Profit Sharing · DOL Form 5500 · 2022
Roger W.K. Joe, Dds, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $338,531
- Avg per participant High balance/head
Official DOL plan name: Roger Joe, D.D.S. Retirement Plan · Sponsored by Roger W.K. Joe, Dds, Inc. · California · Healthcare & Social Assistance
$2M in assets, 5 participants
Roger W.K. Joe, Dds, Inc.'s Roger Joe, D.D.S. Retirement Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- #6,262 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Roger Joe, D.D.S. Retirement Plan holds $2M for 5 participants - about $338,531 per participant, in the lower half of filed plans by assets.
- #6,262
- in Healthcare & Social Assistance (20,060 peers)
- -3.0%
- assets change YoY
The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Roger Joe, D.D.S. Retirement Plan among the smaller filed plans by assets
Roger Joe, D.D.S. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,692,657 31st percentile higher than 31% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Roger Joe, D.D.S. Retirement 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. Roger Joe, D.D.S. Retirement Plan is a micro filing (5 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 844133201 · Roger W.K. Joe, Dds, Inc. PY 2022 · Profit Sharing
Roger Joe, D.D.S. Retirement Plan · $2M · 5 · 31st
- 5500 $2M
- ASSETS 5
- PCT 31st
- EIN Profit Sharing
- RANK near Wagner's Home Furnishings Profit Sharing Plan
- PHOTO ind #6262
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 →
Roger Joe, D.D.S. Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$53K |
| Employer EIN | 844133201 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roger W.K. Joe, Dds, Inc.)
Sponsor-wide plan assets over time
All Roger W.K. Joe, Dds, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 9.768606398106645% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 5 | $2M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Roger Joe, D.D.S. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Wagner's Home Furnishings Profit Sharing Plan in MT ($2M); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Summit Equity Group Lashes, Inc. Retirement Plan (FL) 5 · 0 off
- Unit Design Inc Ps (LA) 5 · 0 off
- Kull N Claude Fleet Services, Inc. Profit Sharing Plan (MN) 5 · 0 off
- Nomax Inc. Retirement Plan (LA) 5 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.