Profit Sharing · DOL Form 5500 · 2023

Doleski & Wolford Orthodontics, P.C. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
15
Participants Small participant base
57th
Percentile by assets National rank
$620,394
Avg per participant High balance/head
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Official DOL plan name: Doleski & Wolford Orthodontics PC Retirement Plan · Sponsored by Doleski & Wolford Orthodontics, P.C. · Pennsylvania · Healthcare & Social Assistance

$9M in assets, 15 participants

Doleski & Wolford Orthodontics, P.C.'s Doleski & Wolford Orthodontics PC Retirement Plan reported $9M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,091 in Healthcare & Social Assistance (17,684 peers)

Doleski & Wolford Orthodontics, P.C. multi-year trail

Doleski & Wolford Orthodontics, P.C.'s plans moved +57.1% in assets from 2022 to 2024; this filing shows Doleski & Wolford Orthodontics PC Retirement Plan at $9M / 15 participants.

#11,091
in Healthcare & Social Assistance (17,684 peers)
+28.7%
assets growth YoY

Doleski & Wolford Orthodontics PC Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Doleski & Wolford Orthodontics PC Retirement Plan vs every filed plan by assets

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

$9,305,904 Top 43% higher than 57% 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

Doleski & Wolford Orthodontics PC Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Doleski & Wolford Orthodontics PC Retirement Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Doleski & Wolford Orthodontics PC Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Doleski & Wolford Orthodontics PC Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Doleski & Wolford Orthodontics PC Retirement Plan reported participants fell from 16 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204076998 · Doleski & Wolford Orthodontics, P.C. PY 2023 · Profit Sharing

Doleski & Wolford Orthodontics PC Retirement Plan · $9M · 15 · 57th

  • EBSA $9M
  • EBSA 15
  • EBSA 57th
  • EBSA Profit Sharing
  • EBSA near Presbyterian Manors of Mid-America, Inc. 403(b) Plan
  • EBSA ind #11091

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 Pennsylvania →

Doleski & Wolford Orthodontics PC Retirement Plan in the asset neighbourhood

Hampton Regional Medical Center Tax Deferred Annuity PlanHampton Regional Medical Cen…$9MPanorama Retirement Plan and TrustPanorama Retirement Plan and…$9MDoleski & Wolford Orthodontics PC Retirement PlanDoleski & Wolford Orthodonti…$9MPresbyterian Manors of Mid-America, Inc. 403(b) PlanPresbyterian Manors of Mid-A…$9MOak Clinic Profit Sharing PlanOak Clinic Profit Sharing Pl…$9M
End-of-year total assets ($M) among Doleski & Wolford Orthodontics PC Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Doleski & Wolford Orthodontics, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Doleski & Wolford Orthodontics, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 57.12991211069994% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.23M $11.4M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 16 $7M
2023 1 15 $9M
2024 1 17 $11M

Doleski & Wolford Orthodontics, P.C. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN204076998
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Doleski & Wolford Orthodontics PC Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Doleski & Wolford Orthodontics PC Retirement Plan, Total assets ($B): 0.009305904 · Participants: 15Doleski & Wolford Orthodontics PC Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Doleski & Wolford Orthodontics PC Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Doleski & Wolford Orthodontics PC Retirement Plan side-by-side with 3 peers →

Doleski & Wolford Orthodontics PC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Presbyterian Manors of Mid-America, Inc. 403(b) Plan in KS ($9M); by covered participants it is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Doleski & Wolford Orthodontics PC Retirement Plan assets move in 2023? ▼
Doleski & Wolford Orthodontics PC Retirement Plan grew sharply - up 28.7% during 2023, from $7M to $9M. Reported net income was $2M.
How have Doleski & Wolford Orthodontics, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Doleski & Wolford Orthodontics, P.C.'s sponsor-wide assets grew 57.1%, from $7M to $11M.
Which Profit Sharing plans are similar in size to Doleski & Wolford Orthodontics PC Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Presbyterian Manors of Mid-America, Inc. 403(b) Plan in KS ($9M, 1,644 participants).
Which Profit Sharing plans cover a similar participant headcount to Doleski & Wolford Orthodontics PC Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants, $6M 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 204076998.

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.