Profit Sharing · DOL Form 5500 · 2022

Charles Bruce, D.D.S., Ltd. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
N/A
Participants Small participant base
49th
Percentile by assets National rank
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Official DOL plan name: Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust · Sponsored by Charles Bruce, D.D.S., Ltd. · Texas · Healthcare & Social Assistance

$5M in assets, N/A participants

Charles Bruce, D.D.S., Ltd.'s Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust reported $5M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #11,007 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust grew at a solid clip 8.4% in 2022 ($4M → $5M) for N/A participants.

#11,007
in Healthcare & Social Assistance (20,060 peers)
+8.4%
assets growth YoY

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,706,561 49th percentile higher than 49% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

Filing strip 710453603 · Charles Bruce, D.D.S., Ltd. PY 2022 · Profit Sharing

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust · $5M · N/A · 49th

  • EBSA $5M
  • EBSA N/A
  • EBSA 49th
  • EBSA Profit Sharing
  • EBSA near The Children's Clinic, PA Profit Sharing Plan
  • EBSA ind #11007

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 Texas →

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust in the asset neighbourhood

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and TrustCharles Bruce, Dds Ltd Emplo…$5MPropel Schools 403(b) Plan$5MThe Children's Clinic, PA Profit Sharing PlanThe Children's Clinic, PA Pr…$5MClement a, Guarlotti Dmd PC Profit Sharing PlanClement a, Guarlotti Dmd PC …$5MG.R. Robert Construction Co., Inc. Pension PlanG.R. Robert Construction Co.…$5M
End-of-year total assets ($M) among Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Charles Bruce, D.D.S., Ltd. years around the 2022 move

Sponsor-wide plan assets over time

All Charles Bruce, D.D.S., Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 2.5560488858000565% vs 2022
2023 filing year
$4.55M$4.6M$4.65M$4.7M$4.75M 20222023 $4.71M $4.59M ▼ -2.5%
Year Plans Participants Total Assets
2022 1 N/A $5M
2023 1 N/A $5M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$364K
Employer EIN710453603
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust, Total assets ($B): 0.004706561 · Participants: 0Charles Bruce, Dds Ltd Employees Profit Sharing Plan and TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust's closest out-of-state Profit Sharing peers by assets

Outside Texas, the nearest Profit Sharing by end-of-year assets is The Children's Clinic, PA Profit Sharing Plan in TN at $5M (this filing: $5M).

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 Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust assets move in 2022?
Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust grew at a solid clip - up 8.4% during 2022, from $4M to $5M. Reported net income was $364K.
How have Charles Bruce, D.D.S., Ltd. plan assets changed over time?
Across 2 plan years on file (2022-2023), Charles Bruce, D.D.S., Ltd.'s sponsor-wide assets declined 2.6%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust?
Among Profit Sharing plans in other states, the closest by assets is The Children's Clinic, PA Profit Sharing Plan in TN ($5M, 19 participants).