Profit Sharing · DOL Form 5500 · 2022

John O'brien Dds, P.C. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
26th
Percentile by assets National rank
$138,283
Avg per participant Near avg balance/head
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Official DOL plan name: John O'brien Dds, P.C. Profit Sharing Plan and Trust · Sponsored by John O'brien Dds, P.C. · New York · Healthcare & Social Assistance

$1M in assets, 8 participants

John O'brien Dds, P.C.'s John O'brien Dds, P.C. Profit Sharing Plan and Trust reported $1M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,749 in Healthcare & Social Assistance (20,060 peers)

John O'brien Dds, P.C. multi-year trail

John O'brien Dds, P.C.'s plans moved +42.6% in assets from 2022 to 2024; this filing shows John O'brien Dds, P.C. Profit Sharing Plan and Trust at $1M / 8 participants.

#4,749
in Healthcare & Social Assistance (20,060 peers)
-9.5%
assets change YoY

The plan reported a net loss of $117K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

John O'brien Dds, P.C. Profit Sharing Plan and Trust among the smaller filed plans by assets

John O'brien Dds, P.C. Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,106,266 26th percentile higher than 26% 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

John O'brien Dds, P.C. 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. John O'brien Dds, P.C. Profit Sharing Plan and Trust is a micro filing (8 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 222283475 · John O'brien Dds, P.C. PY 2022 · Profit Sharing

John O'brien Dds, P.C. Profit Sharing Plan and Trust · $1M · 8 · 26th

  • BOY $1M
  • SCH 8
  • EBSA 26th
  • PART Profit Sharing
  • TYPE near Dale R Schmid Dds PC Employees' Profit Sharing Trust
  • NET ind #4749

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 York →

John O'brien Dds, P.C. Profit Sharing Plan and Trust in the asset neighbourhood

John O'brien Dds, P.C. Profit Sharing Plan and TrustJohn O'brien Dds, P.C. Profi…$1MDale R Schmid Dds PC Employees' Profit Sharing TrustDale R Schmid Dds PC Employe…$1MStuart Graham Company Employee Profit Sharing PlanStuart Graham Company Employ…$1MNorth Star Coal Company Non-Bargaining Employees' Profit Sharing PlanNorth Star Coal Company Non-…$1MMetro New Orleans Home Care, Inc. Retirement PlanMetro New Orleans Home Care,…$1M
End-of-year total assets ($M) among John O'brien Dds, P.C. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

John O'brien Dds, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All John O'brien Dds, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.624558650451156% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.11M $1.58M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 2 $1M
2024 1 2 $2M

John O'brien Dds, P.C. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$117K
Employer EIN222283475
Plan Effective Date1979-11-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

John O'brien Dds, P.C. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants John O'brien Dds, P.C. Profit Sharing Plan and Trust, Total assets ($B): 0.001106266 · Participants: 8John O'brien Dds, P.C. Profit Sharing Plan and TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
John O'brien Dds, P.C. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare John O'brien Dds, P.C. Profit Sharing Plan and Trust side-by-side with 3 peers →

John O'brien Dds, P.C. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Dale R Schmid Dds PC Employees' Profit Sharing Trust in IL ($1M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 John O'brien Dds, P.C. Profit Sharing Plan and Trust assets move in 2022? ▼
John O'brien Dds, P.C. Profit Sharing Plan and Trust pulled back noticeably - down 9.5% during 2022, from $1M to $1M. Reported net income was -$117K.
How have John O'brien Dds, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John O'brien Dds, P.C.'s sponsor-wide assets grew 42.6%, from $1M to $2M.
Which Profit Sharing plans are similar in size to John O'brien Dds, P.C. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Dale R Schmid Dds PC Employees' Profit Sharing Trust in IL ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to John O'brien Dds, P.C. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K 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 222283475.

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.