Profit Sharing · DOL Form 5500 · 2024

Sobel Medical Consultants, PC Profit Sharing Plan

Data updated 2026-08-11

$34M
Total assets
21
Participants
79th
Percentile by assets
$1.6M
Avg per participant
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Official DOL plan name: Sobel Medical Consultants, PC Profit Sharing Plan · Sponsored by Sobel Medical Consultants, PC · Arizona · Healthcare & Social Assistance

$34M in assets, 21 participants

Sobel Medical Consultants, PC's Sobel Medical Consultants, PC Profit Sharing Plan reported $34M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 123,622 plans)
  • #13,886 in Healthcare & Social Assistance (16,916 peers)

Where Sobel Medical Consultants, PC Profit Sharing Plan sits by assets

Sobel Medical Consultants, PC Profit Sharing Plan sits in the top quartile of all filed plans by assets, $34M for 21 participants (~$1.6M/participant), up 32.1% in 2024.

$34M
total plan assets (2024 EOY)
21
covered participants
79th
percentile by assets (of 123,622 plans)
$1.6M
avg assets per participant

Where Sobel Medical Consultants, PC Profit Sharing Plan sits by total assets

Sobel Medical Consultants, PC Profit Sharing Plan vs every filed plan by assets

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

$33,582,950 Top 21% higher than 79% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sobel Medical Consultants, PC Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Sobel Medical Consultants, PC Profit Sharing Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Sobel Medical Consultants, PC Profit Sharing Plan reported participants rose from 20 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Sobel Medical Consultants, PC Profit Sharing Plan vs the 2024 asset distribution

By assets, Sobel Medical Consultants, PC Profit Sharing Plan outranks 79% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$34M
Net Income$8M
Employer EIN860421416
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sobel Medical Consultants, PC)

$10M$20M$30M$40M 202220232024 $14.4M $33.6M ▲ +132.5%
Total plan assets by year, all Sobel Medical Consultants, PC plans on file
Year Plans Participants Total Assets
2022 1 21 $14M
2023 1 20 $25M
2024 1 21 $34M

Nearby Profit Sharing Plans in Arizona

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

Sobel Medical Consultants, PC Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -20000200040006000 304050607080 Total assets ($M) Participants Sobel Medical Consul…, Total assets ($M): 33.58295 · Participants: 21Sobel Medical Consul…Preferred Employer P…, Total assets ($M): 75.769033 · Participants: 415Preferred Employer P…Kitchell Affiliates …, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates …Food & Beverage Work…, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Work…M R Sheet Metal Mfg …, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg …Center for Biologica…, Total assets ($M): 33.775352 · Participants: 187Center for Biologica…
Sobel Medical Consultants, PC Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Sobel Medical Consultants, PC Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Sobel Medical Consultants, PC Profit Sharing Plan assets move in 2024?
Sobel Medical Consultants, PC Profit Sharing Plan surged - up 32.1% during 2024, from $25M to $34M. Reported net income was $8M.
How have Sobel Medical Consultants, PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Sobel Medical Consultants, PC's sponsor-wide assets grew 132.5%, from $14M to $34M.
Where does Sobel Medical Consultants, PC Profit Sharing Plan rank by assets among Form 5500 filers?
Sobel Medical Consultants, PC Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Sobel Medical Consultants, PC Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Saint Martin's University 403(b) Plan in WA ($34M, 453 participants).

Next read for Sobel Medical Consultants, PC Profit Sha…

Scale reading

Ways to act on Sobel Medical Consultants, PC Profit Sharing Plan's numbers.