Profit Sharing · DOL Form 5500 · 2023

F Stephen Bauer Dmd Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: F Stephen Bauer Profit Sharing Plan · Sponsored by F Stephen Bauer Dmd · New Jersey · Healthcare & Social Assistance

$3M in assets, 2 participants

F Stephen Bauer Dmd's F Stephen Bauer Profit Sharing Plan reported $3M in total assets and 2 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.

  • #5,945 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

F Stephen Bauer Profit Sharing Plan holds $3M for 2 participants - about $1.3M per participant, in the lower half of filed plans by assets.

#5,945
in Healthcare & Social Assistance (17,684 peers)
+2.3%
assets growth YoY

F Stephen Bauer Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

F Stephen Bauer Profit Sharing Plan vs every filed plan by assets

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

$2,586,537 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

F Stephen Bauer 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. F Stephen Bauer Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • F Stephen Bauer Profit Sharing Plan reported net income rose from -$273K in the plan year 2022 filing to $59K in the plan year 2023 filing.
  • F Stephen Bauer Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222256011 · F Stephen Bauer Dmd PY 2023 · Profit Sharing

F Stephen Bauer Profit Sharing Plan · $3M · 2 · 34th

  • SCH $3M
  • EBSA 2
  • PART 34th
  • TYPE Profit Sharing
  • NET near Aunt Martha's Health and Wellness 403(b) Plan
  • BOOK ind #5945

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 New Jersey →

F Stephen Bauer Profit Sharing Plan in the asset neighbourhood

F Stephen Bauer Profit Sharing PlanF Stephen Bauer Profit Shari…$3MAunt Martha's Health and Wellness 403(b) PlanAunt Martha's Health and Wel…$3MApplied Construction Solutions, Inc. 401(k) PlanApplied Construction Solutio…$3MTenney & Co Profit Sharing PlanTenney & Co Profit Sharing P…$3MSmh Holdings Inc. Retirement PlanSmh Holdings Inc. Retirement…$3M
End-of-year total assets ($M) among F Stephen Bauer Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$59K
Employer EIN222256011
Plan Effective Date1981-12-03
Filing StatusFILING RECEIVED

Sponsor Plan History (F Stephen Bauer Dmd)

Sponsor-wide plan assets over time

All F Stephen Bauer Dmd plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2.347367496381391% vs 2022
2023 filing year
$2.52M$2.54M$2.56M$2.58M$2.6M 20222023 $2.53M $2.59M ▲ +2.4%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M

Nearby Profit Sharing Plans in New Jersey

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

F Stephen Bauer Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants F Stephen Bauer Profit Sharing Plan, Total assets ($B): 0.002586537 · Participants: 2F Stephen Bauer Profit Sharing PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
F Stephen Bauer Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare F Stephen Bauer Profit Sharing Plan side-by-side with 3 peers →

F Stephen Bauer Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Aunt Martha's Health and Wellness 403(b) Plan in IL ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 F Stephen Bauer Profit Sharing Plan assets move in 2023? ▼
F Stephen Bauer Profit Sharing Plan edged up modestly - up 2.3% during 2023, from $3M to $3M. Reported net income was $59K.
How have F Stephen Bauer Dmd plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), F Stephen Bauer Dmd's sponsor-wide assets grew 2.3%, from $3M to $3M.
Which Profit Sharing plans are similar in size to F Stephen Bauer Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Aunt Martha's Health and Wellness 403(b) Plan in IL ($3M, 733 participants).
Which Profit Sharing plans cover a similar participant headcount to F Stephen Bauer Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 222256011.

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.