Profit Sharing · DOL Form 5500 · 2023
Doleski & Wolford Orthodontics, P.C. Profit Sharing Plan
Data updated 2026-08-11
- $9M
- Total assets
- 15
- Participants
- 57th
- Percentile by assets
- $620,394
- Avg per participant
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.
- 57th percentile by assets (of 127,072 plans)
- #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.
- $9M
- total plan assets (2023 EOY)
- 15
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $620,394
- avg assets per participant
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.
Doleski & Wolford Orthodontics, P.C. across 3 plan years on file
Across the 3 plan years Doleski & Wolford Orthodontics, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $11M, a gain of 57.1%, while reported participants moved from 16 to 17 (+6.3%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($7M).
Doleski & Wolford Orthodontics, P.C. multi-year asset trail
| 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 EIN | 204076998 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING 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
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Doleski & Wolford Orthodontics PC Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Doleski & Wolford Orthodontics PC Retirement Plan assets move in 2023? ▼
How have Doleski & Wolford Orthodontics, P.C. plan assets changed over time? ▼
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Next read for Doleski & Wolford Orthodontics PC Retire…
Multi-year trail
Ways to act on Doleski & Wolford Orthodontics PC Retirement Plan's numbers.
- By total assets, Doleski & Wolford Orthodontics PC Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Doleski & Wolford Orthodontics, P.C.'s sponsor-wide assets have grown 57.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans