Profit Sharing · DOL Form 5500 · 2022
James Orthodontics Inc Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $366,793
- Avg per participant High balance/head
Official DOL plan name: James Orthodontics Inc. Profit Sharing Plan · Sponsored by James Orthodontics Inc · Texas · Healthcare & Social Assistance
$1M in assets, 4 participants
James Orthodontics Inc's James Orthodontics Inc. Profit Sharing Plan reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #5,698 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
James Orthodontics Inc. Profit Sharing Plan declined sharply 17.4% in 2022 ($2M → $1M) for 4 participants.
- #5,698
- in Healthcare & Social Assistance (20,060 peers)
- -17.4%
- assets change YoY
The plan reported a net loss of $308K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
James Orthodontics Inc. Profit Sharing Plan among the smaller filed plans by assets
James Orthodontics Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,467,172 29th percentile higher than 29% 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
James Orthodontics Inc. 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. James Orthodontics Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 751579164 · James Orthodontics Inc PY 2022 · Profit Sharing
James Orthodontics Inc. Profit Sharing Plan · $1M · 4 · 29th
- EIN $1M
- RANK 4
- PHOTO 29th
- IND Profit Sharing
- EOY near Five Oceans Florida, Inc. Retirement Plan
- 5500 ind #5698
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 Texas →
James Orthodontics Inc. Profit Sharing Plan in the asset neighbourhood
James Orthodontics Inc years around the 2022 move
Sponsor-wide plan assets over time
All James Orthodontics Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 8.359483414350874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 5 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$308K |
| Employer EIN | 751579164 |
| Plan Effective Date | 1978-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
James Orthodontics Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Five Oceans Florida, Inc. Retirement Plan in FL ($1M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Arz Education Retirement Plan (CA) 4 · 0 off
- Precision Signs, Inc. Retirement Plan (NC) 4 · 0 off
- Herms Lumber Sales, Inc. Profit Sharing Plan (CA) 4 · 0 off
- Kimsink Enterprises Inc. Retirement Plan (MD) 4 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.