Profit Sharing · DOL Form 5500 · 2024

Keith a. Mobilia, D.P.M., P.C. Profit Sharing Plan

Data updated 2026-07-24

$2M
Total assets: 7
Participants: 30th
Percentile by assets: $305,214
Avg per participant

Official DOL plan name: Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing · Sponsored by Keith a. Mobilia, D.P.M., P.C. · New York · Healthcare & Social Assistance

$2M in assets, 7 participants

Keith a. Mobilia, D.P.M., P.C.'s Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

30th percentile by assets (of 116,472 plans)

What the 2024 filing shows

Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing holds $2M for 7 participants - about $305,214 per participant, in the lower half of filed plans by assets.

$2M
total plan assets (2024 EOY): 7
covered participants: 30th
percentile by assets (of 116,472 plans): $305,214
avg assets per participant

Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing reported net income rose from -$93K in the plan year 2023 filing to $76K in the plan year 2024 filing.
Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Healthcare & Social Assistance

Profit Sharing filing for Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing

Profit Sharing filing for plan year 2024: EIN 264137371 ; effective since 1987-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$76K
Employer EIN	264137371
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Keith a. Mobilia, D.P.M., P.C.)

Total plan assets by year, all Keith a. Mobilia, D.P.M., P.C. plans on file

Year	Plans	Participants	Total Assets
2022	1	7	$2M
2023	1	7	$2M
2024	1	7	$2M

Nearby Profit Sharing Plans in New York

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

Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare Keith a. Mobilia, D.P.M., P.C. Retiremen… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing by total assets, not by location.

Kuhlmann Enterprises, Inc. Retirement Plan (GA) $2M · 10
Hanabi Holdings Co. Retirement Plan (PA) $2M · 10
Bay Area Industry Promotion Fund Profit Sharing Plan and Trust (CA) $2M · 5
Century 21 Davis Realty, Inc. Profit Sharing Plan (CA) $2M · 1

Frequently Asked Questions

How did Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing assets move in 2024? ▼

Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing edged up modestly - up 3.7% during 2024, from $2M to $2M. Reported net income was $76K.

How have Keith a. Mobilia, D.P.M., P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Keith a. Mobilia, D.P.M., P.C.'s sponsor-wide assets declined 0.8%, from $2M to $2M.

Which Profit Sharing plans are similar in size to Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing? ▼

Among Profit Sharing plans in other states, the closest by assets is Kuhlmann Enterprises, Inc. Retirement Plan in GA ($2M, 10 participants).

Next read for Keith a. Mobilia, D.P.M., P.C. Retiremen…

Filing takeaways

Ways to act on Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing's numbers.

By total assets, Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Keith a. Mobilia, D.P.M., P.C.'s sponsor-wide assets have declined 0.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 264137371.

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.