Profit Sharing · DOL Form 5500 · 2024
James a Vitale Od PC Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $376,134
- Avg per participant High balance/head
Official DOL plan name: James a Vitale O.D. Ltd. Profit Sharing Plan · Sponsored by James a Vitale Od PC · Illinois · Healthcare & Social Assistance
$2M in assets, 5 participants
James a Vitale Od PC's James a Vitale O.D. Ltd. Profit Sharing Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #4,506 in Healthcare & Social Assistance (16,916 peers)
James a Vitale Od PC multi-year trail
James a Vitale Od PC's plans moved +12.7% in assets from 2022 to 2024; this filing shows James a Vitale O.D. Ltd. Profit Sharing Plan at $2M / 5 participants.
- #4,506
- in Healthcare & Social Assistance (16,916 peers)
- +4.6%
- assets growth YoY
James a Vitale O.D. Ltd. Profit Sharing Plan among the smaller filed plans by assets
James a Vitale O.D. Ltd. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,880,670 29th percentile higher than 29% 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
James a Vitale O.D. Ltd. 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. James a Vitale O.D. Ltd. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James a Vitale O.D. Ltd. Profit Sharing Plan reported net income fell from $128K in the plan year 2023 filing to $83K in the plan year 2024 filing.
- James a Vitale O.D. Ltd. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 364078970 · James a Vitale Od PC PY 2024 · Profit Sharing
James a Vitale O.D. Ltd. Profit Sharing Plan · $2M · 5 · 29th
- SCH $2M
- SCH 5
- SCH 29th
- SCH Profit Sharing
- SCH near Gustin M Ho Md Profit Sharing Plan
- SCH ind #4506
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 →
James a Vitale O.D. Ltd. Profit Sharing Plan in the asset neighbourhood
James a Vitale Od PC multi-year asset trail
Sponsor-wide plan assets over time
All James a Vitale Od PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 12.691964989253139% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 5 | $2M |
James a Vitale Od PC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $83K |
| Employer EIN | 364078970 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
James a Vitale O.D. Ltd. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Gustin M Ho Md Profit Sharing Plan in CA ($2M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.