Profit Sharing · DOL Form 5500 · 2023
Lance D. Green Dds, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $484K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $161,407
- Avg per participant Above avg balance/head
Official DOL plan name: Lance D. Green Dds, P.C. Retirement Plan · Sponsored by Lance D. Green Dds, P.C. · Arizona · Healthcare & Social Assistance
$484K in assets, 3 participants
Lance D. Green Dds, P.C.'s Lance D. Green Dds, P.C. Retirement Plan reported $484K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #2,280 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Lance D. Green Dds, P.C. Retirement Plan holds $484K for 3 participants - about $161,407 per participant, among the smaller plans by assets on file.
- #2,280
- in Healthcare & Social Assistance (17,684 peers)
- +2.1%
- assets growth YoY
Lance D. Green Dds, P.C. Retirement Plan among the smaller filed plans by assets
Lance D. Green Dds, P.C. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$484,222 18th percentile higher than 18% 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
Lance D. Green Dds, P.C. Retirement 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. Lance D. Green Dds, P.C. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lance D. Green Dds, P.C. Retirement Plan reported net income fell from $64K in the plan year 2022 filing to $10K in the plan year 2023 filing.
- Lance D. Green Dds, P.C. Retirement Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Lance D. Green Dds, P.C. Retirement Plan end-of-year assets rose from $474K in the plan year 2022 filing to $484K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 454115446 · Lance D. Green Dds, P.C. PY 2023 · Profit Sharing
Lance D. Green Dds, P.C. Retirement Plan · $484K · 3 · 18th
- EIN $484K
- EIN 3
- EIN 18th
- EIN Profit Sharing
- EIN near Rc&b Holdings Corp. Profit Sharing Plan
- EIN ind #2280
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 Arizona →
Lance D. Green Dds, P.C. Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $474K |
|---|---|
| Net Assets (End of Year) | $484K |
| Net Income | $10K |
| Employer EIN | 454115446 |
| Plan Effective Date | 2011-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lance D. Green Dds, P.C.)
Sponsor-wide plan assets over time
All Lance D. Green Dds, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $495K 4.300571989989648% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $474K |
| 2023 | 1 | 3 | $484K |
| 2024 | 1 | 3 | $495K |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Kitchell Affiliates Employees' Profit Sharing Plan $55M · 543
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $44M · 1,680
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $38M · 26
- Marana Health Center, Inc. 403b Plan $28M · 725
- Center for Biological Diversity 403(b) DC Plan $26M · 180
Lance D. Green Dds, P.C. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Rc&b Holdings Corp. Profit Sharing Plan in FL ($484K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($484K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.