Profit Sharing · DOL Form 5500 · 2023

Wardlaw Orthodontics, PA Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
34th
Percentile by assets National rank
$217,752
Avg per participant Above avg balance/head
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Official DOL plan name: Wardlaw Ortho. Profit Sharing Plan & Trust · Sponsored by Wardlaw Orthodontics, PA · Arkansas · Healthcare & Social Assistance

$3M in assets, 12 participants

Wardlaw Orthodontics, PA's Wardlaw Ortho. Profit Sharing Plan & Trust reported $3M in total assets and 12 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.

  • #5,985 in Healthcare & Social Assistance (17,684 peers)

Wardlaw Orthodontics, PA multi-year trail

Wardlaw Orthodontics, PA's plans moved +43.6% in assets from 2022 to 2024; this filing shows Wardlaw Ortho. Profit Sharing Plan & Trust at $3M / 12 participants.

#5,985
in Healthcare & Social Assistance (17,684 peers)
+23.3%
assets growth YoY

Wardlaw Ortho. Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wardlaw Ortho. Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,613,028 34th percentile higher than 34% 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

Wardlaw Ortho. Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wardlaw Ortho. Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wardlaw Ortho. Profit Sharing Plan & Trust reported net income rose from -$554K in the plan year 2022 filing to $493K in the plan year 2023 filing.
  • Wardlaw Ortho. Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wardlaw Ortho. Profit Sharing Plan & Trust reported participants rose from 11 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 710455765 · Wardlaw Orthodontics, PA PY 2023 · Profit Sharing

Wardlaw Ortho. Profit Sharing Plan & Trust · $3M · 12 · 34th

  • TYPE $3M
  • NET 12
  • BOOK 34th
  • VS-ST Profit Sharing
  • BOY near Aunt Charlottes Candies Inc Profit Sharing Plan
  • SCH ind #5985

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 Arkansas →

Wardlaw Ortho. Profit Sharing Plan & Trust in the asset neighbourhood

C D Healthcare Profit Sharing Plan and TrustC D Healthcare Profit Sharin…$3MWardlaw Ortho. Profit Sharing Plan & TrustWardlaw Ortho. Profit Sharin…$3MAunt Charlottes Candies Inc Profit Sharing PlanAunt Charlottes Candies Inc …$3MRdt Profit Sharing Plan$3MEmployee Profit Sharing Plan and Trust AgreementEmployee Profit Sharing Plan…$3M
End-of-year total assets ($M) among Wardlaw Ortho. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Wardlaw Orthodontics, PA multi-year asset trail

Sponsor-wide plan assets over time

All Wardlaw Orthodontics, PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 43.566155571982456% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.12M $3.04M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 12 $3M
2024 1 11 $3M

Wardlaw Orthodontics, PA filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$493K
Employer EIN710455765
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arkansas

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

Wardlaw Ortho. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 01020304050 Total assets ($M) Participants Wardlaw Ortho. Profit Sharing Plan & Trust, Total assets ($M): 2.613028 · Participants: 12Wardlaw Ortho. Profit Sharing Plan & TrustHeifer International 403(b) Plan, Total assets ($M): 46.299637 · Participants: 249Heifer International 403(b) PlanArcare Retirement Plan, Total assets ($M): 40.943843 · Participants: 1251Arcare Retirement PlanBaxter Regional Medical Center 401(a) Plan, Total assets ($M): 40.610842 · Participants: 1616Baxter Regional Medical Center 401(a) PlanDyke Industries, Inc. Profit Sharing Plan & Trust, Total assets ($M): 33.593658 · Participants: 596Dyke Industries, Inc. Profit Sharing Plan & TrustWehco Profit Sharing Plan, Total assets ($M): 19.68061 · Participants: 654Wehco Profit Sharing Plan
Wardlaw Ortho. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Arkansas, assets vs. participants
Compare Wardlaw Ortho. Profit Sharing Plan & Trust side-by-side with 3 peers →

Wardlaw Ortho. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Arkansas, the nearest Profit Sharing by assets is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ ($3M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Wardlaw Ortho. Profit Sharing Plan & Trust assets move in 2023? ▼
Wardlaw Ortho. Profit Sharing Plan & Trust grew sharply - up 23.3% during 2023, from $2M to $3M. Reported net income was $493K.
How have Wardlaw Orthodontics, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wardlaw Orthodontics, PA's sponsor-wide assets grew 43.6%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Wardlaw Ortho. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ ($3M, 17 participants).
Which Profit Sharing plans cover a similar participant headcount to Wardlaw Ortho. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants, $389K 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 710455765.

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.