Profit Sharing · DOL Form 5500 · 2024

Petham P. Muthuswamy, M.D., S.C. Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
5
Participants Small participant base
65th
Percentile by assets National rank
$3.1M
Avg per participant High balance/head
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Official DOL plan name: Magnolia Profit Sharing Plan & Trust · Sponsored by Petham P. Muthuswamy, M.D., S.C. · Illinois · Healthcare & Social Assistance

$16M in assets, 5 participants

Petham P. Muthuswamy, M.D., S.C.'s Magnolia Profit Sharing Plan & Trust reported $16M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,869 in Healthcare & Social Assistance (16,916 peers)

Petham P. Muthuswamy, M.D., S.C. multi-year trail

Petham P. Muthuswamy, M.D., S.C.'s plans moved +43.1% in assets from 2022 to 2024; this filing shows Magnolia Profit Sharing Plan & Trust at $16M / 5 participants.

#11,869
in Healthcare & Social Assistance (16,916 peers)
+20.3%
assets growth YoY

Magnolia Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Magnolia Profit Sharing Plan & Trust vs every filed plan by assets

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

$15,528,837 Top 35% higher than 65% 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

Magnolia Profit Sharing Plan & 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. Magnolia Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Magnolia Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Magnolia Profit Sharing Plan & Trust end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 362993972 · Petham P. Muthuswamy, M.D., S.C. PY 2024 · Profit Sharing

Magnolia Profit Sharing Plan & Trust · $16M · 5 · 65th

  • ASSETS $16M
  • ASSETS 5
  • ASSETS 65th
  • ASSETS Profit Sharing
  • ASSETS near Carti Retirement Plan
  • ASSETS ind #11869

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 Illinois →

Magnolia Profit Sharing Plan & Trust in the asset neighbourhood

Magnolia Profit Sharing Plan & TrustMagnolia Profit Sharing Plan…$16MCarti Retirement Plan$16MCommunity Action Partnership of Ramsey and Washington Counties Tax Sheltered Investment Program 403(b) PlanCommunity Action Partnership…$16MSaint Elizabeth Community 403(b) Retirement PlanSaint Elizabeth Community 40…$16MAspyr Media 401(k) Plan$15M
End-of-year total assets ($M) among Magnolia Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Petham P. Muthuswamy, M.D., S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Petham P. Muthuswamy, M.D., S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.09719054205092% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.9M $15.5M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 5 $11M
2023 1 5 $13M
2024 1 5 $16M

Petham P. Muthuswamy, M.D., S.C. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN362993972
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Magnolia Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Magnolia Profit Sharing Plan & Trust, Total assets ($B): 0.015528837 · Participants: 5Magnolia Profit Sharing Plan & TrustW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.778311009 · Participants: 18584W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.469243854 · Participants: 24278Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 3.008828322 · Participants: 4364Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 2.023030159 · Participants: 15593Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.368713933 · Participants: 16059Carle Foundation Hospital and Affiliates Matching Tsa Plan
Magnolia Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants

Magnolia Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Carti Retirement Plan in AR ($16M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Magnolia Profit Sharing Plan & Trust assets move in 2024?
Magnolia Profit Sharing Plan & Trust grew sharply - up 20.3% during 2024, from $13M to $16M. Reported net income was $3M.
How have Petham P. Muthuswamy, M.D., S.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Petham P. Muthuswamy, M.D., S.C.'s sponsor-wide assets grew 43.1%, from $11M to $16M.
Which Profit Sharing plans are similar in size to Magnolia Profit Sharing Plan & Trust?
Among Profit Sharing plans in other states, the closest by assets is Carti Retirement Plan in AR ($16M, 264 participants).
Which Profit Sharing plans cover a similar participant headcount to Magnolia Profit Sharing Plan & Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K in assets).