Profit Sharing · DOL Form 5500 · 2023

Lillian C Carpio, Dds PC Profit Sharing Plan

Data updated 2026-08-25

$774K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$257,863
Avg per participant Above avg balance/head
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Official DOL plan name: Lillian C. Carpio Dds PC Profit Sharing Plan · Sponsored by Lillian C Carpio, Dds PC · Virginia · Healthcare & Social Assistance

$774K in assets, 3 participants

Lillian C Carpio, Dds PC's Lillian C. Carpio Dds PC Profit Sharing Plan reported $774K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,996 in Healthcare & Social Assistance (17,684 peers)

Lillian C Carpio, Dds PC multi-year trail

Lillian C Carpio, Dds PC's plans moved +48.3% in assets from 2022 to 2024; this filing shows Lillian C. Carpio Dds PC Profit Sharing Plan at $774K / 3 participants.

#2,996
in Healthcare & Social Assistance (17,684 peers)
+24.3%
assets growth YoY

Lillian C. Carpio Dds PC Profit Sharing Plan among the smaller filed plans by assets

Lillian C. Carpio Dds PC Profit Sharing Plan vs every filed plan by assets

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

$773,588 21st percentile higher than 21% 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

Lillian C. Carpio Dds PC 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. Lillian C. Carpio Dds PC 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

  • Lillian C. Carpio Dds PC Profit Sharing Plan reported net income rose from -$72K in the plan year 2022 filing to $151K in the plan year 2023 filing.
  • Lillian C. Carpio Dds PC Profit Sharing Plan end-of-year assets rose from $622K in the plan year 2022 filing to $774K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200673513 · Lillian C Carpio, Dds PC PY 2023 · Profit Sharing

Lillian C. Carpio Dds PC Profit Sharing Plan · $774K · 3 · 21st

  • 5500 $774K
  • ASSETS 3
  • PCT 21st
  • EIN Profit Sharing
  • RANK near G6 Provisions 401(k) Trust
  • PHOTO ind #2996

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 Virginia →

Lillian C. Carpio Dds PC Profit Sharing Plan in the asset neighbourhood

Lillian C. Carpio Dds PC Profit Sharing PlanLillian C. Carpio Dds PC Pro…$774KG6 Provisions 401(k) Trust$774KFreeman's Rubicon Inc. Retirement PlanFreeman's Rubicon Inc. Retir…$774KJd Cooper Logistics Inc. Retirement PlanJd Cooper Logistics Inc. Ret…$774KSpitz Endeavors Inc. Retirement PlanSpitz Endeavors Inc. Retirem…$773K
End-of-year total assets ($M) among Lillian C. Carpio Dds PC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Lillian C Carpio, Dds PC multi-year asset trail

Sponsor-wide plan assets over time

All Lillian C Carpio, Dds PC plans reported in each filing year

Latest sponsor-wide plan assets
$923K 48.33468594065134% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.62M $0.92M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 3 $622K
2023 1 3 $774K
2024 1 4 $923K

Lillian C Carpio, Dds PC filing trail (2023)

Total Assets (Beginning of Year)$622K
Net Assets (End of Year)$774K
Net Income$151K
Employer EIN200673513
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

Lillian C. Carpio Dds PC Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Lillian C. Carpio Dds PC Profit Sharing Plan, Total assets ($B): 0.000773588 · Participants: 3Lillian C. Carpio Dds PC Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Lillian C. Carpio Dds PC Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Lillian C. Carpio Dds PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is G6 Provisions 401(k) Trust in NJ ($774K); 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 ($774K 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.

Frequently Asked Questions

How did Lillian C. Carpio Dds PC Profit Sharing Plan assets move in 2023?
Lillian C. Carpio Dds PC Profit Sharing Plan grew sharply - up 24.3% during 2023, from $622K to $774K. Reported net income was $151K.
How have Lillian C Carpio, Dds PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Lillian C Carpio, Dds PC's sponsor-wide assets grew 48.3%, from $622K to $923K.
Where does Lillian C. Carpio Dds PC Profit Sharing Plan rank by assets among Form 5500 filers?
Lillian C. Carpio Dds PC Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lillian C. Carpio Dds PC Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is G6 Provisions 401(k) Trust in NJ ($774K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Lillian C. Carpio Dds PC 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).