Profit Sharing · DOL Form 5500 · 2022

Wardlaw Orthodontics, PA Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
35th
Percentile by assets National rank
$192,712
Avg per participant Above avg balance/head
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Official DOL plan name: Wardlaw Ortho. Profit Sharing Plan & Trust · Sponsored by Wardlaw Orthodontics, PA · Arkansas · Healthcare & Social Assistance

$2M in assets, 11 participants

Wardlaw Orthodontics, PA's Wardlaw Ortho. Profit Sharing Plan & Trust reported $2M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,248 in Healthcare & Social Assistance (20,060 peers)

Wardlaw Orthodontics, PA multi-year trail

Wardlaw Orthodontics, PA's plans moved +43.6% in assets from 2022 to 2024; this filing shows Wardlaw Ortho. Profit Sharing Plan & Trust at $2M / 11 participants.

#7,248
in Healthcare & Social Assistance (20,060 peers)
-20.7%
assets change YoY

The plan reported a net loss of $554K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wardlaw Ortho. Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wardlaw Ortho. Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,119,829 35th percentile higher than 35% 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

Wardlaw Ortho. Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wardlaw Ortho. Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 710455765 · Wardlaw Orthodontics, PA PY 2022 · Profit Sharing

Wardlaw Ortho. Profit Sharing Plan & Trust · $2M · 11 · 35th

  • IND $2M
  • EOY 11
  • 5500 35th
  • ASSETS Profit Sharing
  • PCT near Cleveland Radiology Associates, PC Profit Sharing Plan
  • EIN ind #7248

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 Arkansas →

Wardlaw Ortho. Profit Sharing Plan & Trust in the asset neighbourhood

Wardlaw Ortho. Profit Sharing Plan & TrustWardlaw Ortho. Profit Sharin…$2MCleveland Radiology Associates, PC Profit Sharing PlanCleveland Radiology Associat…$2MPryor Products, Inc. Profit Sharing PlanPryor Products, Inc. Profit …$2MMtc/Sa for Krinsky & Musumeci Esqs, PLLC Standard Profit Sharing PlanMtc/Sa for Krinsky & Musumec…$2MMarc Penn Profit Sharing Plan$2M
End-of-year total assets ($M) among Wardlaw Ortho. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Wardlaw Orthodontics, PA multi-year asset trail

Sponsor-wide plan assets over time

All Wardlaw Orthodontics, PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 43.566155571982456% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.12M $3.04M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 12 $3M
2024 1 11 $3M

Wardlaw Orthodontics, PA filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$554K
Employer EIN710455765
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arkansas

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

Wardlaw Ortho. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 01020304050 Total assets ($M) Participants Wardlaw Ortho. Profit Sharing Plan & Trust, Total assets ($M): 2.119829 · Participants: 11Wardlaw Ortho. Profit Sharing Plan & TrustHeifer International 403(b) Plan, Total assets ($M): 38.763062 · Participants: 228Heifer International 403(b) PlanBaxter Regional Medical Center 401(a) Plan, Total assets ($M): 34.984218 · Participants: 1817Baxter Regional Medical Center 401(a) PlanArcare Retirement Plan, Total assets ($M): 31.987475 · Participants: 1131Arcare Retirement PlanDyke Industries, Inc. Profit Sharing Plan & Trust, Total assets ($M): 31.305516 · Participants: 552Dyke Industries, Inc. Profit Sharing Plan & TrustWehco Profit Sharing Plan, Total assets ($M): 17.995572 · Participants: 732Wehco Profit Sharing Plan
Wardlaw Ortho. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Arkansas, assets vs. participants
Compare Wardlaw Ortho. Profit Sharing Plan & Trust side-by-side with 3 peers →

Wardlaw Ortho. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Arkansas, the nearest Profit Sharing by assets is Cleveland Radiology Associates, PC Profit Sharing Plan in TN ($2M); by covered participants it is American Century Investments in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Wardlaw Ortho. Profit Sharing Plan & Trust assets move in 2022? ▼
Wardlaw Ortho. Profit Sharing Plan & Trust declined sharply - down 20.7% during 2022, from $3M to $2M. Reported net income was -$554K.
How have Wardlaw Orthodontics, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wardlaw Orthodontics, PA's sponsor-wide assets grew 43.6%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Wardlaw Ortho. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Cleveland Radiology Associates, PC Profit Sharing Plan in TN ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Wardlaw Ortho. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is American Century Investments in CA (11 participants, $4M 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 710455765.

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.