Profit Sharing · DOL Form 5500 · 2023

Roland J Barnes Dds Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1
Participants Small participant base
39th
Percentile by assets National rank
$3.6M
Avg per participant High balance/head
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Official DOL plan name: Roland J Barnes Dds Profit Sharing Plan Rpr Cl · Sponsored by Roland J Barnes Dds · Illinois · Healthcare & Social Assistance

$4M in assets, 1 participants

Roland J Barnes Dds's Roland J Barnes Dds Profit Sharing Plan Rpr Cl reported $4M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,207 in Healthcare & Social Assistance (17,684 peers)

Roland J Barnes Dds multi-year trail

Roland J Barnes Dds's plans moved +33.2% in assets from 2022 to 2023; this filing shows Roland J Barnes Dds Profit Sharing Plan Rpr Cl at $4M / 1 participant.

#7,207
in Healthcare & Social Assistance (17,684 peers)
+33.2%
assets growth YoY

Roland J Barnes Dds Profit Sharing Plan Rpr Cl's mid-pack asset rank among Healthcare & Social Assistance and all filers

Roland J Barnes Dds Profit Sharing Plan Rpr Cl vs every filed plan by assets

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

$3,649,528 39th percentile higher than 39% 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

Roland J Barnes Dds Profit Sharing Plan Rpr Cl among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roland J Barnes Dds Profit Sharing Plan Rpr Cl is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roland J Barnes Dds Profit Sharing Plan Rpr Cl reported net income rose from -$684K in the plan year 2022 filing to $909K in the plan year 2023 filing.
  • Roland J Barnes Dds Profit Sharing Plan Rpr Cl end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363310763 · Roland J Barnes Dds PY 2023 · Profit Sharing

Roland J Barnes Dds Profit Sharing Plan Rpr Cl · $4M · 1 · 39th

  • IND $4M
  • IND 1
  • IND 39th
  • IND Profit Sharing
  • IND near Med Solutions, LLC Profit Sharing Plan
  • IND ind #7207

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 →

Roland J Barnes Dds Profit Sharing Plan Rpr Cl in the asset neighbourhood

Roland J Barnes Dds Profit Sharing Plan Rpr ClRoland J Barnes Dds Profit S…$4MMed Solutions, LLC Profit Sharing PlanMed Solutions, LLC Profit Sh…$4MTom Romano Insurance Agency, Inc. Profit Sharing PlanTom Romano Insurance Agency,…$4MGlenn Segal Physical Therapy, P.C. 401(k) Profit Sharing PlanGlenn Segal Physical Therapy…$4MTennessee Valley Urology Center, P.C. Profit Sharing PlanTennessee Valley Urology Cen…$4M
End-of-year total assets ($M) among Roland J Barnes Dds Profit Sharing Plan Rpr Cl and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Roland J Barnes Dds multi-year asset trail

Sponsor-wide plan assets over time

All Roland J Barnes Dds plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.150474022266366% vs 2022
2023 filing year
$2.5M$3M$3.5M$4M 20222023 $2.74M $3.65M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 2 2 $4M

Roland J Barnes Dds filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$909K
Employer EIN363310763
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Roland J Barnes Dds Profit Sharing Plan Rpr Cl vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Roland J Barnes Dds Profit Sharing Plan Rpr Cl, Total assets ($B): 0.003649528 · Participants: 1Roland J Barnes Dds Profit Sharing Plan Rpr ClW. 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
Roland J Barnes Dds Profit Sharing Plan Rpr Cl vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Roland J Barnes Dds Profit Sharing Plan Rpr Cl side-by-side with 3 peers →

Roland J Barnes Dds Profit Sharing Plan Rpr Cl's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Med Solutions, LLC Profit Sharing Plan in NJ ($4M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Roland J Barnes Dds Profit Sharing Plan Rpr Cl assets move in 2023? ▼
Roland J Barnes Dds Profit Sharing Plan Rpr Cl surged - up 33.2% during 2023, from $3M to $4M. Reported net income was $909K.
How have Roland J Barnes Dds plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Roland J Barnes Dds's sponsor-wide assets grew 33.2%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Roland J Barnes Dds Profit Sharing Plan Rpr Cl? ▼
Among Profit Sharing plans in other states, the closest by assets is Med Solutions, LLC Profit Sharing Plan in NJ ($4M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Roland J Barnes Dds Profit Sharing Plan Rpr Cl? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 363310763.

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.