401(k) · DOL Form 5500 · 2022

Marcus a. Castro, D.D.S. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
44th
Percentile by assets National rank
$395,763
Avg per participant High balance/head
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Official DOL plan name: Marcus a. Castro, D.D.S. Profit Sharing Plan · Sponsored by Marcus a. Castro, D.D.S. · Ohio · Healthcare & Social Assistance

$4M in assets, 9 participants

Marcus a. Castro, D.D.S.'s Marcus a. Castro, D.D.S. Profit Sharing Plan reported $4M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,667 in Healthcare & Social Assistance (20,060 peers)

Marcus a. Castro, D.D.S. multi-year trail

Marcus a. Castro, D.D.S.'s plans moved +43.5% in assets from 2022 to 2024; this filing shows Marcus a. Castro, D.D.S. Profit Sharing Plan at $4M / 9 participants.

#9,667
in Healthcare & Social Assistance (20,060 peers)
-14.2%
assets change YoY

The plan reported a net loss of $587K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marcus a. Castro, D.D.S. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Marcus a. Castro, D.D.S. Profit Sharing Plan vs every filed plan by assets

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

$3,561,870 44th percentile higher than 44% 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

Marcus a. Castro, D.D.S. 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. Marcus a. Castro, D.D.S. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 341712254 · Marcus a. Castro, D.D.S. PY 2022 · 401(k)

Marcus a. Castro, D.D.S. Profit Sharing Plan · $4M · 9 · 44th

  • SCH $4M
  • EBSA 9
  • PART 44th
  • TYPE 401(k)
  • NET near Premier Power Electric 401(k) Profit Sharing Plan
  • BOOK ind #9667

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 →

Marcus a. Castro, D.D.S. Profit Sharing Plan in the asset neighbourhood

Marcus a. Castro, D.D.S. Profit Sharing PlanMarcus a. Castro, D.D.S. Pro…$4MPremier Power Electric 401(k) Profit Sharing PlanPremier Power Electric 401(k…$4MAmerican Pavement Preservation 401(k) PlanAmerican Pavement Preservati…$4MThe Virginia Outdoors Foundation 401(k) PlanThe Virginia Outdoors Founda…$4MBusco, Inc. 401(k) Plan and TrustBusco, Inc. 401(k) Plan and …$4M
End-of-year total assets ($M) among Marcus a. Castro, D.D.S. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Marcus a. Castro, D.D.S. multi-year asset trail

Sponsor-wide plan assets over time

All Marcus a. Castro, D.D.S. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 43.45630244787148% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.56M $5.11M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 9 $4M
2023 1 9 $4M
2024 1 8 $5M

Marcus a. Castro, D.D.S. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$587K
Employer EIN341712254
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Marcus a. Castro, D.D.S. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Marcus a. Castro, D.D.S. Profit Sharing Plan, Total assets ($B): 0.00356187 · Participants: 9Marcus a. Castro, D.D.S. Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Marcus a. Castro, D.D.S. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Marcus a. Castro, D.D.S. Profit Sharing Plan side-by-side with 3 peers →

Marcus a. Castro, D.D.S. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Premier Power Electric 401(k) Profit Sharing Plan in WA ($4M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Marcus a. Castro, D.D.S. Profit Sharing Plan assets move in 2022? ▼
Marcus a. Castro, D.D.S. Profit Sharing Plan pulled back noticeably - down 14.2% during 2022, from $4M to $4M. Reported net income was -$587K.
How have Marcus a. Castro, D.D.S. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marcus a. Castro, D.D.S.'s sponsor-wide assets grew 43.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Marcus a. Castro, D.D.S. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Premier Power Electric 401(k) Profit Sharing Plan in WA ($4M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Marcus a. Castro, D.D.S. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 341712254.

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.