401(k) · DOL Form 5500 · 2023

Marcus a. Castro, D.D.S. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
42nd
Percentile by assets National rank
$486,182
Avg per participant High balance/head
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Official DOL plan name: Marcus a. Castro, D.D.S. Profit Sharing Plan · Sponsored by Marcus a. Castro, D.D.S. · Ohio · Healthcare & Social Assistance

$4M in assets, 9 participants

Marcus a. Castro, D.D.S.'s Marcus a. Castro, D.D.S. 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.

  • #7,988 in Healthcare & Social Assistance (17,684 peers)

Marcus a. Castro, D.D.S. multi-year trail

Marcus a. Castro, D.D.S.'s plans moved +43.5% in assets from 2022 to 2024; this filing shows Marcus a. Castro, D.D.S. Profit Sharing Plan at $4M / 9 participants.

#7,988
in Healthcare & Social Assistance (17,684 peers)
+22.8%
assets growth YoY

Marcus a. Castro, D.D.S. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Marcus a. Castro, D.D.S. Profit Sharing Plan vs every filed plan by assets

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

$4,375,638 42nd percentile higher than 42% 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

Marcus a. Castro, D.D.S. 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. Marcus a. Castro, D.D.S. 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

  • Marcus a. Castro, D.D.S. Profit Sharing Plan reported net income rose from -$587K in the plan year 2022 filing to $814K in the plan year 2023 filing.
  • Marcus a. Castro, D.D.S. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341712254 · Marcus a. Castro, D.D.S. PY 2023 · 401(k)

Marcus a. Castro, D.D.S. Profit Sharing Plan · $4M · 9 · 42nd

  • 5500 $4M
  • 5500 9
  • 5500 42nd
  • 5500 401(k)
  • 5500 near Spring Prairie Hb, Inc.
  • 5500 ind #7988

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 Ohio →

Marcus a. Castro, D.D.S. Profit Sharing Plan in the asset neighbourhood

Marcus a. Castro, D.D.S. Profit Sharing PlanMarcus a. Castro, D.D.S. Pro…$4MSpring Prairie Hb, Inc.$4MMorgan Asphalt Inc. 401(k) Retirement PlanMorgan Asphalt Inc. 401(k) R…$4MPresident Global & Ameripec Inc. 401(k) PlanPresident Global & Ameripec …$4MBrookside Partners 401(k) Profit Sharing PlanBrookside Partners 401(k) Pr…$4M
End-of-year total assets ($M) among Marcus a. Castro, D.D.S. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Marcus a. Castro, D.D.S. multi-year asset trail

Sponsor-wide plan assets over time

All Marcus a. Castro, D.D.S. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 43.45630244787148% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.56M $5.11M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 9 $4M
2023 1 9 $4M
2024 1 8 $5M

Marcus a. Castro, D.D.S. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$814K
Employer EIN341712254
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Marcus a. Castro, D.D.S. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Marcus a. Castro, D.D.S. Profit Sharing Plan, Total assets ($B): 0.004375638 · Participants: 9Marcus a. Castro, D.D.S. Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Marcus a. Castro, D.D.S. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Marcus a. Castro, D.D.S. Profit Sharing Plan side-by-side with 3 peers →

Marcus a. Castro, D.D.S. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Spring Prairie Hb, Inc. in MN ($4M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Marcus a. Castro, D.D.S. Profit Sharing Plan assets move in 2023? ▼
Marcus a. Castro, D.D.S. Profit Sharing Plan grew sharply - up 22.8% during 2023, from $4M to $4M. Reported net income was $814K.
How have Marcus a. Castro, D.D.S. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marcus a. Castro, D.D.S.'s sponsor-wide assets grew 43.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Marcus a. Castro, D.D.S. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spring Prairie Hb, Inc. in MN ($4M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Marcus a. Castro, D.D.S. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 341712254.

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.