Profit Sharing · DOL Form 5500 · 2022

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan

Data updated 2026-08-25

$665K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$221,648
Avg per participant Above avg balance/head
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Official DOL plan name: Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust · Sponsored by Mark a. Peterson, D.M.D., P.a. · Florida · Healthcare & Social Assistance

$665K in assets, 3 participants

Mark a. Peterson, D.M.D., P.a.'s Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust reported $665K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,464 in Healthcare & Social Assistance (20,060 peers)

Mark a. Peterson, D.M.D., P.a. multi-year trail

Mark a. Peterson, D.M.D., P.a.'s plans moved +29.2% in assets from 2022 to 2024; this filing shows Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust at $665K / 3 participants.

#3,464
in Healthcare & Social Assistance (20,060 peers)
+5.8%
assets growth YoY

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust among the smaller filed plans by assets

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust vs every filed plan by assets

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

$664,945 21st percentile higher than 21% 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

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 593049406 · Mark a. Peterson, D.M.D., P.a. PY 2022 · Profit Sharing

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust · $665K · 3 · 21st

  • TYPE $665K
  • TYPE 3
  • TYPE 21st
  • TYPE Profit Sharing
  • TYPE near Blum & Colombe, Ltd. Retirement Plan
  • TYPE ind #3464

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 Florida →

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust in the asset neighbourhood

Alert Plating Company Profit Sharing PlanAlert Plating Company Profit…$665KAdvanced Gastroenterology, P. S. C. Profit Sharing Retirement PlanAdvanced Gastroenterology, P…$665KMark a. Peterson, D.M.D., P.a. Profit Sharing Plan and TrustMark a. Peterson, D.M.D., P.…$665KBlum & Colombe, Ltd. Retirement PlanBlum & Colombe, Ltd. Retirem…$665KM & J Martin Dental 401(k) PlanM & J Martin Dental 401(k) P…$665K
End-of-year total assets ($M) among Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Mark a. Peterson, D.M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Mark a. Peterson, D.M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$859K 29.165269307987877% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.66M $0.86M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 3 $665K
2023 1 3 $748K
2024 1 3 $859K

Mark a. Peterson, D.M.D., P.a. filing trail (2022)

Total Assets (Beginning of Year)$628K
Net Assets (End of Year)$665K
Net Income$37K
Employer EIN593049406
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust, Total assets ($B): 0.000664945 · Participants: 3Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and TrustRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust side-by-side with 3 peers →

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Blum & Colombe, Ltd. Retirement Plan in WI ($665K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust assets move in 2022? ▼
Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust grew at a solid clip - up 5.8% during 2022, from $628K to $665K. Reported net income was $37K.
How have Mark a. Peterson, D.M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark a. Peterson, D.M.D., P.a.'s sponsor-wide assets grew 29.2%, from $665K to $859K.
Where does Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust ranks in the 21st 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 Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Blum & Colombe, Ltd. Retirement Plan in WI ($665K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 593049406.

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.