Profit Sharing · DOL Form 5500 · 2022

Edmund L Yepez, Dmd, Lc Profit Sharing Plan

Data updated 2026-08-25

$251K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$125,650
Avg per participant Near avg balance/head
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Official DOL plan name: Edmund L Yepez Dmd Lc Profit Sharing Plan · Sponsored by Edmund L Yepez, Dmd, Lc · Missouri · Healthcare & Social Assistance

$251K in assets, 2 participants

Edmund L Yepez, Dmd, Lc's Edmund L Yepez Dmd Lc Profit Sharing Plan reported $251K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,752 in Healthcare & Social Assistance (20,060 peers)

Edmund L Yepez, Dmd, Lc multi-year trail

Edmund L Yepez, Dmd, Lc's plans moved +28.8% in assets from 2022 to 2024; this filing shows Edmund L Yepez Dmd Lc Profit Sharing Plan at $251K / 2 participants.

#1,752
in Healthcare & Social Assistance (20,060 peers)
-17.8%
assets change YoY

The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edmund L Yepez Dmd Lc Profit Sharing Plan among the smaller filed plans by assets

Edmund L Yepez Dmd Lc Profit Sharing Plan vs every filed plan by assets

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

$251,300 12th percentile higher than 12% 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

Edmund L Yepez Dmd Lc 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. Edmund L Yepez Dmd Lc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 431879628 · Edmund L Yepez, Dmd, Lc PY 2022 · Profit Sharing

Edmund L Yepez Dmd Lc Profit Sharing Plan · $251K · 2 · 12th

  • ASSETS $251K
  • PCT 2
  • EIN 12th
  • RANK Profit Sharing
  • PHOTO near Schneider Sports Nutrition, Inc. Retirement Plan
  • IND ind #1752

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 Missouri →

Edmund L Yepez Dmd Lc Profit Sharing Plan in the asset neighbourhood

Edmund L Yepez Dmd Lc Profit Sharing PlanEdmund L Yepez Dmd Lc Profit…$251KSchneider Sports Nutrition, Inc. Retirement PlanSchneider Sports Nutrition, …$251KLmm Holdings Inc. Retirement PlanLmm Holdings Inc. Retirement…$251KKirberg Motors, Inc. Profit Sharing PlanKirberg Motors, Inc. Profit …$251KGianfranco Ricciardella, Cpa PC Profit Sharing PlanGianfranco Ricciardella, Cpa…$251K
End-of-year total assets ($M) among Edmund L Yepez Dmd Lc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Edmund L Yepez, Dmd, Lc multi-year asset trail

Sponsor-wide plan assets over time

All Edmund L Yepez, Dmd, Lc plans reported in each filing year

Latest sponsor-wide plan assets
$324K 28.785913251094307% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.25M $0.32M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 2 $251K
2023 1 2 $284K
2024 1 2 $324K

Edmund L Yepez, Dmd, Lc filing trail (2022)

Total Assets (Beginning of Year)$306K
Net Assets (End of Year)$251K
Net Income-$55K
Employer EIN431879628
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Missouri

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

Edmund L Yepez Dmd Lc Profit Sharing Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Edmund L Yepez Dmd Lc Profit Sharing Plan, Total assets ($B): 0.0002513 · Participants: 2Edmund L Yepez Dmd Lc Profit Sharing PlanBoilermakers National Annuity Trust, Total assets ($B): 1.171247772 · Participants: 18584Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.48981045 · Participants: 4856Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.I. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.3278638 · Participants: 3250I. B. E. W. Local Union No. 124 Annuity PlanPlumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.325358764 · Participants: 3378Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.301652557 · Participants: 6869Iron Workers St. Louis District Council Annuity Trust Fund
Edmund L Yepez Dmd Lc Profit Sharing Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants

Edmund L Yepez Dmd Lc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Schneider Sports Nutrition, Inc. Retirement Plan in NC ($251K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Edmund L Yepez Dmd Lc Profit Sharing Plan assets move in 2022?
Edmund L Yepez Dmd Lc Profit Sharing Plan declined sharply - down 17.8% during 2022, from $306K to $251K. Reported net income was -$55K.
How have Edmund L Yepez, Dmd, Lc plan assets changed over time?
Across 3 plan years on file (2022-2024), Edmund L Yepez, Dmd, Lc's sponsor-wide assets grew 28.8%, from $251K to $324K.
Where does Edmund L Yepez Dmd Lc Profit Sharing Plan rank by assets among Form 5500 filers?
Edmund L Yepez Dmd Lc Profit Sharing Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Edmund L Yepez Dmd Lc Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Schneider Sports Nutrition, Inc. Retirement Plan in NC ($251K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Edmund L Yepez Dmd Lc Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).