Profit Sharing · DOL Form 5500 · 2023

Summer Q. Hafar, D.D.S., Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
34th
Percentile by assets National rank
$669,107
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Summer Q. Hafar, D.D.S., Inc., Retirement Plan · Sponsored by Summer Q. Hafar, D.D.S., Inc. · California · Healthcare & Social Assistance

$3M in assets, 4 participants

Summer Q. Hafar, D.D.S., Inc.'s Summer Q. Hafar, D.D.S., Inc., Retirement Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,071 in Healthcare & Social Assistance (17,684 peers)

Summer Q. Hafar, D.D.S., Inc. multi-year trail

Summer Q. Hafar, D.D.S., Inc.'s plans moved +21.4% in assets from 2022 to 2024; this filing shows Summer Q. Hafar, D.D.S., Inc., Retirement Plan at $3M / 4 participants.

#6,071
in Healthcare & Social Assistance (17,684 peers)
+15.2%
assets growth YoY

Summer Q. Hafar, D.D.S., Inc., Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Summer Q. Hafar, D.D.S., Inc., Retirement Plan vs every filed plan by assets

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

$2,676,428 34th percentile higher than 34% 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

Summer Q. Hafar, D.D.S., Inc., 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. Summer Q. Hafar, D.D.S., Inc., Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Summer Q. Hafar, D.D.S., Inc., Retirement Plan reported net income rose from $175K in the plan year 2022 filing to $353K in the plan year 2023 filing.
  • Summer Q. Hafar, D.D.S., Inc., Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Summer Q. Hafar, D.D.S., Inc., Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251906193 · Summer Q. Hafar, D.D.S., Inc. PY 2023 · Profit Sharing

Summer Q. Hafar, D.D.S., Inc., Retirement Plan · $3M · 4 · 34th

  • VS-ST $3M
  • VS-ST 4
  • VS-ST 34th
  • VS-ST Profit Sharing
  • VS-ST near Ramon Ponte Tapanes Retirement Plan
  • VS-ST ind #6071

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 →

Summer Q. Hafar, D.D.S., Inc., Retirement Plan in the asset neighbourhood

Summer Q. Hafar, D.D.S., Inc., Retirement PlanSummer Q. Hafar, D.D.S., Inc…$3MRamon Ponte Tapanes Retirement PlanRamon Ponte Tapanes Retireme…$3MMiguel a. Campos Esteve Retirement PlanMiguel a. Campos Esteve Reti…$3MMinnesota Council of Nonprofits, Inc. 403(b) PlanMinnesota Council of Nonprof…$3MEl Dorado Holdings, Inc. Profit Sharing PlanEl Dorado Holdings, Inc. Pro…$3M
End-of-year total assets ($M) among Summer Q. Hafar, D.D.S., Inc., Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Summer Q. Hafar, D.D.S., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Summer Q. Hafar, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.3593022695348% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.32M $2.82M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 4 $3M
2024 1 4 $3M

Summer Q. Hafar, D.D.S., Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$353K
Employer EIN251906193
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Summer Q. Hafar, D.D.S., Inc., Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Summer Q. Hafar, D.D.S., Inc., Retirement Plan, Total assets ($B): 0.002676428 · Participants: 4Summer Q. Hafar, D.D.S., Inc., Retirement 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
Summer Q. Hafar, D.D.S., Inc., Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Summer Q. Hafar, D.D.S., Inc., Retirement Plan side-by-side with 3 peers →

Summer Q. Hafar, D.D.S., Inc., Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Ramon Ponte Tapanes Retirement Plan in PR ($3M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Summer Q. Hafar, D.D.S., Inc., Retirement Plan assets move in 2023? ▼
Summer Q. Hafar, D.D.S., Inc., Retirement Plan grew sharply - up 15.2% during 2023, from $2M to $3M. Reported net income was $353K.
How have Summer Q. Hafar, D.D.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summer Q. Hafar, D.D.S., Inc.'s sponsor-wide assets grew 21.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Summer Q. Hafar, D.D.S., Inc., Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ramon Ponte Tapanes Retirement Plan in PR ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Summer Q. Hafar, D.D.S., Inc., Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 251906193.

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.