Profit Sharing · DOL Form 5500 · 2023
Michael R. Kelson, D.D.S., PLLC Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $976,208
- Avg per participant High balance/head
Official DOL plan name: Michael R. Kelson, D.D.S., PLLC Profit Sharing Plan · Sponsored by Michael R. Kelson, D.D.S., PLLC · Washington · Healthcare & Social Assistance
$6M in assets, 6 participants
Michael R. Kelson, D.D.S., PLLC's Michael R. Kelson, D.D.S., PLLC Profit Sharing Plan reported $6M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,210 in Healthcare & Social Assistance (17,684 peers)
Michael R. Kelson, D.D.S., PLLC multi-year trail
Michael R. Kelson, D.D.S., PLLC's plans moved +52.9% in assets from 2022 to 2024; this filing shows Michael R. Kelson, D.D.S., PLLC Profit Sharing Plan at $6M / 6 participants.
- #9,210
- in Healthcare & Social Assistance (17,684 peers)
- +24.8%
- assets growth YoY
Michael R. Kelson, D.D.S., PLLC Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Michael R. Kelson, D.D.S., PLLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,857,249 47th percentile higher than 47% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Michael R. Kelson, D.D.S., PLLC Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael R. Kelson, D.D.S., PLLC Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Michael R. Kelson, D.D.S., PLLC Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Michael R. Kelson, D.D.S., PLLC Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Michael R. Kelson, D.D.S., PLLC Profit Sharing Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 911683476 · Michael R. Kelson, D.D.S., PLLC PY 2023 · Profit Sharing
Michael R. Kelson, D.D.S., PLLC Profit Sharing Plan · $6M · 6 · 47th
- ASSETS $6M
- ASSETS 6
- ASSETS 47th
- ASSETS Profit Sharing
- ASSETS near Randall Schmitt Dds PC Profit Sharing Plan
- ASSETS ind #9210
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 Washington →
Michael R. Kelson, D.D.S., PLLC Profit Sharing Plan in the asset neighbourhood
Michael R. Kelson, D.D.S., PLLC multi-year asset trail
Sponsor-wide plan assets over time
All Michael R. Kelson, D.D.S., PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 52.9182591804939% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $5M |
| 2023 | 1 | 6 | $6M |
| 2024 | 1 | 6 | $7M |
Michael R. Kelson, D.D.S., PLLC filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 911683476 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Washington
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Bill & Melinda Gates Foundation Sharing Retirement Plan $579M · 1,735
- Itron, Inc. Incentive Savings Plan $576M · 2,440
- Multicare Health System Retirement Account Plan $478M · 11,441
- SEIU 775 Secure Retirement Plan $384M · 70,796
- Western Washington Painters Defined Contribution Pension Plan $259M · 1,660
Michael R. Kelson, D.D.S., PLLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Washington, the nearest Profit Sharing by assets is Randall Schmitt Dds PC Profit Sharing Plan in IA ($6M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
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.