Profit Sharing · DOL Form 5500 · 2022

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
8
Participants Small participant base
63rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan · Sponsored by William W. Roberts, III, D.M.D., P.C. · Pennsylvania · Healthcare & Social Assistance

$9M in assets, 8 participants

William W. Roberts, III, D.M.D., P.C.'s William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan reported $9M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,820 in Healthcare & Social Assistance (20,060 peers)

William W. Roberts, III, D.M.D., P.C. multi-year trail

William W. Roberts, III, D.M.D., P.C.'s plans moved +49.1% in assets from 2022 to 2024; this filing shows William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan at $9M / 8 participants.

#13,820
in Healthcare & Social Assistance (20,060 peers)
-27.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan vs every filed plan by assets

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

$9,248,618 Top 37% higher than 63% 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

William W. Roberts, III, D.M.D., P.C. 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. William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 232070570 · William W. Roberts, III, D.M.D., P.C. PY 2022 · Profit Sharing

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan · $9M · 8 · 63rd

  • NET $9M
  • BOOK 8
  • VS-ST 63rd
  • BOY Profit Sharing
  • SCH near Ojai Valley School, Inc. Profit Sharing Plan
  • EBSA ind #13820

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 Pennsylvania →

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan in the asset neighbourhood

Mtha Retirement Plan for Backstretch EmployeesMtha Retirement Plan for Bac…$9MWilliam W. Roberts, III, D.M.D., P.C. Profit Sharing PlanWilliam W. Roberts, III, D.M…$9MOjai Valley School, Inc. Profit Sharing PlanOjai Valley School, Inc. Pro…$9MMagellan International Trading Corporation Profit Sharing PlanMagellan International Tradi…$9MJohn Stamos Productions Inc Profit Sharing PlanJohn Stamos Productions Inc …$9M
End-of-year total assets ($M) among William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

William W. Roberts, III, D.M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All William W. Roberts, III, D.M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 49.07533211989078% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.25M $13.8M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 8 $9M
2023 1 7 $12M
2024 1 7 $14M

William W. Roberts, III, D.M.D., P.C. filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$9M
Net Income-$3M
Employer EIN232070570
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan, Total assets ($B): 0.009248618 · Participants: 8William W. Roberts, III, D.M.D., P.C. Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan side-by-side with 3 peers →

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Ojai Valley School, Inc. Profit Sharing Plan in CA ($9M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan assets move in 2022? ▼
William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan declined sharply - down 27.1% during 2022, from $13M to $9M. Reported net income was -$3M.
How have William W. Roberts, III, D.M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William W. Roberts, III, D.M.D., P.C.'s sponsor-wide assets grew 49.1%, from $9M to $14M.
Which Profit Sharing plans are similar in size to William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ojai Valley School, Inc. Profit Sharing Plan in CA ($9M, 124 participants).
Which Profit Sharing plans cover a similar participant headcount to William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K 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 232070570.

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.