Profit Sharing · DOL Form 5500 · 2023
Rebecca Lee Dds a Dental Corp Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $329,577
- Avg per participant High balance/head
Official DOL plan name: Rebecca Lee Dds a Dental Corp Profit Sharing Plan · Sponsored by Rebecca Lee Dds a Dental Corp · California · Healthcare & Social Assistance
$2M in assets, 6 participants
Rebecca Lee Dds a Dental Corp's Rebecca Lee Dds a Dental Corp Profit Sharing Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #5,098 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Rebecca Lee Dds a Dental Corp Profit Sharing Plan grew sharply 15.3% in 2023 ($2M → $2M) for 6 participants.
- #5,098
- in Healthcare & Social Assistance (17,684 peers)
- +15.3%
- assets growth YoY
Rebecca Lee Dds a Dental Corp Profit Sharing Plan among the smaller filed plans by assets
Rebecca Lee Dds a Dental Corp Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,977,460 30th percentile higher than 30% 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
Rebecca Lee Dds a Dental Corp 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. Rebecca Lee Dds a Dental Corp 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
- Rebecca Lee Dds a Dental Corp Profit Sharing Plan reported net income rose from -$130K in the plan year 2022 filing to $263K in the plan year 2023 filing.
- Rebecca Lee Dds a Dental Corp Profit Sharing Plan reported participants fell from 8 in the plan year 2022 filing to 6 in the plan year 2023 filing.
- Rebecca Lee Dds a Dental Corp Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 461344162 · Rebecca Lee Dds a Dental Corp PY 2023 · Profit Sharing
Rebecca Lee Dds a Dental Corp Profit Sharing Plan · $2M · 6 · 30th
- PCT $2M
- EIN 6
- RANK 30th
- PHOTO Profit Sharing
- IND near Ray Wollner Excavating, Inc. Profit Sharing Plan
- EOY ind #5098
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 California →
Rebecca Lee Dds a Dental Corp Profit Sharing Plan in the asset neighbourhood
Rebecca Lee Dds a Dental Corp years around the 2023 move
Sponsor-wide plan assets over time
All Rebecca Lee Dds a Dental Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 18 | $2M |
| 2023 | 2 | 12 | $3M |
| 2024 | 2 | 12 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $263K |
| Employer EIN | 461344162 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Rebecca Lee Dds a Dental Corp Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Ray Wollner Excavating, Inc. Profit Sharing Plan in WI ($2M); 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 ($2M 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.