Profit Sharing · DOL Form 5500 · 2022

Monte F. Person, D.D.S. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
39th
Percentile by assets National rank
$282,680
Avg per participant High balance/head
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Official DOL plan name: Monte F. Person, D.D.S. Profit Sharing Plan · Sponsored by Monte F. Person, D.D.S. · California · Healthcare & Social Assistance

$3M in assets, 10 participants

Monte F. Person, D.D.S.'s Monte F. Person, D.D.S. Profit Sharing Plan reported $3M in total assets and 10 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.

  • #8,529 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Monte F. Person, D.D.S. Profit Sharing Plan contracted severely 33.3% in 2022 ($4M → $3M) for 10 participants.

#8,529
in Healthcare & Social Assistance (20,060 peers)
-33.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monte F. Person, D.D.S. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Monte F. Person, D.D.S. Profit Sharing Plan vs every filed plan by assets

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

$2,826,804 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

Monte F. Person, D.D.S. 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. Monte F. Person, D.D.S. Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 942249007 · Monte F. Person, D.D.S. PY 2022 · Profit Sharing

Monte F. Person, D.D.S. Profit Sharing Plan · $3M · 10 · 39th

  • NET $3M
  • BOOK 10
  • VS-ST 39th
  • BOY Profit Sharing
  • SCH near Boyce, Hughes & Associates Profit Sharing Plan
  • EBSA ind #8529

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 →

Monte F. Person, D.D.S. Profit Sharing Plan in the asset neighbourhood

Monte F. Person, D.D.S. Profit Sharing PlanMonte F. Person, D.D.S. Prof…$3MBoyce, Hughes & Associates Profit Sharing PlanBoyce, Hughes & Associates P…$3MJose a. Carro Soto Profit Sharing Retirement PlanJose a. Carro Soto Profit Sh…$3MSouthern Vacuum Cooling, Inc. Profit Sharing PlanSouthern Vacuum Cooling, Inc…$3MAbbott & Company, Ltd. Profit Sharing Plan & Retirement TrustAbbott & Company, Ltd. Profi…$3M
End-of-year total assets ($M) among Monte F. Person, D.D.S. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Monte F. Person, D.D.S. years around the 2022 move

Sponsor-wide plan assets over time

All Monte F. Person, D.D.S. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.827533850949695% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.83M $2.63M ▼ -7.1%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 9 $3M
2024 1 N/A $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN942249007
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Monte F. Person, D.D.S. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Monte F. Person, D.D.S. Profit Sharing Plan, Total assets ($B): 0.002826804 · Participants: 10Monte F. Person, D.D.S. 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
Monte F. Person, D.D.S. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Monte F. Person, D.D.S. Profit Sharing Plan side-by-side with 3 peers →

Monte F. Person, D.D.S. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Boyce, Hughes & Associates Profit Sharing Plan in NY ($3M); by covered participants it is Khenricks Inc. Retirement Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Monte F. Person, D.D.S. Profit Sharing Plan assets move in 2022? ▼
Monte F. Person, D.D.S. Profit Sharing Plan contracted severely - down 33.3% during 2022, from $4M to $3M. Reported net income was -$1M.
How have Monte F. Person, D.D.S. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monte F. Person, D.D.S.'s sponsor-wide assets declined 6.8%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Monte F. Person, D.D.S. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Boyce, Hughes & Associates Profit Sharing Plan in NY ($3M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Monte F. Person, D.D.S. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Khenricks Inc. Retirement Plan in MN (10 participants, $884K 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 942249007.

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.