Profit Sharing · DOL Form 5500 · 2024

Alexander Corder Plunk & Shelly PC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Alexander Corder and Shelly PC Profit Sharing Plan · Sponsored by Alexander Corder Plunk & Shelly PC · Alabama · Professional & Technical Services

$2M in assets, 2 participants

Alexander Corder Plunk & Shelly PC's Alexander Corder and Shelly PC Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,442 in Professional & Technical Services (20,173 peers)

Alexander Corder Plunk & Shelly PC multi-year trail

Alexander Corder Plunk & Shelly PC's plans moved -10.6% in assets from 2022 to 2024; this filing shows Alexander Corder and Shelly PC Profit Sharing Plan at $2M / 2 participants.

#5,442
in Professional & Technical Services (20,173 peers)
-21.1%
assets change YoY

The plan reported a net loss of $617K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alexander Corder and Shelly PC Profit Sharing Plan among the smaller filed plans by assets

Alexander Corder and Shelly PC Profit Sharing Plan vs every filed plan by assets

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

$2,313,798 31st percentile higher than 31% 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

Alexander Corder and Shelly PC 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. Alexander Corder and Shelly PC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alexander Corder and Shelly PC Profit Sharing Plan reported net income fell from $341K in the plan year 2023 filing to -$617K in the plan year 2024 filing.
  • Alexander Corder and Shelly PC Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 630929898 · Alexander Corder Plunk & Shelly PC PY 2024 · Profit Sharing

Alexander Corder and Shelly PC Profit Sharing Plan · $2M · 2 · 31st

  • TYPE $2M
  • TYPE 2
  • TYPE 31st
  • TYPE Profit Sharing
  • TYPE near Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan
  • TYPE ind #5442

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Alexander Corder and Shelly PC Profit Sharing Plan in the asset neighbourhood

Lynn C. Grebe & Assoc., Inc. Employee Profit Sharing PlanLynn C. Grebe & Assoc., Inc.…$2MRobert a. Motel P.C., Profit Sharing PlanRobert a. Motel P.C., Profit…$2MAlexander Corder and Shelly PC Profit Sharing PlanAlexander Corder and Shelly …$2MLarry D. Rosenstein, a Professional Corporation Profit Sharing PlanLarry D. Rosenstein, a Profe…$2MCattaraugus Community Action , Inc. 403(b) PlanCattaraugus Community Action…$2M
End-of-year total assets ($M) among Alexander Corder and Shelly PC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Alexander Corder Plunk & Shelly PC multi-year asset trail

Sponsor-wide plan assets over time

All Alexander Corder Plunk & Shelly PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.63943184271476% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.59M $2.31M ▼ -10.8%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $2M

Alexander Corder Plunk & Shelly PC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$617K
Employer EIN630929898
Plan Effective Date1986-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Alexander Corder and Shelly PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -200204060 Total assets ($M) Participants Alexander Corder and Shelly PC Profit Sharing Plan, Total assets ($M): 2.313798 · Participants: 2Alexander Corder and Shelly PC Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 48.988463 · Participants: 2217The Health Care Authority for Baptist Health Matching Dollar PlanEwtn 403(b) Retirement Savings Plan, Total assets ($M): 40.769673 · Participants: 468Ewtn 403(b) Retirement Savings PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 34.666809 · Participants: 40Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.607066 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 27.311595 · Participants: 401Auto Investment, Inc. 401(k) Plan
Alexander Corder and Shelly PC Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Alexander Corder and Shelly PC Profit Sharing Plan side-by-side with 3 peers →

Alexander Corder and Shelly PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan in CA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Alexander Corder and Shelly PC Profit Sharing Plan assets move in 2024? ▼
Alexander Corder and Shelly PC Profit Sharing Plan declined sharply - down 21.1% during 2024, from $3M to $2M. Reported net income was -$617K.
How have Alexander Corder Plunk & Shelly PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alexander Corder Plunk & Shelly PC's sponsor-wide assets declined 10.6%, from $3M to $2M.
Which Profit Sharing plans are similar in size to Alexander Corder and Shelly PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan in CA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Alexander Corder and Shelly PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 630929898.

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.