Profit Sharing · DOL Form 5500 · 2022

Periodontal Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
24
Participants Small participant base
75th
Percentile by assets National rank
$736,624
Avg per participant High balance/head
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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.

  • #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.

#15,934
in Healthcare & Social Assistance (20,060 peers)
-32.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Periodontal Associates, Inc. Profit-Sharing Plan and Trust vs every filed plan by assets

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

$17,678,980 Top 25% higher than 75% 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

Periodontal Associates, Inc. Profit-Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Periodontal Associates, Inc. Profit-Sharing Plan and Trust is a small filing (24 participants) on this national headcount ladder.

DOL schedule card

Filing strip 341152033 · Periodontal Associates, Inc. PY 2022 · Profit Sharing

Periodontal Associates, Inc. Profit-Sharing Plan and Trust · $18M · 24 · 75th

  • IND $18M
  • IND 24
  • IND 75th
  • IND Profit Sharing
  • IND near Element Care, Inc. 403(b) Plan
  • IND ind #15934

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 →

Periodontal Associates, Inc. Profit-Sharing Plan and Trust in the asset neighbourhood

Lifestream 403(b) Plan$18MPeriodontal Associates, Inc. Profit-Sharing Plan and TrustPeriodontal Associates, Inc.…$18MElement Care, Inc. 403(b) PlanElement Care, Inc. 403(b) Pl…$18MThe Putney School 403-B Plan$18MSee's Profit Sharing Plan$18M
End-of-year total assets ($M) among Periodontal Associates, Inc. Profit-Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$18M
Net Income-$9M
Employer EIN341152033
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Periodontal Associates, Inc.)

Sponsor-wide plan assets over time

All Periodontal Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 10.831999357428993% vs 2022
2024 filing year
$15M$16M$17M$18M 202220232024 $17.7M $15.8M ▼ -10.9%
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 Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Periodontal Associates, Inc. Profit-Sharing Plan and Trust, Total assets ($B): 0.01767898 · Participants: 24Periodontal Associates, Inc. Profit-Sharing Plan and TrustCleveland 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
Periodontal Associates, Inc. Profit-Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Periodontal Associates, Inc. Profit-Sharing Plan and Trust side-by-side with 3 peers →

Periodontal Associates, Inc. Profit-Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Element Care, Inc. 403(b) Plan in MA ($18M); by covered participants it is Gallery Leather Direct, Inc. Retirement Plan in ME (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Periodontal Associates, Inc. Profit-Sharing Plan and Trust assets move in 2022? ▼
Periodontal Associates, Inc. Profit-Sharing Plan and Trust contracted severely - down 32.6% during 2022, from $26M to $18M. Reported net income was -$9M.
How have Periodontal Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Periodontal Associates, Inc.'s sponsor-wide assets declined 10.8%, from $18M to $16M.
Where does Periodontal Associates, Inc. Profit-Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Periodontal Associates, Inc. Profit-Sharing Plan and Trust ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Periodontal Associates, Inc. Profit-Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Element Care, Inc. 403(b) Plan in MA ($18M, 325 participants).
Which Profit Sharing plans cover a similar participant headcount to Periodontal Associates, Inc. Profit-Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gallery Leather Direct, Inc. Retirement Plan in ME (24 participants, $1M 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 341152033.

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.