Profit Sharing · DOL Form 5500 · 2023

Jeffrey W Irwin Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
38th
Percentile by assets National rank
$891,817
Avg per participant High balance/head
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Official DOL plan name: Jeffrey W Irwin Dds Profit Sharing Pension Plan · Sponsored by Jeffrey W Irwin · Pennsylvania · Healthcare & Social Assistance

$4M in assets, 4 participants

Jeffrey W Irwin's Jeffrey W Irwin Dds Profit Sharing Pension Plan reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,122 in Healthcare & Social Assistance (17,684 peers)

Jeffrey W Irwin multi-year trail

Jeffrey W Irwin's plans moved +11.1% in assets from 2022 to 2024; this filing shows Jeffrey W Irwin Dds Profit Sharing Pension Plan at $4M / 4 participants.

#7,122
in Healthcare & Social Assistance (17,684 peers)
+4.2%
assets growth YoY

Jeffrey W Irwin Dds Profit Sharing Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jeffrey W Irwin Dds Profit Sharing Pension Plan vs every filed plan by assets

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

$3,567,267 38th percentile higher than 38% 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

Jeffrey W Irwin Dds Profit Sharing Pension 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. Jeffrey W Irwin Dds Profit Sharing Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeffrey W Irwin Dds Profit Sharing Pension Plan reported net income rose from -$210K in the plan year 2022 filing to $145K in the plan year 2023 filing.
  • Jeffrey W Irwin Dds Profit Sharing Pension Plan 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 →

Published 5500 schedule card

Filing strip 251358264 · Jeffrey W Irwin PY 2023 · Profit Sharing

Jeffrey W Irwin Dds Profit Sharing Pension Plan · $4M · 4 · 38th

  • PHOTO $4M
  • PHOTO 4
  • PHOTO 38th
  • PHOTO Profit Sharing
  • PHOTO near David M. Hirsh Md PC Employees Profit Sharing Plan
  • PHOTO ind #7122

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 →

Jeffrey W Irwin Dds Profit Sharing Pension Plan in the asset neighbourhood

Jeffrey W Irwin Dds Profit Sharing Pension PlanJeffrey W Irwin Dds Profit S…$4MDavid M. Hirsh Md PC Employees Profit Sharing PlanDavid M. Hirsh Md PC Employe…$4MCharles B Mallin Dds PC Profit Sharing Plan and TrustCharles B Mallin Dds PC Prof…$4MVictor Tenenbaum Merrill Lynch Profit Sharing PlanVictor Tenenbaum Merrill Lyn…$4MJinichi Tokeshi, M.D., Inc. Profit Sharing Plan (002)Jinichi Tokeshi, M.D., Inc. …$4M
End-of-year total assets ($M) among Jeffrey W Irwin Dds Profit Sharing Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jeffrey W Irwin multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey W Irwin plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.10238164455164% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.42M $3.8M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $4M
2024 1 3 $4M

Jeffrey W Irwin filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$145K
Employer EIN251358264
Plan Effective Date1980-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Jeffrey W Irwin Dds Profit Sharing Pension 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 ($B) Participants Jeffrey W Irwin Dds Profit Sharing Pension Plan, Total assets ($B): 0.003567267 · Participants: 4Jeffrey W Irwin Dds Profit Sharing Pension 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
Jeffrey W Irwin Dds Profit Sharing Pension Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Jeffrey W Irwin Dds Profit Sharing Pension Plan side-by-side with 3 peers →

Jeffrey W Irwin Dds Profit Sharing Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is David M. Hirsh Md PC Employees Profit Sharing Plan in NY ($4M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Jeffrey W Irwin Dds Profit Sharing Pension Plan assets move in 2023? ▼
Jeffrey W Irwin Dds Profit Sharing Pension Plan edged up modestly - up 4.2% during 2023, from $3M to $4M. Reported net income was $145K.
How have Jeffrey W Irwin plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey W Irwin's sponsor-wide assets grew 11.1%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Jeffrey W Irwin Dds Profit Sharing Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is David M. Hirsh Md PC Employees Profit Sharing Plan in NY ($4M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Jeffrey W Irwin Dds Profit Sharing Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 251358264.

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.