Profit Sharing · DOL Form 5500 · 2022

James Koretz, D.M.D. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$407,232
Avg per participant High balance/head
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Official DOL plan name: James Koretz, D.M.D. Profit Sharing Plan · Sponsored by James Koretz, D.M.D. · New York · Healthcare & Social Assistance

$1M in assets, 3 participants

James Koretz, D.M.D.'s James Koretz, D.M.D. Profit Sharing Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #5,036 in Healthcare & Social Assistance (20,060 peers)

James Koretz, D.M.D. multi-year trail

James Koretz, D.M.D.'s plans moved +29.9% in assets from 2022 to 2024; this filing shows James Koretz, D.M.D. Profit Sharing Plan at $1M / 3 participants.

#5,036
in Healthcare & Social Assistance (20,060 peers)
-20.8%
assets change YoY

The plan reported a net loss of $321K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James Koretz, D.M.D. Profit Sharing Plan among the smaller filed plans by assets

James Koretz, D.M.D. Profit Sharing Plan vs every filed plan by assets

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

$1,221,695 27th percentile higher than 27% 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

James Koretz, D.M.D. 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. James Koretz, D.M.D. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 133147521 · James Koretz, D.M.D. PY 2022 · Profit Sharing

James Koretz, D.M.D. Profit Sharing Plan · $1M · 3 · 27th

  • RANK $1M
  • PHOTO 3
  • IND 27th
  • EOY Profit Sharing
  • 5500 near Landmark Produce Sales Profit Sharing Plan
  • ASSETS ind #5036

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 →

James Koretz, D.M.D. Profit Sharing Plan in the asset neighbourhood

James Koretz, D.M.D. Profit Sharing PlanJames Koretz, D.M.D. Profit …$1MLandmark Produce Sales Profit Sharing PlanLandmark Produce Sales Profi…$1MOftalmologos Asociados Del Norte, Csp Retirement PlanOftalmologos Asociados Del N…$1MVernon G. Park, M.D., Inc. Profit Sharing PlanVernon G. Park, M.D., Inc. P…$1MTrimio Corporation Retirement PlanTrimio Corporation Retiremen…$1M
End-of-year total assets ($M) among James Koretz, D.M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

James Koretz, D.M.D. multi-year asset trail

Sponsor-wide plan assets over time

All James Koretz, D.M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 29.918842264231255% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.22M $1.59M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 5 $1M
2024 1 5 $2M

James Koretz, D.M.D. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$321K
Employer EIN133147521
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

James Koretz, D.M.D. 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 ($B) Participants James Koretz, D.M.D. Profit Sharing Plan, Total assets ($B): 0.001221695 · Participants: 3James Koretz, D.M.D. 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
James Koretz, D.M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare James Koretz, D.M.D. Profit Sharing Plan side-by-side with 3 peers →

James Koretz, D.M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Landmark Produce Sales Profit Sharing Plan in CA ($1M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did James Koretz, D.M.D. Profit Sharing Plan assets move in 2022? ▼
James Koretz, D.M.D. Profit Sharing Plan declined sharply - down 20.8% during 2022, from $2M to $1M. Reported net income was -$321K.
How have James Koretz, D.M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Koretz, D.M.D.'s sponsor-wide assets grew 29.9%, from $1M to $2M.
Which Profit Sharing plans are similar in size to James Koretz, D.M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Landmark Produce Sales Profit Sharing Plan in CA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to James Koretz, D.M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 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 133147521.

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.