Profit Sharing · DOL Form 5500 · 2022

Daniel J. Oehler Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
43rd
Percentile by assets National rank
$864,100
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Daniel J. Oehler Profit Sharing Plan · Sponsored by Daniel J. Oehler · Arizona · Professional & Technical Services

$3M in assets, 4 participants

Daniel J. Oehler's Daniel J. Oehler Profit Sharing Plan reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,716 in Professional & Technical Services (21,562 peers)

Daniel J. Oehler multi-year trail

Daniel J. Oehler's plans moved +11.1% in assets from 2022 to 2024; this filing shows Daniel J. Oehler Profit Sharing Plan at $3M / 4 participants.

#8,716
in Professional & Technical Services (21,562 peers)
-2.9%
assets change YoY

The plan reported a net loss of $84K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Daniel J. Oehler Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Daniel J. Oehler Profit Sharing Plan vs every filed plan by assets

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

$3,456,399 43rd percentile higher than 43% 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

Daniel J. Oehler 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. Daniel J. Oehler Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 860346102 · Daniel J. Oehler PY 2022 · Profit Sharing

Daniel J. Oehler Profit Sharing Plan · $3M · 4 · 43rd

  • RANK $3M
  • RANK 4
  • RANK 43rd
  • RANK Profit Sharing
  • RANK near Schc Companies, Inc. Profit Sharing Plan
  • RANK ind #8716

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Daniel J. Oehler Profit Sharing Plan in the asset neighbourhood

Daniel J. Oehler Profit Sharing PlanDaniel J. Oehler Profit Shar…$3MSchc Companies, Inc. Profit Sharing PlanSchc Companies, Inc. Profit …$3MSpiro State Bank Employees Profit Sharing PlanSpiro State Bank Employees P…$3MSenoma Inc. Retirement Plan$3MLeslie H. Stevens, M.D. Profit Sharing PlanLeslie H. Stevens, M.D. Prof…$3M
End-of-year total assets ($M) among Daniel J. Oehler Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Daniel J. Oehler multi-year asset trail

Sponsor-wide plan assets over time

All Daniel J. Oehler plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.104678597580893% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M 202220232024 $3.46M $3.84M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 4 $4M

Daniel J. Oehler filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$84K
Employer EIN860346102
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Daniel J. Oehler Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -2000200400600800 020406080 Total assets ($M) Participants Daniel J. Oehler Profit Sharing Plan, Total assets ($M): 3.456399 · Participants: 4Daniel J. Oehler Profit Sharing PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 71.833209 · Participants: 558Kitchell Affiliates Employees' Profit Sharing PlanBurch & Cracchiolo, P.a. Restated Profit Sharing Plan, Total assets ($M): 39.588445 · Participants: 61Burch & Cracchiolo, P.a. Restated Profit Sharing PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 25.614438 · Participants: 28M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 24.278248 · Participants: 627Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 19.351983 · Participants: 171Center for Biological Diversity 403(b) DC Plan
Daniel J. Oehler Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Daniel J. Oehler Profit Sharing Plan side-by-side with 3 peers →

Daniel J. Oehler Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Schc Companies, Inc. Profit Sharing Plan in NY ($3M); 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 Daniel J. Oehler Profit Sharing Plan assets move in 2022? ▼
Daniel J. Oehler Profit Sharing Plan edged down modestly - down 2.9% during 2022, from $4M to $3M. Reported net income was -$84K.
How have Daniel J. Oehler plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel J. Oehler's sponsor-wide assets grew 11.1%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Daniel J. Oehler Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Schc Companies, Inc. Profit Sharing Plan in NY ($3M, 158 participants).
Which Profit Sharing plans cover a similar participant headcount to Daniel J. Oehler 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).

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 860346102.

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.