Profit Sharing · DOL Form 5500 · 2023

Periodontal Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
24
Participants Small participant base
70th
Percentile by assets National rank
$712,978
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#13,174
in Healthcare & Social Assistance (17,684 peers)
-3.2%
assets change YoY

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.

Periodontal Associates, Inc. Profit-Sharing Plan and Trust's outsized position by total assets

Periodontal Associates, Inc. Profit-Sharing Plan and Trust vs every filed plan by assets

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

$17,111,467 Top 30% higher than 70% 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

Periodontal Associates, Inc. Profit-Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Periodontal Associates, Inc. Profit-Sharing Plan and Trust is a small filing (24 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341152033 · Periodontal Associates, Inc. PY 2023 · Profit Sharing

Periodontal Associates, Inc. Profit-Sharing Plan and Trust · $17M · 24 · 70th

  • NET $17M
  • NET 24
  • NET 70th
  • NET Profit Sharing
  • NET near Deacon Homes Inc Profit Sharing Plan
  • NET ind #13174

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 Ohio →

Periodontal Associates, Inc. Profit-Sharing Plan and Trust in the asset neighbourhood

Ssoba Defined Contribution Retirement FundSsoba Defined Contribution R…$17MThe Tjx Companies, Inc. Puerto Rico Savings PlanThe Tjx Companies, Inc. Puer…$17MPeriodontal Associates, Inc. Profit-Sharing Plan and TrustPeriodontal Associates, Inc.…$17MDeacon Homes Inc Profit Sharing PlanDeacon Homes Inc Profit Shar…$17MRitewood Inc Retirement Plan$17M
End-of-year total assets ($M) among Periodontal Associates, Inc. Profit-Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Periodontal Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Periodontal Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 10.831999357428993% vs 2022
2024 filing year
$15M$16M$17M$18M 202220232024 $17.7M $15.8M ▼ -10.9%
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 EIN341152033
Plan Effective Date1982-07-01
Filing StatusFILING 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 Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Periodontal Associates, Inc. Profit-Sharing Plan and Trust, Total assets ($B): 0.017111467 · Participants: 24Periodontal Associates, Inc. Profit-Sharing Plan and TrustCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Periodontal Associates, Inc. Profit-Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Periodontal Associates, Inc. Profit-Sharing Plan and Trust side-by-side with 3 peers →

Periodontal Associates, Inc. Profit-Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Deacon Homes Inc Profit Sharing Plan in NJ ($17M); by covered participants it is Profitmaster Displays, Inc. Profit Sharing Plan in GA (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Periodontal Associates, Inc. Profit-Sharing Plan and Trust assets move in 2023? ▼
Periodontal Associates, Inc. Profit-Sharing Plan and Trust edged down modestly - down 3.2% during 2023, from $18M to $17M. Reported net income was -$568K.
How have Periodontal Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Periodontal Associates, Inc.'s sponsor-wide assets declined 10.8%, from $18M to $16M.
Which Profit Sharing plans are similar in size to Periodontal Associates, Inc. Profit-Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Deacon Homes Inc Profit Sharing Plan in NJ ($17M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Periodontal Associates, Inc. Profit-Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Profitmaster Displays, Inc. Profit Sharing Plan in GA (24 participants, $9M 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 341152033.

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.