Other · DOL Form 5500 · 2024

Drs Kelley & Mcdowell PA Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$434,537
Avg per participant High balance/head
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Official DOL plan name: Self Directed Profit Sharing Retirment Plan · Sponsored by Drs Kelley & Mcdowell PA · South Carolina · Healthcare & Social Assistance

$1M in assets, 3 participants

Drs Kelley & Mcdowell PA's Self Directed Profit Sharing Retirment Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,690 in Healthcare & Social Assistance (16,916 peers)

Drs Kelley & Mcdowell PA multi-year trail

Drs Kelley & Mcdowell PA's plans moved +46.1% in assets from 2022 to 2024; this filing shows Self Directed Profit Sharing Retirment Plan at $1M / 3 participants.

#3,690
in Healthcare & Social Assistance (16,916 peers)
+14.9%
assets growth YoY

Self Directed Profit Sharing Retirment Plan among the smaller filed plans by assets

Self Directed Profit Sharing Retirment Plan vs every filed plan by assets

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

$1,303,612 25th percentile higher than 25% 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

Self Directed Profit Sharing Retirment 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. Self Directed Profit Sharing Retirment Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Self Directed Profit Sharing Retirment Plan reported net income fell from $242K in the plan year 2023 filing to $169K in the plan year 2024 filing.
  • Self Directed Profit Sharing Retirment Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Self Directed Profit Sharing Retirment Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 570564674 · Drs Kelley & Mcdowell PA PY 2024 · Other

Self Directed Profit Sharing Retirment Plan · $1M · 3 · 25th

  • EBSA $1M
  • PART 3
  • TYPE 25th
  • NET Other
  • BOOK near Gordon Management Co., Inc. Profit Sharing Plan and Trust
  • VS-ST ind #3690

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 South Carolina →

Self Directed Profit Sharing Retirment Plan in the asset neighbourhood

Mm Fashion Retirement Plan$1MSelf Directed Profit Sharing Retirment PlanSelf Directed Profit Sharing…$1MGordon Management Co., Inc. Profit Sharing Plan and TrustGordon Management Co., Inc. …$1MMixteco/Indigena Community Organizing Project 403(b) PlanMixteco/Indigena Community O…$1MBennett College Tax Deferred Annuity PlanBennett College Tax Deferred…$1M
End-of-year total assets ($M) among Self Directed Profit Sharing Retirment Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Drs Kelley & Mcdowell PA multi-year asset trail

Sponsor-wide plan assets over time

All Drs Kelley & Mcdowell PA plans reported in each filing year

Latest sponsor-wide plan assets
$1M 46.05020513613376% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.89M $1.3M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 4 $893K
2023 1 4 $1M
2024 1 3 $1M

Drs Kelley & Mcdowell PA filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$169K
Employer EIN570564674
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in South Carolina

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

Self Directed Profit Sharing Retirment Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50005001000 Total assets ($M) Participants Self Directed Profit Sharing Retirment Plan, Total assets ($M): 1.303612 · Participants: 3Self Directed Profit Sharing Retirment PlanPrisma Health 401(a) Plan, Total assets ($M): 938.584818 · Participants: 29196Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 664.461024 · Participants: 6443Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 346.776758 · Participants: 1412Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 236.968332 · Participants: 3605Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 203.055499 · Participants: 2284Tidelands Health 403(b) Retirement Savings Plan
Self Directed Profit Sharing Retirment Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Self Directed Profit Sharing Retirment Plan side-by-side with 3 peers →

Self Directed Profit Sharing Retirment Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Gordon Management Co., Inc. Profit Sharing Plan and Trust in MI ($1M); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Self Directed Profit Sharing Retirment Plan assets move in 2024? ▼
Self Directed Profit Sharing Retirment Plan grew at a solid clip - up 14.9% during 2024, from $1M to $1M. Reported net income was $169K.
How have Drs Kelley & Mcdowell PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drs Kelley & Mcdowell PA's sponsor-wide assets grew 46.1%, from $893K to $1M.
Where does Self Directed Profit Sharing Retirment Plan rank by assets among Form 5500 filers? ▼
Self Directed Profit Sharing Retirment Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Other plans are similar in size to Self Directed Profit Sharing Retirment Plan? ▼
Among Other plans in other states, the closest by assets is Gordon Management Co., Inc. Profit Sharing Plan and Trust in MI ($1M, 34 participants).
Which Other plans cover a similar participant headcount to Self Directed Profit Sharing Retirment Plan? ▼
Among Other plans in other states, the closest by covered participants is Single K in IL (3 participants, $357K 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 570564674.

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.