Profit Sharing · DOL Form 5500 · 2023
George R. Zehak Dds, PC. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $651,376
- Avg per participant High balance/head
Official DOL plan name: George R. Zehak Dds PC Employees Profit Sharing Plan · Sponsored by George R. Zehak Dds, PC. · Illinois · Healthcare & Social Assistance
$3M in assets, 4 participants
George R. Zehak Dds, PC.'s George R. Zehak Dds PC Employees Profit Sharing Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #5,976 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
George R. Zehak Dds PC Employees Profit Sharing Plan holds $3M for 4 participants - about $651,376 per participant, in the lower half of filed plans by assets.
- #5,976
- in Healthcare & Social Assistance (17,684 peers)
- +4.3%
- assets growth YoY
George R. Zehak Dds PC Employees Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
George R. Zehak Dds PC Employees Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,605,505 34th percentile higher than 34% 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
George R. Zehak Dds PC Employees 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. George R. Zehak Dds PC Employees Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- George R. Zehak Dds PC Employees Profit Sharing Plan reported net income rose from -$194K in the plan year 2022 filing to $106K in the plan year 2023 filing.
- George R. Zehak Dds PC Employees Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 363219702 · George R. Zehak Dds, PC. PY 2023 · Profit Sharing
George R. Zehak Dds PC Employees Profit Sharing Plan · $3M · 4 · 34th
- IND $3M
- IND 4
- IND 34th
- IND Profit Sharing
- IND near The Mru Invest in Your Future Plan
- IND ind #5976
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 →
George R. Zehak Dds PC Employees Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $106K |
| Employer EIN | 363219702 |
| Plan Effective Date | 1984-01-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (George R. Zehak Dds, PC.)
Sponsor-wide plan assets over time
All George R. Zehak Dds, PC. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 4 | $3M |
| 2024 | 1 | 3 | N/A |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
George R. Zehak Dds PC Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is The Mru Invest in Your Future Plan in FL ($3M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.