Profit Sharing · DOL Form 5500 · 2022

David M. Wolfson, M.D., P.C. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
53rd
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: David M. Wolfson, M.D., Profit Sharing Plan · Sponsored by David M. Wolfson, M.D., P.C. · New York · Healthcare & Social Assistance

$6M in assets, 4 participants

David M. Wolfson, M.D., P.C.'s David M. Wolfson, M.D., Profit Sharing Plan reported $6M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #11,747 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

David M. Wolfson, M.D., Profit Sharing Plan pulled back noticeably 13.7% in 2022 ($6M → $6M) for 4 participants.

#11,747
in Healthcare & Social Assistance (20,060 peers)
-13.7%
assets change YoY

The plan reported a net loss of $881K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David M. Wolfson, M.D., Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

David M. Wolfson, M.D., Profit Sharing Plan vs every filed plan by assets

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

$5,562,496 Top 47% higher than 53% 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 M. Wolfson, 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. David M. Wolfson, M.D., Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 112745382 · David M. Wolfson, M.D., P.C. PY 2022 · Profit Sharing

David M. Wolfson, M.D., Profit Sharing Plan · $6M · 4 · 53rd

  • EIN $6M
  • RANK 4
  • PHOTO 53rd
  • IND Profit Sharing
  • EOY near Ned I Riegel Dds Ms PC Profit Sharing Plan
  • 5500 ind #11747

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 →

David M. Wolfson, M.D., Profit Sharing Plan in the asset neighbourhood

American Association of University Women 401(a) PlanAmerican Association of Univ…$6MProfit Sharing Plan for Employees of Bailey Grain and Participating CompaniesProfit Sharing Plan for Empl…$6MDavid M. Wolfson, M.D., Profit Sharing PlanDavid M. Wolfson, M.D., Prof…$6MNed I Riegel Dds Ms PC Profit Sharing PlanNed I Riegel Dds Ms PC Profi…$6MColomer & Suarez Inc Coda Profit Sharing PlanColomer & Suarez Inc Coda Pr…$6M
End-of-year total assets ($M) among David M. Wolfson, M.D., 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)$6M
Net Assets (End of Year)$6M
Net Income-$881K
Employer EIN112745382
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

David M. Wolfson, 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 ($B) Participants David M. Wolfson, M.D., Profit Sharing Plan, Total assets ($B): 0.005562496 · Participants: 4David M. Wolfson, 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
David M. Wolfson, M.D., Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

David M. Wolfson, 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 Ned I Riegel Dds Ms PC Profit Sharing Plan in OH ($6M); 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 David M. Wolfson, M.D., Profit Sharing Plan assets move in 2022?
David M. Wolfson, M.D., Profit Sharing Plan pulled back noticeably - down 13.7% during 2022, from $6M to $6M. Reported net income was -$881K.
Which Profit Sharing plans are similar in size to David M. Wolfson, M.D., Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Ned I Riegel Dds Ms PC Profit Sharing Plan in OH ($6M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to David M. Wolfson, M.D., 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).