Profit Sharing · DOL Form 5500 · 2022

David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
39th
Percentile by assets National rank
$681,023
Avg per participant High balance/head
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Official DOL plan name: David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan · Sponsored by David E. Sbardellati, D.D.S., Inc. · California · Healthcare & Social Assistance

$3M in assets, 4 participants

David E. Sbardellati, D.D.S., Inc.'s David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan reported $3M in total assets and 4 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.

  • #8,342 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan declined sharply 19.4% in 2022 ($3M → $3M) for 4 participants.

#8,342
in Healthcare & Social Assistance (20,060 peers)
-19.4%
assets change YoY

The plan reported a net loss of $657K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,724,090 39th percentile higher than 39% 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

David E. Sbardellati, D.D.S., Inc. 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. David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 330042375 · David E. Sbardellati, D.D.S., Inc. PY 2022 · Profit Sharing

David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan · $3M · 4 · 39th

  • BOOK $3M
  • BOOK 4
  • BOOK 39th
  • BOOK Profit Sharing
  • BOOK near Kraftsow LLC Profit Sharing Plan
  • BOOK ind #8342

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 California →

David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan in the asset neighbourhood

Konexial, Inc. Retirement PlanKonexial, Inc. Retirement Pl…$3MHarold a. O'neil Company, Inc. Profit Sharing PlanHarold a. O'neil Company, In…$3MDavid E. Sbardellati, D.D.S., Inc. Profit Sharing PlanDavid E. Sbardellati, D.D.S.…$3MKraftsow LLC Profit Sharing PlanKraftsow LLC Profit Sharing …$3MLoving Care Inc. Profit Sharing PlanLoving Care Inc. Profit Shar…$3M
End-of-year total assets ($M) among David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$657K
Employer EIN330042375
Plan Effective Date1986-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan, Total assets ($B): 0.00272409 · Participants: 4David E. Sbardellati, D.D.S., Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan side-by-side with 3 peers →

David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Kraftsow LLC Profit Sharing Plan in FL ($3M); by covered participants it is Precision Signs, Inc. Retirement Plan in NC (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 David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan assets move in 2022? ▼
David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan declined sharply - down 19.4% during 2022, from $3M to $3M. Reported net income was -$657K.
Which Profit Sharing plans are similar in size to David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kraftsow LLC Profit Sharing Plan in FL ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to David E. Sbardellati, D.D.S., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Precision Signs, Inc. Retirement Plan in NC (4 participants, $346K 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 330042375.

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.