Profit Sharing · DOL Form 5500 · 2023
Kole S. Miller, Dds PC Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $436,355
- Avg per participant High balance/head
Official DOL plan name: Kole S. Miller, Dds Profit Sharing Trust · Sponsored by Kole S. Miller, Dds PC · New York · Healthcare & Social Assistance
$1M in assets, 3 participants
Kole S. Miller, Dds PC's Kole S. Miller, Dds Profit Sharing Trust reported $1M in total assets and 3 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.
- #3,983 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Kole S. Miller, Dds Profit Sharing Trust surged 90.8% in 2023 ($686K → $1M) for 3 participants.
- #3,983
- in Healthcare & Social Assistance (17,684 peers)
- +90.8%
- assets growth YoY
Kole S. Miller, Dds Profit Sharing Trust among the smaller filed plans by assets
Kole S. Miller, Dds Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,309,065 26th percentile higher than 26% 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
Kole S. Miller, Dds Profit Sharing Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kole S. Miller, Dds Profit Sharing Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kole S. Miller, Dds Profit Sharing Trust reported net income rose from -$403K in the plan year 2022 filing to $623K in the plan year 2023 filing.
- Kole S. Miller, Dds Profit Sharing Trust end-of-year assets rose from $686K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 141809613 · Kole S. Miller, Dds PC PY 2023 · Profit Sharing
Kole S. Miller, Dds Profit Sharing Trust · $1M · 3 · 26th
- IND $1M
- IND 3
- IND 26th
- IND Profit Sharing
- IND near K. B. Construction Company Profit Sharing Plan
- IND ind #3983
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 →
Kole S. Miller, Dds Profit Sharing Trust in the asset neighbourhood
Kole S. Miller, Dds PC years around the 2023 move
Sponsor-wide plan assets over time
All Kole S. Miller, Dds PC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $686K |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $686K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $623K |
| Employer EIN | 141809613 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Kole S. Miller, Dds Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is K. B. Construction Company Profit Sharing Plan in CA ($1M); 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 ($1M 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.