Profit Sharing · DOL Form 5500 · 2024

Joseph a. George M.D., P.C. Profit Sharing Plan

Data updated 2026-08-25

$751K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$375,424
Avg per participant High balance/head
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Official DOL plan name: Joseph a. George M.D., P.C. Profit Sharing Plan and Trust · Sponsored by Joseph a. George M.D., P.C. · Michigan · Healthcare & Social Assistance

$751K in assets, 2 participants

Joseph a. George M.D., P.C.'s Joseph a. George M.D., P.C. Profit Sharing Plan and Trust reported $751K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,776 in Healthcare & Social Assistance (16,916 peers)

Joseph a. George M.D., P.C. multi-year trail

Joseph a. George M.D., P.C.'s plans moved +95.7% in assets from 2022 to 2024; this filing shows Joseph a. George M.D., P.C. Profit Sharing Plan and Trust at $751K / 2 participants.

#2,776
in Healthcare & Social Assistance (16,916 peers)
+47.7%
assets growth YoY

Joseph a. George M.D., P.C. Profit Sharing Plan and Trust among the smaller filed plans by assets

Joseph a. George M.D., P.C. Profit Sharing Plan and Trust vs every filed plan by assets

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

$750,848 21st percentile higher than 21% 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

Joseph a. George M.D., P.C. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph a. George M.D., P.C. Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joseph a. George M.D., P.C. Profit Sharing Plan and Trust reported net income rose from $125K in the plan year 2023 filing to $242K in the plan year 2024 filing.
  • Joseph a. George M.D., P.C. Profit Sharing Plan and Trust end-of-year assets rose from $508K in the plan year 2023 filing to $751K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 383120228 · Joseph a. George M.D., P.C. PY 2024 · Profit Sharing

Joseph a. George M.D., P.C. Profit Sharing Plan and Trust · $751K · 2 · 21st

  • SCH $751K
  • SCH 2
  • SCH 21st
  • SCH Profit Sharing
  • SCH near Balancedflow, Inc. Profit Sharing Plan
  • SCH ind #2776

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 Michigan →

Joseph a. George M.D., P.C. Profit Sharing Plan and Trust in the asset neighbourhood

Joseph a. George M.D., P.C. Profit Sharing Plan and TrustJoseph a. George M.D., P.C. …$751KBalancedflow, Inc. Profit Sharing PlanBalancedflow, Inc. Profit Sh…$751KMojo Vibes, Inc. Profit Sharing PlanMojo Vibes, Inc. Profit Shar…$751KRpi Profit Sharing Plan$750KTash Investments Inc. Profit Sharing PlanTash Investments Inc. Profit…$750K
End-of-year total assets ($M) among Joseph a. George M.D., P.C. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Joseph a. George M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Joseph a. George M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$751K 95.65918702915678% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.38M $0.75M ▲ +97.4%
Year Plans Participants Total Assets
2022 1 2 $384K
2023 1 2 $508K
2024 1 2 $751K

Joseph a. George M.D., P.C. filing trail (2024)

Total Assets (Beginning of Year)$508K
Net Assets (End of Year)$751K
Net Income$242K
Employer EIN383120228
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

Joseph a. George M.D., P.C. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Joseph a. George M.D., P.C. Profit Sharing Plan and Trust, Total assets ($B): 0.000750848 · Participants: 2Joseph a. George M.D., P.C. Profit Sharing Plan and TrustHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.838163362 · Participants: 13461Henry Ford Health System Retirement Savings PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.339745231 · Participants: 1472Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanIron Workers Defined Contribution Pension Fund Plan, Total assets ($B): 0.231623418 · Participants: 5319Iron Workers Defined Contribution Pension Fund PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.229985274 · Participants: 2755NECA-IBEW Memphis Retirement PlanPlumbers and Pipefitters Local Union 520 Annuity Plan, Total assets ($B): 0.219548504 · Participants: 1639Plumbers and Pipefitters Local Union 520 Annuity Plan
Joseph a. George M.D., P.C. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Michigan, assets vs. participants

Joseph a. George M.D., P.C. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Balancedflow, Inc. Profit Sharing Plan in MO ($751K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($751K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Joseph a. George M.D., P.C. Profit Sharing Plan and Trust assets move in 2024?
Joseph a. George M.D., P.C. Profit Sharing Plan and Trust surged - up 47.7% during 2024, from $508K to $751K. Reported net income was $242K.
How have Joseph a. George M.D., P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Joseph a. George M.D., P.C.'s sponsor-wide assets grew 95.7%, from $384K to $751K.
Where does Joseph a. George M.D., P.C. Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Joseph a. George M.D., P.C. Profit Sharing Plan and Trust ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Joseph a. George M.D., P.C. Profit Sharing Plan and Trust?
Among Profit Sharing plans in other states, the closest by assets is Balancedflow, Inc. Profit Sharing Plan in MO ($751K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Joseph a. George M.D., P.C. Profit Sharing Plan and Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).