Other · DOL Form 5500 · 2022

Julie a Staggers Dds PC Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$442,456
Avg per participant High balance/head
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Official DOL plan name: Juile a Staggers Profit Sharing Plan · Sponsored by Julie a Staggers Dds PC · Virginia · Healthcare & Social Assistance

$1M in assets, 3 participants

Julie a Staggers Dds PC's Juile a Staggers Profit Sharing Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,320 in Healthcare & Social Assistance (20,060 peers)

Julie a Staggers Dds PC multi-year trail

Julie a Staggers Dds PC's plans moved +42.2% in assets from 2022 to 2024; this filing shows Juile a Staggers Profit Sharing Plan at $1M / 3 participants.

#5,320
in Healthcare & Social Assistance (20,060 peers)
-22.1%
assets change YoY

The plan reported a net loss of $447K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Juile a Staggers Profit Sharing Plan among the smaller filed plans by assets

Juile a Staggers Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,327,368 28th percentile higher than 28% of 139,123 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 2022

Juile a Staggers Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Juile a Staggers Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 541654133 · Julie a Staggers Dds PC PY 2022 · Other

Juile a Staggers Profit Sharing Plan · $1M · 3 · 28th

  • NET $1M
  • BOOK 3
  • VS-ST 28th
  • BOY Other
  • SCH near Nevada Rural Hospital Partners 403 (B)
  • EBSA ind #5320

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 Virginia →

Juile a Staggers Profit Sharing Plan in the asset neighbourhood

Juile a Staggers Profit Sharing PlanJuile a Staggers Profit Shar…$1MNevada Rural Hospital Partners 403 (B)Nevada Rural Hospital Partne…$1MPlantation Village, Inc Retirement ProgramPlantation Village, Inc Reti…$1M403(b) Thrift Plan of Griffith Centers for Children, Inc.403(b) Thrift Plan of Griffi…$1MBruce Hersh Cpa Accountancy Corporation Profit Sharing PlanBruce Hersh Cpa Accountancy …$1M
End-of-year total assets ($M) among Juile a Staggers Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Julie a Staggers Dds PC multi-year asset trail

Sponsor-wide plan assets over time

All Julie a Staggers Dds PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.2129356742064% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.33M $1.89M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 4 $2M
2024 1 3 $2M

Julie a Staggers Dds PC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$447K
Employer EIN541654133
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Virginia

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

Juile a Staggers Profit Sharing Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Juile a Staggers Profit Sharing Plan, Total assets ($B): 0.001327368 · Participants: 3Juile a Staggers Profit Sharing PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
Juile a Staggers Profit Sharing Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Juile a Staggers Profit Sharing Plan side-by-side with 3 peers →

Juile a Staggers Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Nevada Rural Hospital Partners 403 (B) in NV ($1M); by covered participants it is United Cerebral Palsy of Land of Lincoln 403(b) Retirement Plan 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 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Juile a Staggers Profit Sharing Plan assets move in 2022? ▼
Juile a Staggers Profit Sharing Plan declined sharply - down 22.1% during 2022, from $2M to $1M. Reported net income was -$447K.
How have Julie a Staggers Dds PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Julie a Staggers Dds PC's sponsor-wide assets grew 42.2%, from $1M to $2M.
Which Other plans are similar in size to Juile a Staggers Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Nevada Rural Hospital Partners 403 (B) in NV ($1M, 7 participants).
Which Other plans cover a similar participant headcount to Juile a Staggers Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is United Cerebral Palsy of Land of Lincoln 403(b) Retirement Plan in IL (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541654133.

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.