Profit Sharing · DOL Form 5500 · 2022

Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
30th
Percentile by assets National rank
$373,314
Avg per participant High balance/head
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Official DOL plan name: Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan · Sponsored by Lloyd K. Klausner, D.M.D., P.C. · New York · Healthcare & Social Assistance

$1M in assets, 4 participants

Lloyd K. Klausner, D.M.D., P.C.'s Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,770 in Healthcare & Social Assistance (20,060 peers)

Lloyd K. Klausner, D.M.D., P.C. multi-year trail

Lloyd K. Klausner, D.M.D., P.C.'s plans moved +40.1% in assets from 2022 to 2024; this filing shows Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan at $1M / 4 participants.

#5,770
in Healthcare & Social Assistance (20,060 peers)
-10.5%
assets change YoY

The plan reported a net loss of $175K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan among the smaller filed plans by assets

Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan vs every filed plan by assets

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

$1,493,254 30th percentile higher than 30% 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

Lloyd K. Klausner, D.M.D., P.C. 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. Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 200067997 · Lloyd K. Klausner, D.M.D., P.C. PY 2022 · Profit Sharing

Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan · $1M · 4 · 30th

  • EBSA $1M
  • EBSA 4
  • EBSA 30th
  • EBSA Profit Sharing
  • EBSA near Mario Ramirez Carmoega Retirement Plan
  • EBSA ind #5770

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 →

Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan in the asset neighbourhood

Lloyd K. Klausner, D.M.D., P.C. Profit Sharing PlanLloyd K. Klausner, D.M.D., P…$1MMario Ramirez Carmoega Retirement PlanMario Ramirez Carmoega Retir…$1MWu Ming Yeh Dental Office Psp$1MPaynet Merchant Services, Inc. Profit Sharing Plan and TrustPaynet Merchant Services, In…$1MJ. Victor Construction Company, Inc Profit Sharing PlanJ. Victor Construction Compa…$1M
End-of-year total assets ($M) among Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Lloyd K. Klausner, D.M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Lloyd K. Klausner, D.M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 40.07134754033808% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.49M $2.09M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $2M
2024 1 4 $2M

Lloyd K. Klausner, D.M.D., P.C. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$175K
Employer EIN200067997
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan 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 ($B) Participants Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan, Total assets ($B): 0.001493254 · Participants: 4Lloyd K. Klausner, D.M.D., P.C. Profit Sharing PlanAnnuity 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
Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan side-by-side with 3 peers →

Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Mario Ramirez Carmoega Retirement Plan in PR ($1M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan assets move in 2022? ▼
Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan pulled back noticeably - down 10.5% during 2022, from $2M to $1M. Reported net income was -$175K.
How have Lloyd K. Klausner, D.M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lloyd K. Klausner, D.M.D., P.C.'s sponsor-wide assets grew 40.1%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mario Ramirez Carmoega Retirement Plan in PR ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Lloyd K. Klausner, D.M.D., P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 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 200067997.

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.