Profit Sharing · DOL Form 5500 · 2022

Joel F. Brodsky, D.D.S., Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
21
Participants Small participant base
59th
Percentile by assets National rank
$351,839
Avg per participant High balance/head
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Official DOL plan name: Joel Brodsky, Inc. Profit Sharing Plan · Sponsored by Joel F. Brodsky, D.D.S., Inc. · California · Healthcare & Social Assistance

$7M in assets, 21 participants

Joel F. Brodsky, D.D.S., Inc.'s Joel Brodsky, Inc. Profit Sharing Plan reported $7M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #12,929 in Healthcare & Social Assistance (20,060 peers)

Joel F. Brodsky, D.D.S., Inc. multi-year trail

Joel F. Brodsky, D.D.S., Inc.'s plans moved +11.3% in assets from 2022 to 2024; this filing shows Joel Brodsky, Inc. Profit Sharing Plan at $7M / 21 participants.

#12,929
in Healthcare & Social Assistance (20,060 peers)
-13.6%
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.

Joel Brodsky, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Joel Brodsky, Inc. Profit Sharing Plan vs every filed plan by assets

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

$7,388,622 Top 41% higher than 59% 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

Joel Brodsky, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joel Brodsky, Inc. Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 953405079 · Joel F. Brodsky, D.D.S., Inc. PY 2022 · Profit Sharing

Joel Brodsky, Inc. Profit Sharing Plan · $7M · 21 · 59th

  • PHOTO $7M
  • PHOTO 21
  • PHOTO 59th
  • PHOTO Profit Sharing
  • PHOTO near Om1, Inc. 401(k) Plan
  • PHOTO ind #12929

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 →

Joel Brodsky, Inc. Profit Sharing Plan in the asset neighbourhood

Romar Sunset LLC 401(k) Plan & Trust F/K/a Wertheimer & Ciazza LLC 401(k) Plan & TrustRomar Sunset LLC 401(k) Plan…$7MJoel Brodsky, Inc. Profit Sharing PlanJoel Brodsky, Inc. Profit Sh…$7MOm1, Inc. 401(k) Plan$7MRoofers Local No. 74/203 Annuity PlanRoofers Local No. 74/203 Ann…$7MFoundation for Blind Children 403(b) DC PlanFoundation for Blind Childre…$7M
End-of-year total assets ($M) among Joel Brodsky, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Joel F. Brodsky, D.D.S., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Joel F. Brodsky, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 11.333695288000282% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.78M $10.9M ▲ +11.3%
Year Plans Participants Total Assets
2022 2 39 $10M
2023 2 38 $11M
2024 2 33 $11M

Joel F. Brodsky, D.D.S., Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN953405079
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Joel Brodsky, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Joel Brodsky, Inc. Profit Sharing Plan, Total assets ($B): 0.007388622 · Participants: 21Joel Brodsky, 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
Joel Brodsky, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Joel Brodsky, Inc. Profit Sharing Plan side-by-side with 3 peers →

Joel Brodsky, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Om1, Inc. 401(k) Plan in MA ($7M); by covered participants it is Di Renzo & Bomier, LLC Profit Sharing Plan in WI (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Joel Brodsky, Inc. Profit Sharing Plan assets move in 2022? ▼
Joel Brodsky, Inc. Profit Sharing Plan pulled back noticeably - down 13.6% during 2022, from $9M to $7M. Reported net income was -$1M.
How have Joel F. Brodsky, D.D.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joel F. Brodsky, D.D.S., Inc.'s sponsor-wide assets grew 11.3%, from $10M to $11M.
Which Profit Sharing plans are similar in size to Joel Brodsky, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Om1, Inc. 401(k) Plan in MA ($7M, 140 participants).
Which Profit Sharing plans cover a similar participant headcount to Joel Brodsky, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Di Renzo & Bomier, LLC Profit Sharing Plan in WI (21 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 953405079.

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.