Profit Sharing · DOL Form 5500 · 2023

James Koretz, D.M.D. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
26th
Percentile by assets National rank
$273,309
Avg per participant High balance/head
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Official DOL plan name: James Koretz, D.M.D. Profit Sharing Plan · Sponsored by James Koretz, D.M.D. · New York · Healthcare & Social Assistance

$1M in assets, 5 participants

James Koretz, D.M.D.'s James Koretz, D.M.D. Profit Sharing Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,057 in Healthcare & Social Assistance (17,684 peers)

James Koretz, D.M.D. multi-year trail

James Koretz, D.M.D.'s plans moved +29.9% in assets from 2022 to 2024; this filing shows James Koretz, D.M.D. Profit Sharing Plan at $1M / 5 participants.

#4,057
in Healthcare & Social Assistance (17,684 peers)
+11.9%
assets growth YoY

James Koretz, D.M.D. Profit Sharing Plan among the smaller filed plans by assets

James Koretz, D.M.D. Profit Sharing Plan vs every filed plan by assets

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

$1,366,544 26th percentile higher than 26% 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

James Koretz, D.M.D. 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. James Koretz, D.M.D. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James Koretz, D.M.D. Profit Sharing Plan reported net income rose from -$321K in the plan year 2022 filing to $145K in the plan year 2023 filing.
  • James Koretz, D.M.D. Profit Sharing Plan reported participants rose from 3 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • James Koretz, D.M.D. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133147521 · James Koretz, D.M.D. PY 2023 · Profit Sharing

James Koretz, D.M.D. Profit Sharing Plan · $1M · 5 · 26th

  • RANK $1M
  • RANK 5
  • RANK 26th
  • RANK Profit Sharing
  • RANK near Cardiovascular Surgery Intl Inc. Profit Sharing Plan
  • RANK ind #4057

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 York →

James Koretz, D.M.D. Profit Sharing Plan in the asset neighbourhood

James Koretz, D.M.D. Profit Sharing PlanJames Koretz, D.M.D. Profit …$1MCardiovascular Surgery Intl Inc. Profit Sharing PlanCardiovascular Surgery Intl …$1MHenshell & Buccellato Profit Sharing PlanHenshell & Buccellato Profit…$1MMonchek and Associates, Inc. Profit Sharing Plan aMonchek and Associates, Inc.…$1MNokes & Quinn, a Professional Corporation Profit Sharing PlanNokes & Quinn, a Professiona…$1M
End-of-year total assets ($M) among James Koretz, D.M.D. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

James Koretz, D.M.D. multi-year asset trail

Sponsor-wide plan assets over time

All James Koretz, D.M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 29.918842264231255% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.22M $1.59M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 5 $1M
2024 1 5 $2M

James Koretz, D.M.D. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$145K
Employer EIN133147521
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

James Koretz, D.M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants James Koretz, D.M.D. Profit Sharing Plan, Total assets ($B): 0.001366544 · Participants: 5James Koretz, D.M.D. Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
James Koretz, D.M.D. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare James Koretz, D.M.D. Profit Sharing Plan side-by-side with 3 peers →

James Koretz, D.M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Cardiovascular Surgery Intl Inc. Profit Sharing Plan in FL ($1M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 James Koretz, D.M.D. Profit Sharing Plan assets move in 2023? ▼
James Koretz, D.M.D. Profit Sharing Plan grew at a solid clip - up 11.9% during 2023, from $1M to $1M. Reported net income was $145K.
How have James Koretz, D.M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Koretz, D.M.D.'s sponsor-wide assets grew 29.9%, from $1M to $2M.
Which Profit Sharing plans are similar in size to James Koretz, D.M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cardiovascular Surgery Intl Inc. Profit Sharing Plan in FL ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to James Koretz, D.M.D. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 133147521.

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.