Profit Sharing · DOL Form 5500 · 2023
Dan Rosen, D.D.S. and Shahram R. Nourian, D.D.S., Apc Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $492,541
- Avg per participant High balance/head
Official DOL plan name: Dan Rosen, D.D.S., Shahram R. Nourian, D.D.S., Inc. Profit Sharing Plan · Sponsored by Dan Rosen, D.D.S. and Shahram R. Nourian, D.D.S., Apc · California · Healthcare & Social Assistance
$4M in assets, 9 participants
Dan Rosen, D.D.S. and Shahram R. Nourian, D.D.S., Apc's Dan Rosen, D.D.S., Shahram R. Nourian, D.D.S., Inc. Profit Sharing Plan reported $4M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,037 in Healthcare & Social Assistance (17,684 peers)
Dan Rosen, D.D.S. and Shahram R. Nourian, D.D.S., Apc multi-year trail
Dan Rosen, D.D.S. and Shahram R. Nourian, D.D.S., Apc's plans moved +36.1% in assets from 2022 to 2024; this filing shows Dan Rosen, D.D.S., Shahram R. Nourian, D.D.S., Inc. Profit Sharing Plan at $4M / 9 participants.
- #8,037
- in Healthcare & Social Assistance (17,684 peers)
- +15.6%
- assets growth YoY
Dan Rosen, D.D.S., Shahram R. Nourian, D.D.S., Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Dan Rosen, D.D.S., Shahram R. Nourian, D.D.S., Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,432,870 42nd percentile higher than 42% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dan Rosen, D.D.S., Shahram R. Nourian, D.D.S., Inc. 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. Dan Rosen, D.D.S., Shahram R. Nourian, D.D.S., Inc. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dan Rosen, D.D.S., Shahram R. Nourian, D.D.S., Inc. Profit Sharing Plan reported net income rose from -$413K in the plan year 2022 filing to $598K in the plan year 2023 filing.
- Dan Rosen, D.D.S., Shahram R. Nourian, D.D.S., Inc. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 911954812 · Dan Rosen, D.D.S. and Shahram R. Nourian, D.D.S., Apc PY 2023 · Profit Sharing
Dan Rosen, D.D.S., Shahram R. Nourian, D.D.S., Inc. Profit Sharing Plan · $4M · 9 · 42nd
- IND $4M
- EOY 9
- 5500 42nd
- ASSETS Profit Sharing
- PCT near South Lyon Medical Center Tax Deferred Annuity Plan
- EIN ind #8037
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 California →
Dan Rosen, D.D.S., Shahram R. Nourian, D.D.S., Inc. Profit Sharing Plan in the asset neighbourhood
Dan Rosen, D.D.S. and Shahram R. Nourian, D.D.S., Apc multi-year asset trail
Sponsor-wide plan assets over time
All Dan Rosen, D.D.S. and Shahram R. Nourian, D.D.S., Apc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 36.148331473039654% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $4M |
| 2023 | 1 | 9 | $4M |
| 2024 | 1 | 8 | $5M |
Dan Rosen, D.D.S. and Shahram R. Nourian, D.D.S., Apc filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $598K |
| Employer EIN | 911954812 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Dan Rosen, D.D.S., Shahram R. Nourian, D.D.S., Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is South Lyon Medical Center Tax Deferred Annuity Plan in NV ($4M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.