Profit Sharing · DOL Form 5500 · 2023

Stephen D. Cooke Dds, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
21
Participants Small participant base
49th
Percentile by assets National rank
$301,803
Avg per participant High balance/head
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Official DOL plan name: Stephen D. Cooke, Dds, Inc. Profit Sharing Plan · Sponsored by Stephen D. Cooke Dds, Inc. · Ohio · Healthcare & Social Assistance

$6M in assets, 21 participants

Stephen D. Cooke Dds, Inc.'s Stephen D. Cooke, Dds, Inc. Profit Sharing Plan reported $6M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,550 in Healthcare & Social Assistance (17,684 peers)

Stephen D. Cooke Dds, Inc. multi-year trail

Stephen D. Cooke Dds, Inc.'s plans moved +15.3% in assets from 2022 to 2024; this filing shows Stephen D. Cooke, Dds, Inc. Profit Sharing Plan at $6M / 21 participants.

#9,550
in Healthcare & Social Assistance (17,684 peers)
+10.6%
assets growth YoY

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan vs every filed plan by assets

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

$6,337,868 49th percentile higher than 49% 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

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephen D. Cooke, Dds, Inc. Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stephen D. Cooke, Dds, Inc. Profit Sharing Plan reported net income rose from -$890K in the plan year 2022 filing to $608K in the plan year 2023 filing.
  • Stephen D. Cooke, Dds, Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Stephen D. Cooke, Dds, Inc. Profit Sharing Plan reported participants rose from 20 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341346717 · Stephen D. Cooke Dds, Inc. PY 2023 · Profit Sharing

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan · $6M · 21 · 49th

  • PART $6M
  • PART 21
  • PART 49th
  • PART Profit Sharing
  • PART near Haury Plumbing & Heating Inc Profit-Sharing Plan
  • PART ind #9550

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 Ohio →

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan in the asset neighbourhood

North Shore Residential Development, Inc Retirement PlanNorth Shore Residential Deve…$6MStephen D. Cooke, Dds, Inc. Profit Sharing PlanStephen D. Cooke, Dds, Inc. …$6MWoodward Hrt Retirement Account PlanWoodward Hrt Retirement Acco…$6MHaury Plumbing & Heating Inc Profit-Sharing PlanHaury Plumbing & Heating Inc…$6MWard Financial Company Profit Sharing PlanWard Financial Company Profi…$6M
End-of-year total assets ($M) among Stephen D. Cooke, Dds, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Stephen D. Cooke Dds, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stephen D. Cooke Dds, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.309039653334395% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $5.73M $6.61M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 20 $6M
2023 1 21 $6M
2024 1 19 $7M

Stephen D. Cooke Dds, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$608K
Employer EIN341346717
Plan Effective Date1981-10-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Stephen D. Cooke, Dds, Inc. Profit Sharing Plan, Total assets ($B): 0.006337868 · Participants: 21Stephen D. Cooke, Dds, Inc. Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Stephen D. Cooke, Dds, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Stephen D. Cooke, Dds, Inc. Profit Sharing Plan side-by-side with 3 peers →

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Haury Plumbing & Heating Inc Profit-Sharing Plan in IL ($6M); by covered participants it is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Stephen D. Cooke, Dds, Inc. Profit Sharing Plan assets move in 2023? ▼
Stephen D. Cooke, Dds, Inc. Profit Sharing Plan grew at a solid clip - up 10.6% during 2023, from $6M to $6M. Reported net income was $608K.
How have Stephen D. Cooke Dds, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen D. Cooke Dds, Inc.'s sponsor-wide assets grew 15.3%, from $6M to $7M.
Which Profit Sharing plans are similar in size to Stephen D. Cooke, Dds, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Haury Plumbing & Heating Inc Profit-Sharing Plan in IL ($6M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Stephen D. Cooke, Dds, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA (21 participants, $18M 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 341346717.

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.