Profit Sharing · DOL Form 5500 · 2023

Dale R Schmid Dds PC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
25th
Percentile by assets National rank
$192,399
Avg per participant Above avg balance/head
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Official DOL plan name: Dale R Schmid Dds PC Employees' Profit Sharing Trust · Sponsored by Dale R Schmid Dds PC · Illinois · Healthcare & Social Assistance

$1M in assets, 6 participants

Dale R Schmid Dds PC's Dale R Schmid Dds PC Employees' Profit Sharing Trust reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,719 in Healthcare & Social Assistance (17,684 peers)

Dale R Schmid Dds PC multi-year trail

Dale R Schmid Dds PC's plans moved +24.6% in assets from 2022 to 2024; this filing shows Dale R Schmid Dds PC Employees' Profit Sharing Trust at $1M / 6 participants.

#3,719
in Healthcare & Social Assistance (17,684 peers)
+4.4%
assets growth YoY

Dale R Schmid Dds PC Employees' Profit Sharing Trust among the smaller filed plans by assets

Dale R Schmid Dds PC Employees' Profit Sharing Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,154,391 25th percentile higher than 25% of 127,068 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 2023

Dale R Schmid Dds PC Employees' Profit Sharing Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dale R Schmid Dds PC Employees' Profit Sharing Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dale R Schmid Dds PC Employees' Profit Sharing Trust reported net income rose from -$278K in the plan year 2022 filing to $48K in the plan year 2023 filing.
  • Dale R Schmid Dds PC Employees' Profit Sharing Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363000292 · Dale R Schmid Dds PC PY 2023 · Profit Sharing

Dale R Schmid Dds PC Employees' Profit Sharing Trust · $1M · 6 · 25th

  • 5500 $1M
  • ASSETS 6
  • PCT 25th
  • EIN Profit Sharing
  • RANK near Malley Tamargo & Melendez-Sauri LLC, Retirement Plan
  • PHOTO ind #3719

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 Illinois →

Dale R Schmid Dds PC Employees' Profit Sharing Trust in the asset neighbourhood

Richard L Waler Jr Cpa PA Profit Sharing Plan and TrustRichard L Waler Jr Cpa PA Pr…$1MDale R Schmid Dds PC Employees' Profit Sharing TrustDale R Schmid Dds PC Employe…$1MMalley Tamargo & Melendez-Sauri LLC, Retirement PlanMalley Tamargo & Melendez-Sa…$1MNorthern California Imaging Associates Medical Group, Inc. 401(k) Profit Sharing PlanNorthern California Imaging …$1MRainbow/Marianne Puerto Rico 401(k) PlanRainbow/Marianne Puerto Rico…$1M
End-of-year total assets ($M) among Dale R Schmid Dds PC Employees' Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Dale R Schmid Dds PC multi-year asset trail

Sponsor-wide plan assets over time

All Dale R Schmid Dds PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.584131082099876% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.11M $1.38M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M
2024 1 7 $1M

Dale R Schmid Dds PC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$48K
Employer EIN363000292
Plan Effective Date1980-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Dale R Schmid Dds PC Employees' Profit Sharing Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Dale R Schmid Dds PC Employees' Profit Sharing Trust, Total assets ($B): 0.001154391 · Participants: 6Dale R Schmid Dds PC Employees' Profit Sharing TrustW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Dale R Schmid Dds PC Employees' Profit Sharing Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Dale R Schmid Dds PC Employees' Profit Sharing Trust side-by-side with 3 peers →

Dale R Schmid Dds PC Employees' Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Malley Tamargo & Melendez-Sauri LLC, Retirement Plan in PR ($1M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dale R Schmid Dds PC Employees' Profit Sharing Trust assets move in 2023? ▼
Dale R Schmid Dds PC Employees' Profit Sharing Trust edged up modestly - up 4.4% during 2023, from $1M to $1M. Reported net income was $48K.
How have Dale R Schmid Dds PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dale R Schmid Dds PC's sponsor-wide assets grew 24.6%, from $1M to $1M.
Where does Dale R Schmid Dds PC Employees' Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Dale R Schmid Dds PC Employees' Profit Sharing Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Dale R Schmid Dds PC Employees' Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Malley Tamargo & Melendez-Sauri LLC, Retirement Plan in PR ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Dale R Schmid Dds PC Employees' Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363000292.

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.