Profit Sharing · DOL Form 5500 · 2022
Periodontal Associates, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $18M
- Total assets
- 24
- Participants
- 75th
- Percentile by assets
- $736,624
- Avg per participant
Official DOL plan name: Periodontal Associates, Inc. Profit-Sharing Plan and Trust · Sponsored by Periodontal Associates, Inc. · Ohio · Healthcare & Social Assistance
$18M in assets, 24 participants
Periodontal Associates, Inc.'s Periodontal Associates, Inc. Profit-Sharing Plan and Trust reported $18M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 139,126 plans)
- #15,934 in Healthcare & Social Assistance (20,060 peers)
Where Periodontal Associates, Inc. Profit-Sharing Plan and Trust sits by assets
Periodontal Associates, Inc. Profit-Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $18M for 24 participants (~$736,624/participant), down 32.6% in 2022.
- $18M
- total plan assets (2022 EOY)
- 24
- covered participants
- 75th
- percentile by assets (of 139,126 plans)
- $736,624
- avg assets per participant
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Periodontal Associates, Inc. Profit-Sharing Plan and Trust vs the 2022 asset distribution
By assets, Periodontal Associates, Inc. Profit-Sharing Plan and Trust outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$9M |
| Employer EIN | 341152033 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Periodontal Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $18M |
| 2023 | 1 | 24 | $17M |
| 2024 | 1 | 27 | $16M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Periodontal Associates, Inc. Profit-Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Periodontal Associates, Inc. Profit-Sharing Plan and Trust by total assets, not by location.
- Element Care, Inc. 403(b) Plan (MA) $18M · 325
- The Putney School 403-B Plan (VT) $18M · 72
- Lifestream 403(b) Plan (CA) $18M · 443
- See's Profit Sharing Plan (CA) $18M · 455
Frequently Asked Questions
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Ways to act on Periodontal Associates, Inc. Profit-Sharing Plan and Trust's numbers.
- By total assets, Periodontal Associates, Inc. Profit-Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Periodontal Associates, Inc.'s sponsor-wide assets have declined 10.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans