Profit Sharing · DOL Form 5500 · 2022
Yvonne Callas Dmd Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $938,814
- Avg per participant High balance/head
Official DOL plan name: Prudential Securities C/F Money Purchase and Profit Sharing Plan · Sponsored by Yvonne Callas Dmd · New Jersey · Healthcare & Social Assistance
$3M in assets, 3 participants
Yvonne Callas Dmd's Prudential Securities C/F Money Purchase and Profit Sharing Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #8,519 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Prudential Securities C/F Money Purchase and Profit Sharing Plan grew sharply 17.7% in 2022 ($2M → $3M) for 3 participants.
- #8,519
- in Healthcare & Social Assistance (20,060 peers)
- +17.7%
- assets growth YoY
Prudential Securities C/F Money Purchase and Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Prudential Securities C/F Money Purchase and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,816,441 39th percentile higher than 39% 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
Prudential Securities C/F Money Purchase and 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. Prudential Securities C/F Money Purchase and Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 222562271 · Yvonne Callas Dmd PY 2022 · Profit Sharing
Prudential Securities C/F Money Purchase and Profit Sharing Plan · $3M · 3 · 39th
- BOOK $3M
- VS-ST 3
- BOY 39th
- SCH Profit Sharing
- EBSA near The Contractors Retirement Plan
- PART ind #8519
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 New Jersey →
Prudential Securities C/F Money Purchase and Profit Sharing Plan in the asset neighbourhood
Yvonne Callas Dmd years around the 2022 move
Sponsor-wide plan assets over time
All Yvonne Callas Dmd plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 3 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $424K |
| Employer EIN | 222562271 |
| Plan Effective Date | 1986-12-23 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Prudential Securities C/F Money Purchase and Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is The Contractors Retirement Plan in CA ($3M); by covered participants it is Prairiestar Enterprises, Inc. Profit Sharing Plan in KS (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- The Contractors Retirement Plan (CA) $3M · 351
- Campofresco Corp. Retirement Plan (PR) $3M · 161
- Expressions Profit Sharing Plan (RI) $3M · 139
- Craig W. Beaver Profit Sharing Plan (ID) $3M · 3
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.