Profit Sharing · DOL Form 5500 · 2024
Robert a. Shemwell, Dpm, LLC Profit Sharing Plan
Data updated 2026-08-25
- $532K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $266,136
- Avg per participant High balance/head
Official DOL plan name: Robert a. Shemwell, Dpm, LLC Profit Sharing Plan and Trust · Sponsored by Robert a. Shemwell, Dpm, LLC · Missouri · Healthcare & Social Assistance
$532K in assets, 2 participants
Robert a. Shemwell, Dpm, LLC's Robert a. Shemwell, Dpm, LLC Profit Sharing Plan and Trust reported $532K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #2,278 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Robert a. Shemwell, Dpm, LLC Profit Sharing Plan and Trust holds $532K for 2 participants - about $266,136 per participant, among the smaller plans by assets on file.
- #2,278
- in Healthcare & Social Assistance (16,916 peers)
- +4.8%
- assets growth YoY
Robert a. Shemwell, Dpm, LLC Profit Sharing Plan and Trust among the smaller filed plans by assets
Robert a. Shemwell, Dpm, LLC Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$532,271 18th percentile higher than 18% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Robert a. Shemwell, Dpm, LLC 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. Robert a. Shemwell, Dpm, LLC 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
- Robert a. Shemwell, Dpm, LLC Profit Sharing Plan and Trust reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Robert a. Shemwell, Dpm, LLC Profit Sharing Plan and Trust reported net income rose from $21K in the plan year 2023 filing to $25K in the plan year 2024 filing.
- Robert a. Shemwell, Dpm, LLC Profit Sharing Plan and Trust end-of-year assets rose from $508K in the plan year 2023 filing to $532K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 208258565 · Robert a. Shemwell, Dpm, LLC PY 2024 · Profit Sharing
Robert a. Shemwell, Dpm, LLC Profit Sharing Plan and Trust · $532K · 2 · 18th
- BOY $532K
- SCH 2
- EBSA 18th
- PART Profit Sharing
- TYPE near Rocky Top Cuts Inc. Retirement Plan
- NET ind #2278
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 Missouri →
Robert a. Shemwell, Dpm, LLC Profit Sharing Plan and Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $508K |
|---|---|
| Net Assets (End of Year) | $532K |
| Net Income | $25K |
| Employer EIN | 208258565 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert a. Shemwell, Dpm, LLC)
Sponsor-wide plan assets over time
All Robert a. Shemwell, Dpm, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $532K 9.396978727777206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $487K |
| 2023 | 1 | 3 | $508K |
| 2024 | 1 | 2 | $532K |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.3B · 18,034
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $459M · 4,032
- I. B. E. W. Local Union No. 124 Annuity Plan $447M · 3,456
- Annuity Fund of Operating Engineers Local 513 $323M · 9,100
- Pipe Fitters Local No 533 Individual Account Plan $302M · 1,427
Robert a. Shemwell, Dpm, LLC Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Rocky Top Cuts Inc. Retirement Plan in FL ($532K); 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 ($532K 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.