Profit Sharing · DOL Form 5500 · 2023
Periodontal Associates, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $17M
- Total assets
- 24
- Participants
- 70th
- Percentile by assets
- $712,978
- Avg per participant
Official DOL plan name: Periodontal Associates, Inc. Profit-Sharing Plan and Trust · Sponsored by Periodontal Associates, Inc. · Ohio · Healthcare & Social Assistance
$17M in assets, 24 participants
Periodontal Associates, Inc.'s Periodontal Associates, Inc. Profit-Sharing Plan and Trust reported $17M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 127,072 plans)
- #13,174 in Healthcare & Social Assistance (17,684 peers)
Periodontal Associates, Inc. multi-year trail
Periodontal Associates, Inc.'s plans moved -10.8% in assets from 2022 to 2024; this filing shows Periodontal Associates, Inc. Profit-Sharing Plan and Trust at $17M / 24 participants.
- $17M
- total plan assets (2023 EOY)
- 24
- covered participants
- 70th
- percentile by assets (of 127,072 plans)
- $712,978
- avg assets per participant
The plan reported a net loss of $568K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Periodontal Associates, Inc. Profit-Sharing Plan and Trust reported net income rose from -$9M in the plan year 2022 filing to -$568K in the plan year 2023 filing.
- Periodontal Associates, Inc. Profit-Sharing Plan and Trust end-of-year assets fell from $18M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Periodontal Associates, Inc. across 3 plan years on file
Across the 3 plan years Periodontal Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $18M to $16M, a decline of 10.8%, while reported participants moved from 24 to 27 (+12.5%). Peak year by sponsor assets: 2022 ($18M); trough: 2024 ($16M).
Periodontal Associates, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $18M |
| 2023 | 1 | 24 | $17M |
| 2024 | 1 | 27 | $16M |
Periodontal Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$568K |
| Employer EIN | 341152033 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Periodontal Associates, Inc. Profit-Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Periodontal Associates, Inc. Profit-Sharing Plan and Trust by total assets, not by location.
- Deacon Homes Inc Profit Sharing Plan (NJ) $17M · 5
- The Tjx Companies, Inc. Puerto Rico Savings Plan (MA) $17M · 1,951
- Ritewood Inc Retirement Plan (ID) $17M · 113
- Ssoba Defined Contribution Retirement Fund (NY) $17M · 681
Frequently Asked Questions
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Multi-year trail
Ways to act on Periodontal Associates, Inc. Profit-Sharing Plan and Trust's numbers.
- By total assets, Periodontal Associates, Inc. Profit-Sharing Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Periodontal Associates, Inc.'s sponsor-wide assets have declined 10.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans