Profit Sharing · DOL Form 5500 · 2022

Robert L Paton Dds Sc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Robert L Paton Dds Sc Profit Sharing Plan and Trust · Sponsored by Robert L Paton Dds Sc · Wisconsin · Healthcare & Social Assistance

$1M in assets, 1 participants

Robert L Paton Dds Sc's Robert L Paton Dds Sc Profit Sharing Plan and Trust reported $1M in total assets and 1 participant 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.

  • #5,678 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Robert L Paton Dds Sc Profit Sharing Plan and Trust holds $1M for 1 participant - about $1.5M per participant, in the lower half of filed plans by assets.

#5,678
in Healthcare & Social Assistance (20,060 peers)
+4.6%
assets growth YoY

Robert L Paton Dds Sc Profit Sharing Plan and Trust among the smaller filed plans by assets

Robert L Paton Dds Sc Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,454,577 29th percentile higher than 29% 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

Robert L Paton Dds Sc Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert L Paton Dds Sc Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 391229704 · Robert L Paton Dds Sc PY 2022 · Profit Sharing

Robert L Paton Dds Sc Profit Sharing Plan and Trust · $1M · 1 · 29th

  • EOY $1M
  • 5500 1
  • ASSETS 29th
  • PCT Profit Sharing
  • EIN near Perry L. Kamel, M.D., S.C. Profit Sharing Plan
  • RANK ind #5678

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 Wisconsin →

Robert L Paton Dds Sc Profit Sharing Plan and Trust in the asset neighbourhood

Fenceit, Inc. Profit Sharing PlanFenceit, Inc. Profit Sharing…$1MRobert L Paton Dds Sc Profit Sharing Plan and TrustRobert L Paton Dds Sc Profit…$1MPerry L. Kamel, M.D., S.C. Profit Sharing PlanPerry L. Kamel, M.D., S.C. P…$1MBacknine Inc. Retirement Plan$1MHi Retirement Plan$1M
End-of-year total assets ($M) among Robert L Paton Dds Sc Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$64K
Employer EIN391229704
Plan Effective Date1991-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert L Paton Dds Sc)

Sponsor-wide plan assets over time

All Robert L Paton Dds Sc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.5M$1M$1.5M$2M 20222023 $1.45M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 N/A

Nearby Profit Sharing Plans in Wisconsin

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

Robert L Paton Dds Sc Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Robert L Paton Dds Sc Profit Sharing Plan and Trust, Total assets ($B): 0.001454577 · Participants: 1Robert L Paton Dds Sc Profit Sharing Plan and TrustThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Robert L Paton Dds Sc Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Robert L Paton Dds Sc Profit Sharing Plan and Trust side-by-side with 3 peers →

Robert L Paton Dds Sc Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Perry L. Kamel, M.D., S.C. Profit Sharing Plan in IL ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). 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 (1 participant); 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 Robert L Paton Dds Sc Profit Sharing Plan and Trust assets move in 2022? ▼
Robert L Paton Dds Sc Profit Sharing Plan and Trust edged up modestly - up 4.6% during 2022, from $1M to $1M. Reported net income was $64K.
Which Profit Sharing plans are similar in size to Robert L Paton Dds Sc Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Perry L. Kamel, M.D., S.C. Profit Sharing Plan in IL ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert L Paton Dds Sc Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 391229704.

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.