Profit Sharing · DOL Form 5500 · 2024
Robert S. Shapiro, M.D. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $2.7M
- Avg per participant High balance/head
Official DOL plan name: Robert S. Shapiro, M.D. Profit Sharing Plan · Sponsored by Robert S. Shapiro, M.D. · Hawaii · Healthcare & Social Assistance
$3M in assets, 1 participants
Robert S. Shapiro, M.D.'s Robert S. Shapiro, M.D. Profit Sharing Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,431 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Robert S. Shapiro, M.D. Profit Sharing Plan holds $3M for 1 participant - about $2.7M per participant, in the lower half of filed plans by assets.
- #5,431
- in Healthcare & Social Assistance (16,916 peers)
- -1.8%
- assets change YoY
The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert S. Shapiro, M.D. Profit Sharing Plan among the smaller filed plans by assets
Robert S. Shapiro, M.D. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,655,072 33rd percentile higher than 33% 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 S. Shapiro, M.D. 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. Robert S. Shapiro, M.D. 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
- Robert S. Shapiro, M.D. Profit Sharing Plan reported net income fell from $226K in the plan year 2023 filing to -$49K in the plan year 2024 filing.
- Robert S. Shapiro, M.D. Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 990248127 · Robert S. Shapiro, M.D. PY 2024 · Profit Sharing
Robert S. Shapiro, M.D. Profit Sharing Plan · $3M · 1 · 33rd
- PART $3M
- TYPE 1
- NET 33rd
- BOOK Profit Sharing
- VS-ST near Lyle C. Cavin, Jr. Profit Sharing Plan
- BOY ind #5431
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 Hawaii →
Robert S. Shapiro, M.D. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$49K |
| Employer EIN | 990248127 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert S. Shapiro, M.D.)
Sponsor-wide plan assets over time
All Robert S. Shapiro, M.D. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 7.157611455019643% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $3M |
| 2024 | 1 | 1 | $3M |
Nearby Profit Sharing Plans in Hawaii
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hawaii Electricians Annuity Plan $438M · 2,222
- Hawaii Sheet Metal Workers Annuity Profit Sharing $109M · 571
- Simplicityhr 401(k) Retirement Savings Plan $102M · 1,505
- Hawaiiusa Fcu Retirement Plan $62M · 395
- Hawaiian Dredging Construction Company Profit Sharing Plan $41M · 308
Robert S. Shapiro, M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Hawaii, the nearest Profit Sharing by assets is Lyle C. Cavin, Jr. Profit Sharing Plan in CA ($3M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
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.