Profit Sharing · DOL Form 5500 · 2024
Simon a Levit Md 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
- $2.8M
- Avg per participant High balance/head
Official DOL plan name: Simon a Levit Md Profit Sharing Plan · Sponsored by Simon a Levit Md · Oklahoma · Healthcare & Social Assistance
$3M in assets, 1 participants
Simon a Levit Md's Simon a Levit Md 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.
- #5,618 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Simon a Levit Md Profit Sharing Plan holds $3M for 1 participant - about $2.8M per participant, in the lower half of filed plans by assets.
- #5,618
- in Healthcare & Social Assistance (16,916 peers)
- -1.2%
- assets change YoY
The plan reported a net loss of $35K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Simon a Levit Md Profit Sharing Plan among the smaller filed plans by assets
Simon a Levit Md Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,823,446 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
Simon a Levit Md 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. Simon a Levit Md 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
- Simon a Levit Md Profit Sharing Plan reported net income fell from $145K in the plan year 2023 filing to -$35K in the plan year 2024 filing.
- Simon a Levit Md Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 731187729 · Simon a Levit Md PY 2024 · Profit Sharing
Simon a Levit Md Profit Sharing Plan · $3M · 1 · 33rd
- NET $3M
- NET 1
- NET 33rd
- NET Profit Sharing
- NET near The Farmers Bank Amended and Restated Profit Plan
- NET ind #5618
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 Oklahoma →
Simon a Levit Md Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$35K |
| Employer EIN | 731187729 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Simon a Levit Md)
Sponsor-wide plan assets over time
All Simon a Levit Md plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 4.0464468389322095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $3M |
| 2023 | 1 | N/A | $3M |
| 2024 | 1 | 1 | $3M |
Nearby Profit Sharing Plans in Oklahoma
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dolese Bros. Co. Profit Sharing Plan $145M · 788
- Family & Children's Services 403(b) Plan $47M · 1,086
- Eskridge Auto Group Profit Sharing Plan $28M · 156
- Veenker Resources, Inc. Profit Sharing Plan $24M · 11
- Messer-Bowers Profit Sharing Plan $10M · 39
Simon a Levit Md Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oklahoma, the nearest Profit Sharing by assets is The Farmers Bank Amended and Restated Profit Plan in GA ($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.