Profit Sharing · DOL Form 5500 · 2023

Lawrence E. Porteous, Dds, Adc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$766,777
Avg per participant High balance/head
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Official DOL plan name: Lawrence E. Porteous, Dds, Adc Profit Sharing Plan · Sponsored by Lawrence E. Porteous, Dds, Adc · California · Healthcare & Social Assistance

$2M in assets, 3 participants

Lawrence E. Porteous, Dds, Adc's Lawrence E. Porteous, Dds, Adc Profit Sharing Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,570 in Healthcare & Social Assistance (17,684 peers)

Lawrence E. Porteous, Dds, Adc multi-year trail

Lawrence E. Porteous, Dds, Adc's plans moved +24.6% in assets from 2022 to 2024; this filing shows Lawrence E. Porteous, Dds, Adc Profit Sharing Plan at $2M / 3 participants.

#5,570
in Healthcare & Social Assistance (17,684 peers)
+25.8%
assets growth YoY

Lawrence E. Porteous, Dds, Adc Profit Sharing Plan among the smaller filed plans by assets

Lawrence E. Porteous, Dds, Adc Profit Sharing Plan vs every filed plan by assets

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

$2,300,331 32nd percentile higher than 32% 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

Lawrence E. Porteous, Dds, Adc 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. Lawrence E. Porteous, Dds, Adc Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lawrence E. Porteous, Dds, Adc Profit Sharing Plan reported net income rose from $39K in the plan year 2022 filing to $472K in the plan year 2023 filing.
  • Lawrence E. Porteous, Dds, Adc Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942910589 · Lawrence E. Porteous, Dds, Adc PY 2023 · Profit Sharing

Lawrence E. Porteous, Dds, Adc Profit Sharing Plan · $2M · 3 · 32nd

  • 5500 $2M
  • ASSETS 3
  • PCT 32nd
  • EIN Profit Sharing
  • RANK near Mjcd & Associates, Inc. Retirement Plan
  • PHOTO ind #5570

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 →

Lawrence E. Porteous, Dds, Adc Profit Sharing Plan in the asset neighbourhood

Lawrence E. Porteous, Dds, Adc Profit Sharing PlanLawrence E. Porteous, Dds, A…$2MMjcd & Associates, Inc. Retirement PlanMjcd & Associates, Inc. Reti…$2MReid Corporation Amended and Restated Employee Ret. Plan & TrustReid Corporation Amended and…$2MJ. Tome and C. Mercado Retirement PlanJ. Tome and C. Mercado Retir…$2MThe Petersen Companies, Inc, Profit Sharing Plan 47904 Anna Ct Wixom, Mi 48393The Petersen Companies, Inc,…$2M
End-of-year total assets ($M) among Lawrence E. Porteous, Dds, Adc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Lawrence E. Porteous, Dds, Adc multi-year asset trail

Sponsor-wide plan assets over time

All Lawrence E. Porteous, Dds, Adc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.606167503067777% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.83M $2.28M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Lawrence E. Porteous, Dds, Adc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$472K
Employer EIN942910589
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Lawrence E. Porteous, Dds, Adc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Lawrence E. Porteous, Dds, Adc Profit Sharing Plan, Total assets ($B): 0.002300331 · Participants: 3Lawrence E. Porteous, Dds, Adc Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Lawrence E. Porteous, Dds, Adc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Lawrence E. Porteous, Dds, Adc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Mjcd & Associates, Inc. Retirement Plan in OH ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

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 Lawrence E. Porteous, Dds, Adc Profit Sharing Plan assets move in 2023?
Lawrence E. Porteous, Dds, Adc Profit Sharing Plan grew sharply - up 25.8% during 2023, from $2M to $2M. Reported net income was $472K.
How have Lawrence E. Porteous, Dds, Adc plan assets changed over time?
Across 3 plan years on file (2022-2024), Lawrence E. Porteous, Dds, Adc's sponsor-wide assets grew 24.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Lawrence E. Porteous, Dds, Adc Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Mjcd & Associates, Inc. Retirement Plan in OH ($2M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Lawrence E. Porteous, Dds, Adc Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).