Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
30th
Percentile by assets National rank
$305,214
Avg per participant High balance/head
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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.

  • #4,820 in Healthcare & Social Assistance (16,916 peers)

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.

#4,820
in Healthcare & Social Assistance (16,916 peers)
+3.7%
assets growth YoY

Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing among the smaller filed plans by assets

Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing vs every filed plan by assets

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

$2,136,495 30th percentile higher than 30% 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

Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 264137371 · Keith a. Mobilia, D.P.M., P.C. PY 2024 · Profit Sharing

Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing · $2M · 7 · 30th

  • BOY $2M
  • SCH 7
  • EBSA 30th
  • PART Profit Sharing
  • TYPE near Kuhlmann Enterprises, Inc. Retirement Plan
  • NET ind #4820

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 New York →

Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing in the asset neighbourhood

Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit SharingKeith a. Mobilia, D.P.M., P.…$2MKuhlmann Enterprises, Inc. Retirement PlanKuhlmann Enterprises, Inc. R…$2MCentury 21 Davis Realty, Inc. Profit Sharing PlanCentury 21 Davis Realty, Inc…$2MHanabi Holdings Co. Retirement PlanHanabi Holdings Co. Retireme…$2MBay Area Industry Promotion Fund Profit Sharing Plan and TrustBay Area Industry Promotion …$2M
End-of-year total assets ($M) among Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$76K
Employer EIN264137371
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Keith a. Mobilia, D.P.M., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.7638853085151892% vs 2022
2024 filing year
$2.05M$2.1M$2.15M$2.2M 202220232024 $2.15M $2.14M ▼ -0.5%
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 Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing, Total assets ($B): 0.002136495 · Participants: 7Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit SharingAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing side-by-side with 3 peers →

Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Kuhlmann Enterprises, Inc. Retirement Plan in GA ($2M); 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 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).
Which Profit Sharing plans cover a similar participant headcount to Keith a. Mobilia, D.P.M., P.C. Retirement Trust Profit Sharing? ▼
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 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.