Profit Sharing · DOL Form 5500 · 2022

Samuel V Rowe Dmd PA Profit Sharing Plan

Data updated 2026-08-25

$610K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$152,517
Avg per participant Above avg balance/head
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Official DOL plan name: Samuel V Rowe, D.M.D., P.a. Pension Trust · Sponsored by Samuel V Rowe Dmd PA · Florida · Healthcare & Social Assistance

$610K in assets, 4 participants

Samuel V Rowe Dmd PA's Samuel V Rowe, D.M.D., P.a. Pension Trust reported $610K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,246 in Healthcare & Social Assistance (20,060 peers)

Samuel V Rowe Dmd PA multi-year trail

Samuel V Rowe Dmd PA's plans moved +19.2% in assets from 2022 to 2024; this filing shows Samuel V Rowe, D.M.D., P.a. Pension Trust at $610K / 4 participants.

#3,246
in Healthcare & Social Assistance (20,060 peers)
-3.7%
assets change YoY

The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Samuel V Rowe, D.M.D., P.a. Pension Trust among the smaller filed plans by assets

Samuel V Rowe, D.M.D., P.a. Pension Trust vs every filed plan by assets

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

$610,067 20th percentile higher than 20% 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

Samuel V Rowe, D.M.D., P.a. Pension 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. Samuel V Rowe, D.M.D., P.a. Pension Trust is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 592163423 · Samuel V Rowe Dmd PA PY 2022 · Profit Sharing

Samuel V Rowe, D.M.D., P.a. Pension Trust · $610K · 4 · 20th

  • BOY $610K
  • SCH 4
  • EBSA 20th
  • PART Profit Sharing
  • TYPE near Central Ohio Eyecare Inc. Profit Sharing Plan
  • NET ind #3246

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 →

Samuel V Rowe, D.M.D., P.a. Pension Trust in the asset neighbourhood

Samuel V Rowe, D.M.D., P.a. Pension TrustSamuel V Rowe, D.M.D., P.a. …$610KCentral Ohio Eyecare Inc. Profit Sharing PlanCentral Ohio Eyecare Inc. Pr…$610KSand-Jar Ventures, Inc. Retirement PlanSand-Jar Ventures, Inc. Reti…$610KNo Payne No Gain, Inc. Profit Sharing PlanNo Payne No Gain, Inc. Profi…$610KDr. Alexander Graham Retirement PlanDr. Alexander Graham Retirem…$610K
End-of-year total assets ($M) among Samuel V Rowe, D.M.D., P.a. Pension Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Samuel V Rowe Dmd PA multi-year asset trail

Sponsor-wide plan assets over time

All Samuel V Rowe Dmd PA plans reported in each filing year

Latest sponsor-wide plan assets
$727K 19.210676860082582% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.61M $0.73M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 4 $610K
2023 1 4 $665K
2024 1 4 $727K

Samuel V Rowe Dmd PA filing trail (2022)

Total Assets (Beginning of Year)$634K
Net Assets (End of Year)$610K
Net Income-$24K
Employer EIN592163423
Plan Effective Date1990-01-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Samuel V Rowe, D.M.D., P.a. Pension Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Samuel V Rowe, D.M.D., P.a. Pension Trust, Total assets ($B): 0.000610067 · Participants: 4Samuel V Rowe, D.M.D., P.a. Pension 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
Samuel V Rowe, D.M.D., P.a. Pension Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Samuel V Rowe, D.M.D., P.a. Pension Trust side-by-side with 3 peers →

Samuel V Rowe, D.M.D., P.a. Pension Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Central Ohio Eyecare Inc. Profit Sharing Plan in OH ($610K); 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 Samuel V Rowe, D.M.D., P.a. Pension Trust assets move in 2022? ▼
Samuel V Rowe, D.M.D., P.a. Pension Trust edged down modestly - down 3.7% during 2022, from $634K to $610K. Reported net income was -$24K.
How have Samuel V Rowe Dmd PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuel V Rowe Dmd PA's sponsor-wide assets grew 19.2%, from $610K to $727K.
Where does Samuel V Rowe, D.M.D., P.a. Pension Trust rank by assets among Form 5500 filers? ▼
Samuel V Rowe, D.M.D., P.a. Pension Trust ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Samuel V Rowe, D.M.D., P.a. Pension Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Central Ohio Eyecare Inc. Profit Sharing Plan in OH ($610K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Samuel V Rowe, D.M.D., P.a. Pension 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 592163423.

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.