Profit Sharing · DOL Form 5500 · 2024

Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1
Participants Small participant base
37th
Percentile by assets National rank
$3.8M
Avg per participant High balance/head
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Official DOL plan name: Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan · Sponsored by Stuart S. Kassan, M.D., F.a. C. P., P.C. · Colorado · Healthcare & Social Assistance

$4M in assets, 1 participants

Stuart S. Kassan, M.D., F.a. C. P., P.C.'s Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan reported $4M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,570 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan holds $4M for 1 participant - about $3.8M per participant, in the lower half of filed plans by assets.

#6,570
in Healthcare & Social Assistance (16,916 peers)
+2.1%
assets growth YoY

Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan vs every filed plan by assets

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

$3,799,631 37th percentile higher than 37% 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

Stuart S. Kassan, M.D., F.a. C. P., P.C. 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. Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan reported net income fell from $231K in the plan year 2023 filing to $76K in the plan year 2024 filing.
  • Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 840794380 · Stuart S. Kassan, M.D., F.a. C. P., P.C. PY 2024 · Profit Sharing

Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan · $4M · 1 · 37th

  • PCT $4M
  • PCT 1
  • PCT 37th
  • PCT Profit Sharing
  • PCT near Phillips Fractor & Co., LLC Profit Sharing Plan
  • PCT ind #6570

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 Colorado →

Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan in the asset neighbourhood

Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing PlanStuart S. Kassan, M.D., F.a.…$4MPhillips Fractor & Co., LLC Profit Sharing PlanPhillips Fractor & Co., LLC …$4MApis Capital Advisors LLC Profit Sharing Plan & TrustApis Capital Advisors LLC Pr…$4MJeffrey W Irwin Dds Profit Sharing Pension PlanJeffrey W Irwin Dds Profit S…$4MRichard Evan Crandall, M.D. Pension PlanRichard Evan Crandall, M.D. …$4M
End-of-year total assets ($M) among Stuart S. Kassan, M.D., F.a. C. P., P.C. 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$76K
Employer EIN840794380
Plan Effective Date1979-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stuart S. Kassan, M.D., F.a. C. P., P.C.)

Sponsor-wide plan assets over time

All Stuart S. Kassan, M.D., F.a. C. P., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.906430259437444% vs 2022
2024 filing year
$3.4M$3.5M$3.6M$3.7M$3.8M$3.9M 202220232024 $3.49M $3.8M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 1 $4M
2024 1 1 $4M

Nearby Profit Sharing Plans in Colorado

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

Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 020406080 Total assets ($M) Participants Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan, Total assets ($M): 3.799631 · Participants: 1Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 59.827083 · Participants: 656Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plan, Total assets ($M): 52.598768 · Participants: 1145Liberty Pr Mobility 401(k) Savings PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 39.174972 · Participants: 163Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 22.27907 · Participants: 30Peterson Company Profit-Sharing PlanMorgan Energy Corporation Profit Sharing Plan, Total assets ($M): 19.954661 · Participants: 1Morgan Energy Corporation Profit Sharing Plan
Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan side-by-side with 3 peers →

Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Phillips Fractor & Co., LLC Profit Sharing Plan in CA ($4M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan assets move in 2024? ▼
Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan edged up modestly - up 2.1% during 2024, from $4M to $4M. Reported net income was $76K.
How have Stuart S. Kassan, M.D., F.a. C. P., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stuart S. Kassan, M.D., F.a. C. P., P.C.'s sponsor-wide assets grew 8.9%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Phillips Fractor & Co., LLC Profit Sharing Plan in CA ($4M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Stuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 840794380.

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.