Profit Sharing · DOL Form 5500 · 2023

Ajit Patel Dds Profit Sharing Plan

Data updated 2026-08-25

$476K
Total assets Small plan by assets
1
Participants Small participant base
17th
Percentile by assets National rank
$475,876
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ajit Patel Dds Profit Sharing · Sponsored by Ajit Patel Dds · California · Healthcare & Social Assistance

$476K in assets, 1 participants

Ajit Patel Dds's Ajit Patel Dds Profit Sharing reported $476K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,257 in Healthcare & Social Assistance (17,684 peers)

Ajit Patel Dds multi-year trail

Ajit Patel Dds's plans moved +36.4% in assets from 2022 to 2024; this filing shows Ajit Patel Dds Profit Sharing at $476K / 1 participant.

#2,257
in Healthcare & Social Assistance (17,684 peers)
+17.2%
assets growth YoY

Ajit Patel Dds Profit Sharing among the smaller filed plans by assets

Ajit Patel Dds Profit Sharing vs every filed plan by assets

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

$475,876 17th percentile higher than 17% 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

Ajit Patel Dds Profit Sharing among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ajit Patel Dds Profit Sharing is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ajit Patel Dds Profit Sharing reported net income rose from -$81K in the plan year 2022 filing to $70K in the plan year 2023 filing.
  • Ajit Patel Dds Profit Sharing end-of-year assets rose from $406K in the plan year 2022 filing to $476K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954342707 · Ajit Patel Dds PY 2023 · Profit Sharing

Ajit Patel Dds Profit Sharing · $476K · 1 · 17th

  • BOOK $476K
  • BOOK 1
  • BOOK 17th
  • BOOK Profit Sharing
  • BOOK near Laboratorio Clinico Van Scoy, Inc. Retirement Plan
  • BOOK ind #2257

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 →

Ajit Patel Dds Profit Sharing in the asset neighbourhood

Ajit Patel Dds Profit Sharing$476KLaboratorio Clinico Van Scoy, Inc. Retirement PlanLaboratorio Clinico Van Scoy…$476KM2t2 Properties Inc. Retirement PlanM2t2 Properties Inc. Retirem…$476KJose Ivan Almodovar Laborde Retiremnet PlanJose Ivan Almodovar Laborde …$476KDouble B Cattle Ranch, Inc. Retirement PlanDouble B Cattle Ranch, Inc. …$476K
End-of-year total assets ($M) among Ajit Patel Dds Profit Sharing and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ajit Patel Dds multi-year asset trail

Sponsor-wide plan assets over time

All Ajit Patel Dds plans reported in each filing year

Latest sponsor-wide plan assets
$554K 36.44780833696742% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M$0.6M 202220232024 $0.41M $0.55M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 1 $406K
2023 1 1 $476K
2024 1 1 $554K

Ajit Patel Dds filing trail (2023)

Total Assets (Beginning of Year)$406K
Net Assets (End of Year)$476K
Net Income$70K
Employer EIN954342707
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Ajit Patel Dds Profit Sharing vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Ajit Patel Dds Profit Sharing, Total assets ($B): 0.000475876 · Participants: 1Ajit Patel Dds Profit SharingIntel 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
Ajit Patel Dds Profit Sharing vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Ajit Patel Dds Profit Sharing side-by-side with 3 peers →

Ajit Patel Dds Profit Sharing's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Laboratorio Clinico Van Scoy, Inc. Retirement Plan in PR ($476K); 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 Ajit Patel Dds Profit Sharing assets move in 2023? ▼
Ajit Patel Dds Profit Sharing grew sharply - up 17.2% during 2023, from $406K to $476K. Reported net income was $70K.
How have Ajit Patel Dds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ajit Patel Dds's sponsor-wide assets grew 36.4%, from $406K to $554K.
Where does Ajit Patel Dds Profit Sharing rank by assets among Form 5500 filers? ▼
Ajit Patel Dds Profit Sharing ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Ajit Patel Dds Profit Sharing? ▼
Among Profit Sharing plans in other states, the closest by assets is Laboratorio Clinico Van Scoy, Inc. Retirement Plan in PR ($476K, 19 participants).
Which Profit Sharing plans cover a similar participant headcount to Ajit Patel Dds Profit Sharing? ▼
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 954342707.

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.