Profit Sharing · DOL Form 5500 · 2022

Stephen D. Cooke Dds, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
20
Participants Small participant base
53rd
Percentile by assets National rank
$286,478
Avg per participant High balance/head
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Official DOL plan name: Stephen D. Cooke, Dds, Inc. Profit Sharing Plan · Sponsored by Stephen D. Cooke Dds, Inc. · Ohio · Healthcare & Social Assistance

$6M in assets, 20 participants

Stephen D. Cooke Dds, Inc.'s Stephen D. Cooke, Dds, Inc. Profit Sharing Plan reported $6M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #11,871 in Healthcare & Social Assistance (20,060 peers)

Stephen D. Cooke Dds, Inc. multi-year trail

Stephen D. Cooke Dds, Inc.'s plans moved +15.3% in assets from 2022 to 2024; this filing shows Stephen D. Cooke, Dds, Inc. Profit Sharing Plan at $6M / 20 participants.

#11,871
in Healthcare & Social Assistance (20,060 peers)
-13.4%
assets change YoY

The plan reported a net loss of $890K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,729,556 Top 47% higher than 53% 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

Stephen D. Cooke, Dds, Inc. Profit Sharing 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. Stephen D. Cooke, Dds, Inc. Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 341346717 · Stephen D. Cooke Dds, Inc. PY 2022 · Profit Sharing

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan · $6M · 20 · 53rd

  • PCT $6M
  • PCT 20
  • PCT 53rd
  • PCT Profit Sharing
  • PCT near Human Rights First Retirement Plan
  • PCT ind #11871

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 Ohio →

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan in the asset neighbourhood

Stephen D. Cooke, Dds, Inc. Profit Sharing PlanStephen D. Cooke, Dds, Inc. …$6MHuman Rights First Retirement PlanHuman Rights First Retiremen…$6MLfw, Inc. Profit Sharing Plan$6MGreat Plains Federal Credit Union Profit Sharing PlanGreat Plains Federal Credit …$6MEpic Long Island, Inc. Tax Deferred Annunity PlanEpic Long Island, Inc. Tax D…$6M
End-of-year total assets ($M) among Stephen D. Cooke, Dds, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Stephen D. Cooke Dds, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stephen D. Cooke Dds, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.309039653334395% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $5.73M $6.61M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 20 $6M
2023 1 21 $6M
2024 1 19 $7M

Stephen D. Cooke Dds, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$890K
Employer EIN341346717
Plan Effective Date1981-10-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Stephen D. Cooke, Dds, Inc. Profit Sharing Plan, Total assets ($B): 0.005729556 · Participants: 20Stephen D. Cooke, Dds, Inc. Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Stephen D. Cooke, Dds, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Stephen D. Cooke, Dds, Inc. Profit Sharing Plan side-by-side with 3 peers →

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Human Rights First Retirement Plan in NY ($6M); by covered participants it is Spiro State Bank Employees Profit Sharing Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Stephen D. Cooke, Dds, Inc. Profit Sharing Plan assets move in 2022? ▼
Stephen D. Cooke, Dds, Inc. Profit Sharing Plan pulled back noticeably - down 13.4% during 2022, from $7M to $6M. Reported net income was -$890K.
How have Stephen D. Cooke Dds, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen D. Cooke Dds, Inc.'s sponsor-wide assets grew 15.3%, from $6M to $7M.
Which Profit Sharing plans are similar in size to Stephen D. Cooke, Dds, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Human Rights First Retirement Plan in NY ($6M, 58 participants).
Which Profit Sharing plans cover a similar participant headcount to Stephen D. Cooke, Dds, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Spiro State Bank Employees Profit Sharing Plan in OK (20 participants, $3M 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 341346717.

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.