Profit Sharing · DOL Form 5500 · 2022
Doleski & Wolford Orthodontics, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $451,911
- Avg per participant High balance/head
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.
- #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.
- #12,842
- in Healthcare & Social Assistance (20,060 peers)
- -23.8%
- assets change YoY
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 PC Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Doleski & Wolford Orthodontics PC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,230,573 Top 42% higher than 58% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Doleski & Wolford Orthodontics PC Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Doleski & Wolford Orthodontics PC Retirement Plan is a small filing (16 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 204076998 · Doleski & Wolford Orthodontics, P.C. PY 2022 · Profit Sharing
Doleski & Wolford Orthodontics PC Retirement Plan · $7M · 16 · 58th
- TYPE $7M
- NET 16
- BOOK 58th
- VS-ST Profit Sharing
- BOY near Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Annuity Plan
- SCH ind #12842
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 Pennsylvania →
Doleski & Wolford Orthodontics PC Retirement Plan in the asset neighbourhood
Doleski & Wolford Orthodontics, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Doleski & Wolford Orthodontics, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 57.12991211069994% vs 2022
- 2024 filing year
| 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.
- 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
Doleski & Wolford Orthodontics PC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Annuity Plan in NY ($7M); by covered participants it is Mincey Enterprises Inc. Retirement Plan in VA (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 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.