401(k) · DOL Form 5500 · 2022

Richard S. Baum, Dmd Profit Sharing Plan 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$493,151
Avg per participant High balance/head
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Official DOL plan name: Richard S. Baum, Dmd Profit Sharing Plan · Sponsored by Richard S. Baum, Dmd Profit Sharing Plan · New Jersey · Healthcare & Social Assistance

$1M in assets, 3 participants

Richard S. Baum, Dmd Profit Sharing Plan's Richard S. Baum, Dmd Profit Sharing Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,736 in Healthcare & Social Assistance (20,060 peers)

Richard S. Baum, Dmd Profit Sharing Plan multi-year trail

Richard S. Baum, Dmd Profit Sharing Plan's plans moved +26.3% in assets from 2022 to 2023; this filing shows Richard S. Baum, Dmd Profit Sharing Plan at $1M / 3 participants.

#5,736
in Healthcare & Social Assistance (20,060 peers)
-13.9%
assets change YoY

The plan reported a net loss of $238K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard S. Baum, Dmd Profit Sharing Plan among the smaller filed plans by assets

Richard S. Baum, Dmd Profit Sharing Plan vs every filed plan by assets

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

$1,479,452 30th percentile higher than 30% 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

Richard S. Baum, Dmd 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. Richard S. Baum, Dmd Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 223163214 · Richard S. Baum, Dmd Profit Sharing Plan PY 2022 · 401(k)

Richard S. Baum, Dmd Profit Sharing Plan · $1M · 3 · 30th

  • IND $1M
  • IND 3
  • IND 30th
  • IND 401(k)
  • IND near Aare/Wet 401(k) Plan
  • IND ind #5736

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 New Jersey →

Richard S. Baum, Dmd Profit Sharing Plan in the asset neighbourhood

Richard S. Baum, Dmd Profit Sharing PlanRichard S. Baum, Dmd Profit …$1MAare/Wet 401(k) Plan$1MWhitebox Technologies, Inc 401(k) PlanWhitebox Technologies, Inc 4…$1MNorthland Truss Systems, Inc. 401(k) PlanNorthland Truss Systems, Inc…$1MDehra Miotke LLC 401(k) Profit Sharing Plan & TrustDehra Miotke LLC 401(k) Prof…$1M
End-of-year total assets ($M) among Richard S. Baum, Dmd Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Richard S. Baum, Dmd Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Richard S. Baum, Dmd Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.347323198049004% vs 2022
2023 filing year
$1.4M$1.6M$1.8M$2M 20222023 $1.48M $1.87M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $2M

Richard S. Baum, Dmd Profit Sharing Plan filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$238K
Employer EIN223163214
Plan Effective Date1998-12-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Richard S. Baum, Dmd Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Richard S. Baum, Dmd Profit Sharing Plan, Total assets ($B): 0.001479452 · Participants: 3Richard S. Baum, Dmd Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Richard S. Baum, Dmd Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Richard S. Baum, Dmd Profit Sharing Plan side-by-side with 3 peers →

Richard S. Baum, Dmd Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Aare/Wet 401(k) Plan in IL ($1M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

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 Richard S. Baum, Dmd Profit Sharing Plan assets move in 2022? ▼
Richard S. Baum, Dmd Profit Sharing Plan pulled back noticeably - down 13.9% during 2022, from $2M to $1M. Reported net income was -$238K.
How have Richard S. Baum, Dmd Profit Sharing Plan plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Richard S. Baum, Dmd Profit Sharing Plan's sponsor-wide assets grew 26.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Richard S. Baum, Dmd Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aare/Wet 401(k) Plan in IL ($1M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Richard S. Baum, Dmd Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (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 223163214.

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.