Profit Sharing · DOL Form 5500 · 2022
Thomas D. Kozicki Dds Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $522,121
- Avg per participant High balance/head
Official DOL plan name: Thomas D. Kozicki Dds Serp · Sponsored by Thomas D. Kozicki Dds · Ohio · Healthcare & Social Assistance
$2M in assets, 3 participants
Thomas D. Kozicki Dds's Thomas D. Kozicki Dds Serp reported $2M 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.
- #5,958 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Thomas D. Kozicki Dds Serp declined sharply 16.0% in 2022 ($2M → $2M) for 3 participants.
- #5,958
- in Healthcare & Social Assistance (20,060 peers)
- -16.0%
- assets change YoY
The plan reported a net loss of $298K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Thomas D. Kozicki Dds Serp among the smaller filed plans by assets
Thomas D. Kozicki Dds Serp vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,566,362 30th percentile higher than 30% 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
Thomas D. Kozicki Dds Serp among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thomas D. Kozicki Dds Serp is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 550632622 · Thomas D. Kozicki Dds PY 2022 · Profit Sharing
Thomas D. Kozicki Dds Serp · $2M · 3 · 30th
- RANK $2M
- PHOTO 3
- IND 30th
- EOY Profit Sharing
- 5500 near Blackwell Intelligence Solutions 401(k)
- ASSETS ind #5958
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 →
Thomas D. Kozicki Dds Serp in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$298K |
| Employer EIN | 550632622 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Thomas D. Kozicki Dds Serp's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Blackwell Intelligence Solutions 401(k) in VA ($2M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M 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.