Profit Sharing · DOL Form 5500 · 2023

Susan H. Sheets, Dds Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Susan H. Sheets Dds Profit Sharing Plan · Sponsored by Susan H. Sheets, Dds · Missouri · Healthcare & Social Assistance

$1M in assets, 1 participants

Susan H. Sheets, Dds's Susan H. Sheets Dds Profit Sharing Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,310 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Susan H. Sheets Dds Profit Sharing Plan holds $1M for 1 participant - about $1.5M per participant, in the lower half of filed plans by assets.

#4,310
in Healthcare & Social Assistance (17,684 peers)
+4.7%
assets growth YoY

Susan H. Sheets Dds Profit Sharing Plan among the smaller filed plans by assets

Susan H. Sheets Dds Profit Sharing Plan vs every filed plan by assets

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

$1,494,957 27th percentile higher than 27% 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

Susan H. Sheets Dds 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. Susan H. Sheets Dds Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Susan H. Sheets Dds Profit Sharing Plan reported net income rose from -$258K in the plan year 2022 filing to $67K in the plan year 2023 filing.
  • Susan H. Sheets Dds Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Susan H. Sheets Dds 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 431332283 · Susan H. Sheets, Dds PY 2023 · Profit Sharing

Susan H. Sheets Dds Profit Sharing Plan · $1M · 1 · 27th

  • ASSETS $1M
  • ASSETS 1
  • ASSETS 27th
  • ASSETS Profit Sharing
  • ASSETS near Fmc Puerto Rico Savings and Investment Plan
  • ASSETS ind #4310

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 Missouri →

Susan H. Sheets Dds Profit Sharing Plan in the asset neighbourhood

Bucci Jewelry Self Employed Retirement PlanBucci Jewelry Self Employed …$1MSusan H. Sheets Dds Profit Sharing PlanSusan H. Sheets Dds Profit S…$1MFmc Puerto Rico Savings and Investment PlanFmc Puerto Rico Savings and …$1MElmwood Supply Profit Sharing and TrustElmwood Supply Profit Sharin…$1MRobert R. Serpe, PC Profit Sharing PlanRobert R. Serpe, PC Profit S…$1M
End-of-year total assets ($M) among Susan H. Sheets Dds Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$67K
Employer EIN431332283
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Susan H. Sheets, Dds)

Sponsor-wide plan assets over time

All Susan H. Sheets, Dds plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.43M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 1 $1M
2024 1 1 N/A

Nearby Profit Sharing Plans in Missouri

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

Susan H. Sheets Dds Profit Sharing Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Susan H. Sheets Dds Profit Sharing Plan, Total assets ($B): 0.001494957 · Participants: 1Susan H. Sheets Dds Profit Sharing PlanBoilermakers National Annuity Trust, Total assets ($B): 1.250463263 · Participants: 18088Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.584751191 · Participants: 3940Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.396974618 · Participants: 3749Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.394489511 · Participants: 3338I. B. E. W. Local Union No. 124 Annuity PlanIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.363398354 · Participants: 4927Iron Workers St. Louis District Council Annuity Trust Fund
Susan H. Sheets Dds Profit Sharing Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Susan H. Sheets Dds Profit Sharing Plan side-by-side with 3 peers →

Susan H. Sheets Dds Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Fmc Puerto Rico Savings and Investment Plan in TX ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Susan H. Sheets Dds Profit Sharing Plan assets move in 2023? ▼
Susan H. Sheets Dds Profit Sharing Plan edged up modestly - up 4.7% during 2023, from $1M to $1M. Reported net income was $67K.
Which Profit Sharing plans are similar in size to Susan H. Sheets Dds Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fmc Puerto Rico Savings and Investment Plan in TX ($1M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Susan H. Sheets Dds Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 431332283.

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.