Profit Sharing · DOL Form 5500 · 2024

Charles W. Ruggeroli M.D. Ltd Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
N/A
Participants Small participant base
38th
Percentile by assets National rank
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Official DOL plan name: Charles W. Ruggeroli M.D. Profit Sharing Plan · Sponsored by Charles W. Ruggeroli M.D. Ltd · Nevada · Healthcare & Social Assistance

$4M in assets, N/A participants

Charles W. Ruggeroli M.D. Ltd's Charles W. Ruggeroli M.D. Profit Sharing Plan reported $4M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,821 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Charles W. Ruggeroli M.D. Profit Sharing Plan holds $4M for N/A participants, in the lower half of filed plans by assets.

#6,821
in Healthcare & Social Assistance (16,916 peers)
-0.1%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles W. Ruggeroli M.D. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charles W. Ruggeroli M.D. Profit Sharing Plan vs every filed plan by assets

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

$4,072,221 38th percentile higher than 38% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charles W. Ruggeroli M.D. Profit Sharing Plan reported net income fell from $86K in the plan year 2023 filing to -$2K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 880127287 · Charles W. Ruggeroli M.D. Ltd PY 2024 · Profit Sharing

Charles W. Ruggeroli M.D. Profit Sharing Plan · $4M · N/A · 38th

  • SCH $4M
  • EBSA N/A
  • PART 38th
  • TYPE Profit Sharing
  • NET near S. Keith Barker, P.C. Profit Sharing Trust
  • BOOK ind #6821

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 Nevada →

Charles W. Ruggeroli M.D. Profit Sharing Plan in the asset neighbourhood

Charles W. Ruggeroli M.D. Profit Sharing PlanCharles W. Ruggeroli M.D. Pr…$4MS. Keith Barker, P.C. Profit Sharing TrustS. Keith Barker, P.C. Profit…$4MTeamsters Joint Council No. 41 Severance PlanTeamsters Joint Council No. …$4MBob L Robertson Profit Sharing PlanBob L Robertson Profit Shari…$4MFremont Nephrology Professional Corporation, Profit Sharing PlanFremont Nephrology Professio…$4M
End-of-year total assets ($M) among Charles W. Ruggeroli M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$2K
Employer EIN880127287
Plan Effective Date1975-09-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles W. Ruggeroli M.D. Ltd)

Sponsor-wide plan assets over time

All Charles W. Ruggeroli M.D. Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$4M 2.0922766821309353% vs 2022
2024 filing year
$3.95M$4M$4.05M$4.1M 202220232024 $3.99M $4.07M ▲ +2.0%
Year Plans Participants Total Assets
2022 1 N/A $4M
2023 1 N/A $4M
2024 1 N/A $4M

Nearby Profit Sharing Plans in Nevada

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

Charles W. Ruggeroli M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in Nevada, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Charles W. Ruggeroli M.D. Profit Sharing Plan, Total assets ($M): 4.072221 · Participants: 0Charles W. Ruggeroli M.D. Profit Sharing PlanI.B.E.W. Local Union No 357 Pension Trust Fund, Plan B, Total assets ($M): 544.771623 · Participants: 4775I.B.E.W. Local Union No 357 Pension Trust Fund, Plan BCement Masons and Plasterers Joint Pension Plan, Total assets ($M): 95.259436 · Participants: 545Cement Masons and Plasterers Joint Pension PlanJames E. Nave, D. V. M. , Tropicana Veterinary Clinic, Ltd. Profit Sharing Plan and Trust, Total assets ($M): 30.908722 · Participants: 30James E. Nave, D. V. M. , Tropicana Veterinary Clinic, Ltd. Profit Sharing Plan and TrustConstruction Industry and Laborers Defined Contribution Pension Plan, Total assets ($M): 30.673587 · Participants: 3054Construction Industry and Laborers Defined Contribution Pension PlanBricklayers & Allied Craftworkers Local 13 Defined Contribution Pension Plan, Total assets ($M): 30.622008 · Participants: 788Bricklayers & Allied Craftworkers Local 13 Defined Contribution Pension Plan
Charles W. Ruggeroli M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in Nevada, assets vs. participants

Charles W. Ruggeroli M.D. Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside Nevada, the nearest Profit Sharing by end-of-year assets is S. Keith Barker, P.C. Profit Sharing Trust in VA at $4M (this filing: $4M).

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 Charles W. Ruggeroli M.D. Profit Sharing Plan assets move in 2024?
Charles W. Ruggeroli M.D. Profit Sharing Plan held essentially flat - down 0.1% during 2024, from $4M to $4M. Reported net income was -$2K.
How have Charles W. Ruggeroli M.D. Ltd plan assets changed over time?
Across 3 plan years on file (2022-2024), Charles W. Ruggeroli M.D. Ltd's sponsor-wide assets grew 2.1%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Charles W. Ruggeroli M.D. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is S. Keith Barker, P.C. Profit Sharing Trust in VA ($4M, 3 participants).