Profit Sharing · DOL Form 5500 · 2022

Baum Orthodontics Associates Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
36th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Baum Orthodontics Associates Inc Profit Sharing Plan · Sponsored by Baum Orthodontics Associates Inc · California · Healthcare & Social Assistance

$2M in assets, 2 participants

Baum Orthodontics Associates Inc's Baum Orthodontics Associates Inc Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,666 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Baum Orthodontics Associates Inc Profit Sharing Plan holds $2M for 2 participants - about $1.2M per participant, in the lower half of filed plans by assets.

#7,666
in Healthcare & Social Assistance (20,060 peers)
+0.2%
assets growth YoY

Baum Orthodontics Associates Inc Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Baum Orthodontics Associates Inc Profit Sharing Plan vs every filed plan by assets

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

$2,334,826 36th percentile higher than 36% 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

Baum Orthodontics Associates 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. Baum Orthodontics Associates Inc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 953203140 · Baum Orthodontics Associates Inc PY 2022 · Profit Sharing

Baum Orthodontics Associates Inc Profit Sharing Plan · $2M · 2 · 36th

  • PCT $2M
  • EIN 2
  • RANK 36th
  • PHOTO Profit Sharing
  • IND near Orkistrate, Inc. Retirement Plan
  • EOY ind #7666

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 →

Baum Orthodontics Associates Inc Profit Sharing Plan in the asset neighbourhood

Orkistrate, Inc. Retirement PlanOrkistrate, Inc. Retirement …$2MProperty Solutions, Inc. Profit Sharing PlanProperty Solutions, Inc. Pro…$2MStenger, Diamond & Glass, LLP Profit Sharing Plan and TrustStenger, Diamond & Glass, LL…$2MBaum Orthodontics Associates Inc Profit Sharing PlanBaum Orthodontics Associates…$2MSaad F Habba Md Keogh Plan$2M
End-of-year total assets ($M) among Baum Orthodontics Associates Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$5K
Employer EIN953203140
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baum Orthodontics Associates Inc)

Sponsor-wide plan assets over time

All Baum Orthodontics Associates Inc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M 202220232024 $2.33M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 N/A

Nearby Profit Sharing Plans in California

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

Baum Orthodontics Associates Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Baum Orthodontics Associates Inc Profit Sharing Plan, Total assets ($B): 0.002334826 · Participants: 2Baum Orthodontics Associates Inc Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Baum Orthodontics Associates Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Baum Orthodontics Associates Inc Profit Sharing Plan side-by-side with 3 peers →

Baum Orthodontics Associates Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Orkistrate, Inc. Retirement Plan in PA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Baum Orthodontics Associates Inc Profit Sharing Plan assets move in 2022? ▼
Baum Orthodontics Associates Inc Profit Sharing Plan held essentially flat - up 0.2% during 2022, from $2M to $2M. Reported net income was $5K.
Which Profit Sharing plans are similar in size to Baum Orthodontics Associates Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Orkistrate, Inc. Retirement Plan in PA ($2M, 21 participants).
Which Profit Sharing plans cover a similar participant headcount to Baum Orthodontics Associates Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 953203140.

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.