Profit Sharing · DOL Form 5500 · 2024

Edward R. Levin Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
34th
Percentile by assets National rank
$989,402
Avg per participant High balance/head
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Official DOL plan name: Edward R. Levin, Cpa Self Employed Profit Sharing Plan · Sponsored by Edward R. Levin · Alabama · Professional & Technical Services

$3M in assets, 3 participants

Edward R. Levin's Edward R. Levin, Cpa Self Employed Profit Sharing Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,126 in Professional & Technical Services (20,173 peers)

Edward R. Levin multi-year trail

Edward R. Levin's plans moved +34.8% in assets from 2022 to 2024; this filing shows Edward R. Levin, Cpa Self Employed Profit Sharing Plan at $3M / 3 participants.

#6,126
in Professional & Technical Services (20,173 peers)
+16.4%
assets growth YoY

Edward R. Levin, Cpa Self Employed Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Edward R. Levin, Cpa Self Employed Profit Sharing Plan vs every filed plan by assets

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

$2,968,206 34th percentile higher than 34% 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

Edward R. Levin, Cpa Self Employed 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. Edward R. Levin, Cpa Self Employed 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

  • Edward R. Levin, Cpa Self Employed Profit Sharing Plan reported net income rose from $347K in the plan year 2023 filing to $419K in the plan year 2024 filing.
  • Edward R. Levin, Cpa Self Employed Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 630883379 · Edward R. Levin PY 2024 · Profit Sharing

Edward R. Levin, Cpa Self Employed Profit Sharing Plan · $3M · 3 · 34th

  • PART $3M
  • TYPE 3
  • NET 34th
  • BOOK Profit Sharing
  • VS-ST near Paul D. Orr, M.D. Inc. Profit Sharing Plan
  • BOY ind #6126

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Edward R. Levin, Cpa Self Employed Profit Sharing Plan in the asset neighbourhood

Edward R. Levin, Cpa Self Employed Profit Sharing PlanEdward R. Levin, Cpa Self Em…$3MPaul D. Orr, M.D. Inc. Profit Sharing PlanPaul D. Orr, M.D. Inc. Profi…$3MV.I.L. Construction, Inc. Employees Profit Sharing PlanV.I.L. Construction, Inc. Em…$3MStonestown Podiatry Group Profit Sharing PlanStonestown Podiatry Group Pr…$3MLarry D. Alumbaugh Profit Sharing PlanLarry D. Alumbaugh Profit Sh…$3M
End-of-year total assets ($M) among Edward R. Levin, Cpa Self Employed Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Edward R. Levin multi-year asset trail

Sponsor-wide plan assets over time

All Edward R. Levin plans reported in each filing year

Latest sponsor-wide plan assets
$3M 34.76029496291171% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.2M $2.97M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $3M
2024 1 3 $3M

Edward R. Levin filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$419K
Employer EIN630883379
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Edward R. Levin, Cpa Self Employed Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0204060 Total assets ($M) Participants Edward R. Levin, Cpa Self Employed Profit Sharing Plan, Total assets ($M): 2.968206 · Participants: 3Edward R. Levin, Cpa Self Employed Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 48.988463 · Participants: 2217The Health Care Authority for Baptist Health Matching Dollar PlanEwtn 403(b) Retirement Savings Plan, Total assets ($M): 40.769673 · Participants: 468Ewtn 403(b) Retirement Savings PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 34.666809 · Participants: 40Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.607066 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 27.311595 · Participants: 401Auto Investment, Inc. 401(k) Plan
Edward R. Levin, Cpa Self Employed Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Edward R. Levin, Cpa Self Employed Profit Sharing Plan side-by-side with 3 peers →

Edward R. Levin, Cpa Self Employed Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Paul D. Orr, M.D. Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Edward R. Levin, Cpa Self Employed Profit Sharing Plan assets move in 2024? ▼
Edward R. Levin, Cpa Self Employed Profit Sharing Plan grew sharply - up 16.4% during 2024, from $3M to $3M. Reported net income was $419K.
How have Edward R. Levin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward R. Levin's sponsor-wide assets grew 34.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Edward R. Levin, Cpa Self Employed Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Paul D. Orr, M.D. Inc. Profit Sharing Plan in CA ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Edward R. Levin, Cpa Self Employed Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 630883379.

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.