Profit Sharing · DOL Form 5500 · 2022

Ilse W Berube Dmd PA Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$318,589
Avg per participant High balance/head
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Official DOL plan name: Ilse W Berube Dmd PA Profit Sharing Plan & Trust · Sponsored by Ilse W Berube Dmd PA · Florida · Healthcare & Social Assistance

$1M in assets, 4 participants

Ilse W Berube Dmd PA's Ilse W Berube Dmd PA Profit Sharing Plan & Trust reported $1M in total assets and 4 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.

  • #5,179 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Ilse W Berube Dmd PA Profit Sharing Plan & Trust pulled back noticeably 11.2% in 2022 ($1M → $1M) for 4 participants.

#5,179
in Healthcare & Social Assistance (20,060 peers)
-11.2%
assets change YoY

The plan reported a net loss of $160K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ilse W Berube Dmd PA Profit Sharing Plan & Trust among the smaller filed plans by assets

Ilse W Berube Dmd PA Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,274,356 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

Ilse W Berube Dmd PA Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ilse W Berube Dmd PA Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 270226449 · Ilse W Berube Dmd PA PY 2022 · Profit Sharing

Ilse W Berube Dmd PA Profit Sharing Plan & Trust · $1M · 4 · 28th

  • NET $1M
  • BOOK 4
  • VS-ST 28th
  • BOY Profit Sharing
  • SCH near Astute Business Solutions Profit Sharing Plan
  • EBSA ind #5179

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 Florida →

Ilse W Berube Dmd PA Profit Sharing Plan & Trust in the asset neighbourhood

Rinis Travel Service Profit Sharing PlanRinis Travel Service Profit …$1MIlse W Berube Dmd PA Profit Sharing Plan & TrustIlse W Berube Dmd PA Profit …$1MAstute Business Solutions Profit Sharing PlanAstute Business Solutions Pr…$1MHelder Technology Inc. Retirement PlanHelder Technology Inc. Retir…$1MMoon Valley Transportation Inc. Retirement PlanMoon Valley Transportation I…$1M
End-of-year total assets ($M) among Ilse W Berube Dmd PA Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ilse W Berube Dmd PA years around the 2022 move

Sponsor-wide plan assets over time

All Ilse W Berube Dmd PA plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.5M$1M$1.5M 20222023 $1.27M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 5 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$160K
Employer EIN270226449
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Ilse W Berube Dmd PA Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Ilse W Berube Dmd PA Profit Sharing Plan & Trust, Total assets ($B): 0.001274356 · Participants: 4Ilse W Berube Dmd PA Profit Sharing Plan & TrustRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Ilse W Berube Dmd PA Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Ilse W Berube Dmd PA Profit Sharing Plan & Trust side-by-side with 3 peers →

Ilse W Berube Dmd PA Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Astute Business Solutions Profit Sharing Plan in CA ($1M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Ilse W Berube Dmd PA Profit Sharing Plan & Trust assets move in 2022? ▼
Ilse W Berube Dmd PA Profit Sharing Plan & Trust pulled back noticeably - down 11.2% during 2022, from $1M to $1M. Reported net income was -$160K.
Which Profit Sharing plans are similar in size to Ilse W Berube Dmd PA Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Astute Business Solutions Profit Sharing Plan in CA ($1M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Ilse W Berube Dmd PA Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 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 270226449.

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.