Profit Sharing · DOL Form 5500 · 2024

Yuma Primary Care, PLLC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
25th
Percentile by assets National rank
$186,704
Avg per participant Above avg balance/head
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Official DOL plan name: Yuma Primary Care, PLLC Profit Sharing Plan · Sponsored by Yuma Primary Care, PLLC · Arizona · Healthcare & Social Assistance

$1M in assets, 7 participants

Yuma Primary Care, PLLC's Yuma Primary Care, PLLC Profit Sharing Plan reported $1M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,692 in Healthcare & Social Assistance (16,916 peers)

Yuma Primary Care, PLLC multi-year trail

Yuma Primary Care, PLLC's plans moved +21.3% in assets from 2022 to 2024; this filing shows Yuma Primary Care, PLLC Profit Sharing Plan at $1M / 7 participants.

#3,692
in Healthcare & Social Assistance (16,916 peers)
+11.0%
assets growth YoY

Yuma Primary Care, PLLC Profit Sharing Plan among the smaller filed plans by assets

Yuma Primary Care, PLLC Profit Sharing Plan vs every filed plan by assets

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

$1,306,930 25th percentile higher than 25% 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

Yuma Primary Care, PLLC 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. Yuma Primary Care, PLLC Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Yuma Primary Care, PLLC Profit Sharing Plan reported net income rose from $100K in the plan year 2023 filing to $129K in the plan year 2024 filing.
  • Yuma Primary Care, PLLC Profit Sharing Plan reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Yuma Primary Care, PLLC Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 841681064 · Yuma Primary Care, PLLC PY 2024 · Profit Sharing

Yuma Primary Care, PLLC Profit Sharing Plan · $1M · 7 · 25th

  • ASSETS $1M
  • ASSETS 7
  • ASSETS 25th
  • ASSETS Profit Sharing
  • ASSETS near James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust
  • ASSETS ind #3692

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 Arizona →

Yuma Primary Care, PLLC Profit Sharing Plan in the asset neighbourhood

Yuma Primary Care, PLLC Profit Sharing PlanYuma Primary Care, PLLC Prof…$1MJames E Rodgers and Company, P.C. Employees Profit Sharing Plan and TrustJames E Rodgers and Company,…$1MKt Bommar Ventures, Inc. Retirement PlanKt Bommar Ventures, Inc. Ret…$1MRoyale Blue Hospitality, LLC. Retirement PlanRoyale Blue Hospitality, LLC…$1MSafety Systems & Controls, Inc. Profit Sharing PlanSafety Systems & Controls, I…$1M
End-of-year total assets ($M) among Yuma Primary Care, PLLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Yuma Primary Care, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Yuma Primary Care, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 21.253646154188715% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.08M $1.31M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M
2024 1 7 $1M

Yuma Primary Care, PLLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$129K
Employer EIN841681064
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Yuma Primary Care, PLLC Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20020406080 Total assets ($M) Participants Yuma Primary Care, PLLC Profit Sharing Plan, Total assets ($M): 1.30693 · Participants: 7Yuma Primary Care, PLLC Profit Sharing PlanPreferred Employer Plan II, Total assets ($M): 75.769033 · Participants: 415Preferred Employer Plan IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg Inc Profit Sharing Plan TrustCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 33.775352 · Participants: 187Center for Biological Diversity 403(b) DC Plan
Yuma Primary Care, PLLC Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Yuma Primary Care, PLLC Profit Sharing Plan side-by-side with 3 peers →

Yuma Primary Care, PLLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust in TX ($1M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Yuma Primary Care, PLLC Profit Sharing Plan assets move in 2024? ▼
Yuma Primary Care, PLLC Profit Sharing Plan grew at a solid clip - up 11.0% during 2024, from $1M to $1M. Reported net income was $129K.
How have Yuma Primary Care, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yuma Primary Care, PLLC's sponsor-wide assets grew 21.3%, from $1M to $1M.
Where does Yuma Primary Care, PLLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Yuma Primary Care, PLLC Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Yuma Primary Care, PLLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust in TX ($1M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Yuma Primary Care, PLLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K 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 841681064.

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.