Profit Sharing · DOL Form 5500 · 2023

Ronald J. Lascoe, D.M.D. Profit Sharing Plan

Data updated 2026-08-11

$4M
Total assets
1
Participants
41st
Percentile by assets
$4.2M
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Ronald J. Lascoe, D.M.D. Profit Sharing Plan · Sponsored by Ronald J. Lascoe, D.M.D. · California · Healthcare & Social Assistance

$4M in assets, 1 participants

Ronald J. Lascoe, D.M.D.'s Ronald J. Lascoe, D.M.D. Profit Sharing Plan reported $4M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • 41st percentile by assets (of 127,072 plans)
  • #7,811 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Ronald J. Lascoe, D.M.D. Profit Sharing Plan holds $4M for 1 participant - about $4.2M per participant, in the lower half of filed plans by assets.

$4M
total plan assets (2023 EOY)
1
covered participants
41st
percentile by assets (of 127,072 plans)
$4.2M
avg assets per participant

Where Ronald J. Lascoe, D.M.D. Profit Sharing Plan sits by total assets

Ronald J. Lascoe, D.M.D. Profit Sharing Plan vs every filed plan by assets

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

$4,213,242 41st percentile higher than 41% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ronald J. Lascoe, D.M.D. Profit Sharing Plan reported net income fell from $163K in the plan year 2022 filing to $881 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

Profit Sharing filing for Ronald J. Lascoe, D.M.D. Profit Sharing Plan

Profit Sharing filing for plan year 2023: EIN 954164154 ; effective since 1996-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$881
Employer EIN954164154
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ronald J. Lascoe, D.M.D.)

$3.8M$3.9M$4M$4.1M$4.2M$4.3M 202220232024 $4.21M $3.92M ▼ -6.9%
Total plan assets by year, all Ronald J. Lascoe, D.M.D. plans on file
Year Plans Participants Total Assets
2022 1 1 $4M
2023 1 1 $4M
2024 1 1 $4M

Nearby Profit Sharing Plans in California

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

Ronald J. Lascoe, D.M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Ronald J. Lascoe, D.…, Total assets ($B): 0.004213242 · Participants: 1Ronald J. Lascoe, D.…Intel Retirement Con…, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Con…Scpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Indus…, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Indus…Memorialcare Retirem…, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirem…Disney Retirement Sa…, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Sa…
Ronald J. Lascoe, D.M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Ronald J. Lascoe, D.M.D. Profit Sharing … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Ronald J. Lascoe, D.M.D. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Ronald J. Lascoe, D.M.D. Profit Sharing Plan assets move in 2023? ▼
Ronald J. Lascoe, D.M.D. Profit Sharing Plan held essentially flat - up 0.0% during 2023, from $4M to $4M. Reported net income was $881.
How have Ronald J. Lascoe, D.M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ronald J. Lascoe, D.M.D.'s sponsor-wide assets declined 7.0%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Ronald J. Lascoe, D.M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Marvin M Siegel Cpa PC Profit Sharing Plan and Tru in IL ($4M, 8 participants).

Next read for Ronald J. Lascoe, D.M.D. Profit Sharing …

Filing takeaways

Ways to act on Ronald J. Lascoe, D.M.D. Profit Sharing Plan's numbers.

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 954164154.

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.