Corporation plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Steven J. Levine, M.D., a Professional Corporation's sponsor-wide assets grew 12.9%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Steven J. Levine, M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Envirostar Innovation Corp. Retirement Plan in NY ($3M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Steven J. Levine, M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 921175965.

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.