Profit Sharing · DOL Form 5500 · 2022
Doleski & Wolford Orthodontics, P.C. Profit Sharing Plan
Data updated 2026-08-11
- $7M
- Total assets
- 16
- Participants
- 58th
- Percentile by assets
- $451,911
- Avg per participant
Official DOL plan name: Doleski & Wolford Orthodontics PC Retirement Plan · Sponsored by Doleski & Wolford Orthodontics, P.C. · Pennsylvania · Healthcare & Social Assistance
$7M in assets, 16 participants
Doleski & Wolford Orthodontics, P.C.'s Doleski & Wolford Orthodontics PC Retirement Plan reported $7M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- 58th percentile by assets (of 139,126 plans)
- #12,842 in Healthcare & Social Assistance (20,060 peers)
Doleski & Wolford Orthodontics, P.C. multi-year trail
Doleski & Wolford Orthodontics, P.C.'s plans moved +57.1% in assets from 2022 to 2024; this filing shows Doleski & Wolford Orthodontics PC Retirement Plan at $7M / 16 participants.
- $7M
- total plan assets (2022 EOY)
- 16
- covered participants
- 58th
- percentile by assets (of 139,126 plans)
- $451,911
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Doleski & Wolford Orthodontics, P.C. across 3 plan years on file
Across the 3 plan years Doleski & Wolford Orthodontics, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $11M, a gain of 57.1%, while reported participants moved from 16 to 17 (+6.3%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($7M).
Doleski & Wolford Orthodontics, P.C. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $7M |
| 2023 | 1 | 15 | $9M |
| 2024 | 1 | 17 | $11M |
Doleski & Wolford Orthodontics, P.C. filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 204076998 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Doleski & Wolford Orthodontics PC Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
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Profit Sharing plans in other states closest to Doleski & Wolford Orthodontics PC Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Doleski & Wolford Orthodontics PC Retirement Plan's numbers.
- By total assets, Doleski & Wolford Orthodontics PC Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Doleski & Wolford Orthodontics, P.C.'s sponsor-wide assets have grown 57.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans