Profit Sharing · DOL Form 5500 · 2023

Monte F. Person, D.D.S. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
37th
Percentile by assets National rank
$353,311
Avg per participant High balance/head
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Official DOL plan name: Monte F. Person, D.D.S. Profit Sharing Plan · Sponsored by Monte F. Person, D.D.S. · California · Healthcare & Social Assistance

$3M in assets, 9 participants

Monte F. Person, D.D.S.'s Monte F. Person, D.D.S. Profit Sharing Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,674 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Monte F. Person, D.D.S. Profit Sharing Plan grew at a solid clip 12.5% in 2023 ($3M → $3M) for 9 participants.

#6,674
in Healthcare & Social Assistance (17,684 peers)
+12.5%
assets growth YoY

Monte F. Person, D.D.S. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Monte F. Person, D.D.S. Profit Sharing Plan vs every filed plan by assets

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

$3,179,801 37th percentile higher than 37% 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

Monte F. Person, 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. Monte F. Person, 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

  • Monte F. Person, D.D.S. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $353K in the plan year 2023 filing.
  • Monte F. Person, D.D.S. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Monte F. Person, D.D.S. Profit Sharing Plan reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942249007 · Monte F. Person, D.D.S. PY 2023 · Profit Sharing

Monte F. Person, D.D.S. Profit Sharing Plan · $3M · 9 · 37th

  • NET $3M
  • BOOK 9
  • VS-ST 37th
  • BOY Profit Sharing
  • SCH near Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan
  • EBSA ind #6674

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 →

Monte F. Person, D.D.S. Profit Sharing Plan in the asset neighbourhood

Monte F. Person, D.D.S. Profit Sharing PlanMonte F. Person, D.D.S. Prof…$3MWard-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing PlanWard-Boland Associates, Inc.…$3MSpectrum Community Services 403(b) PlanSpectrum Community Services …$3MGregory W Ellis Md PC Profit Sharing PlanGregory W Ellis Md PC Profit…$3MCarmen High School 403(b) PlanCarmen High School 403(b) Pl…$3M
End-of-year total assets ($M) among Monte F. Person, D.D.S. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Monte F. Person, D.D.S. years around the 2023 move

Sponsor-wide plan assets over time

All Monte F. Person, D.D.S. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.827533850949695% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.83M $2.63M ▼ -7.1%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 9 $3M
2024 1 N/A $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$353K
Employer EIN942249007
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Monte F. Person, D.D.S. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Monte F. Person, D.D.S. Profit Sharing Plan, Total assets ($B): 0.003179801 · Participants: 9Monte F. Person, D.D.S. Profit Sharing 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
Monte F. Person, D.D.S. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Monte F. Person, D.D.S. Profit Sharing Plan side-by-side with 3 peers →

Monte F. Person, D.D.S. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan in MD ($3M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (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 Monte F. Person, D.D.S. Profit Sharing Plan assets move in 2023? ▼
Monte F. Person, D.D.S. Profit Sharing Plan grew at a solid clip - up 12.5% during 2023, from $3M to $3M. Reported net income was $353K.
How have Monte F. Person, D.D.S. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monte F. Person, D.D.S.'s sponsor-wide assets declined 6.8%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Monte F. Person, D.D.S. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ward-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing Plan in MD ($3M, 32 participants).
Which Profit Sharing plans cover a similar participant headcount to Monte F. Person, D.D.S. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K 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 942249007.

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.