Profit Sharing · DOL Form 5500 · 2022
Lowell Davis Davis Profit Sharing Plan
Data updated 2026-08-25
- $285K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $285,005
- Avg per participant High balance/head
Official DOL plan name: Lowell B Davis Dds Ms Profit Sharing Plan and Trust · Sponsored by Lowell Davis Davis · California · Healthcare & Social Assistance
$285K in assets, 1 participants
Lowell Davis Davis's Lowell B Davis Dds Ms Profit Sharing Plan and Trust reported $285K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 13th 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.
- #1,906 in Healthcare & Social Assistance (20,060 peers)
Lowell Davis Davis multi-year trail
Lowell Davis Davis's plans moved +26.9% in assets from 2022 to 2024; this filing shows Lowell B Davis Dds Ms Profit Sharing Plan and Trust at $285K / 1 participant.
- #1,906
- in Healthcare & Social Assistance (20,060 peers)
- -40.2%
- assets change YoY
The plan reported a net loss of $191K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lowell B Davis Dds Ms Profit Sharing Plan and Trust among the smaller filed plans by assets
Lowell B Davis Dds Ms Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$285,005 13th percentile higher than 13% 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
Lowell B Davis Dds Ms Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lowell B Davis Dds Ms Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 942398452 · Lowell Davis Davis PY 2022 · Profit Sharing
Lowell B Davis Dds Ms Profit Sharing Plan and Trust · $285K · 1 · 13th
- EOY $285K
- 5500 1
- ASSETS 13th
- PCT Profit Sharing
- EIN near Maseda Inc. Retirement Plan
- RANK ind #1906
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 →
Lowell B Davis Dds Ms Profit Sharing Plan and Trust in the asset neighbourhood
Lowell Davis Davis multi-year asset trail
Sponsor-wide plan assets over time
All Lowell Davis Davis plans reported in each filing year
- Latest sponsor-wide plan assets
- $362K 26.896721110155962% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $285K |
| 2023 | 1 | 1 | $310K |
| 2024 | 1 | 1 | $362K |
Lowell Davis Davis filing trail (2022)
| Total Assets (Beginning of Year) | $476K |
|---|---|
| Net Assets (End of Year) | $284K |
| Net Income | -$191K |
| Employer EIN | 942398452 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
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
Lowell B Davis Dds Ms Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Maseda Inc. Retirement Plan in PA ($285K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($285K here).
- Maseda Inc. Retirement Plan (PA) $285K · 2
- Tubular Skylight Inc. Retirement Plan (FL) $285K · 2
- Kin Homes Inc. Retirement Plan (NJ) $285K · 2
- Thirteen Main Inc. Retirement Plan (NC) $285K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.