Profit Sharing · DOL Form 5500 · 2024

Stan E. Potocki Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
33rd
Percentile by assets National rank
$177,899
Avg per participant Above avg balance/head
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Official DOL plan name: Stan E Potocki Md Professional Association Profit Sharing Plan · Sponsored by Stan E. Potocki · Texas · Healthcare & Social Assistance

$3M in assets, 15 participants

Stan E. Potocki's Stan E Potocki Md Professional Association Profit Sharing Plan reported $3M in total assets and 15 participants 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.

  • #5,448 in Healthcare & Social Assistance (16,916 peers)

Stan E. Potocki multi-year trail

Stan E. Potocki's plans moved +35.9% in assets from 2022 to 2024; this filing shows Stan E Potocki Md Professional Association Profit Sharing Plan at $3M / 15 participants.

#5,448
in Healthcare & Social Assistance (16,916 peers)
+10.7%
assets growth YoY

Stan E Potocki Md Professional Association Profit Sharing Plan among the smaller filed plans by assets

Stan E Potocki Md Professional Association Profit Sharing Plan vs every filed plan by assets

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

$2,668,483 33rd percentile higher than 33% 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

Stan E Potocki Md Professional Association Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stan E Potocki Md Professional Association Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stan E Potocki Md Professional Association Profit Sharing Plan reported net income fell from $447K in the plan year 2023 filing to $258K in the plan year 2024 filing.
  • Stan E Potocki Md Professional Association Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 751761323 · Stan E. Potocki PY 2024 · Profit Sharing

Stan E Potocki Md Professional Association Profit Sharing Plan · $3M · 15 · 33rd

  • EIN $3M
  • EIN 15
  • EIN 33rd
  • EIN Profit Sharing
  • EIN near French Camp Academy Employer Savings Plan
  • EIN ind #5448

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 Texas →

Stan E Potocki Md Professional Association Profit Sharing Plan in the asset neighbourhood

Stan E Potocki Md Professional Association Profit Sharing PlanStan E Potocki Md Profession…$3MFrench Camp Academy Employer Savings PlanFrench Camp Academy Employer…$3MMaria H. Berrocal Retirement PlanMaria H. Berrocal Retirement…$3MF. Melendez Quinones Retirement PlanF. Melendez Quinones Retirem…$3MCorbett Companies Defined Contribution PlanCorbett Companies Defined Co…$3M
End-of-year total assets ($M) among Stan E Potocki Md Professional Association Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Stan E. Potocki multi-year asset trail

Sponsor-wide plan assets over time

All Stan E. Potocki plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.90717407026372% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.96M $2.67M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 N/A $2M
2023 1 15 $2M
2024 1 15 $3M

Stan E. Potocki filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$258K
Employer EIN751761323
Plan Effective Date1981-06-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Stan E Potocki Md Professional Association Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Stan E Potocki Md Professional Association Profit Sharing Plan, Total assets ($B): 0.002668483 · Participants: 15Stan E Potocki Md Professional Association Profit Sharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Stan E Potocki Md Professional Association Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Stan E Potocki Md Professional Association Profit Sharing Plan side-by-side with 3 peers →

Stan E Potocki Md Professional Association Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is French Camp Academy Employer Savings Plan in MS ($3M); by covered participants it is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Stan E Potocki Md Professional Association Profit Sharing Plan assets move in 2024? ▼
Stan E Potocki Md Professional Association Profit Sharing Plan grew at a solid clip - up 10.7% during 2024, from $2M to $3M. Reported net income was $258K.
How have Stan E. Potocki plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stan E. Potocki's sponsor-wide assets grew 35.9%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Stan E Potocki Md Professional Association Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is French Camp Academy Employer Savings Plan in MS ($3M, 90 participants).
Which Profit Sharing plans cover a similar participant headcount to Stan E Potocki Md Professional Association Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (15 participants, $11M 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 751761323.

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.