Profit Sharing · DOL Form 5500 · 2023

Barry D. Israel, D.D.S. Family Dentistry Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
35th
Percentile by assets National rank
$960,666
Avg per participant High balance/head
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Official DOL plan name: Barry D. Israel Family Dentistry Trust Profit Sharing Plan · Sponsored by Barry D. Israel, D.D.S. Family Dentistry · California · Healthcare & Social Assistance

$3M in assets, 3 participants

Barry D. Israel, D.D.S. Family Dentistry's Barry D. Israel Family Dentistry Trust Profit Sharing Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,343 in Healthcare & Social Assistance (17,684 peers)

Barry D. Israel, D.D.S. Family Dentistry multi-year trail

Barry D. Israel, D.D.S. Family Dentistry's plans moved +41.2% in assets from 2022 to 2024; this filing shows Barry D. Israel Family Dentistry Trust Profit Sharing Plan at $3M / 3 participants.

#6,343
in Healthcare & Social Assistance (17,684 peers)
+21.7%
assets growth YoY

Barry D. Israel Family Dentistry Trust Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Barry D. Israel Family Dentistry Trust Profit Sharing Plan vs every filed plan by assets

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

$2,881,999 35th percentile higher than 35% 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

Barry D. Israel Family Dentistry Trust 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. Barry D. Israel Family Dentistry Trust Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barry D. Israel Family Dentistry Trust Profit Sharing Plan reported net income rose from -$855K in the plan year 2022 filing to $514K in the plan year 2023 filing.
  • Barry D. Israel Family Dentistry Trust Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Barry D. Israel Family Dentistry Trust Profit Sharing 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 330307236 · Barry D. Israel, D.D.S. Family Dentistry PY 2023 · Profit Sharing

Barry D. Israel Family Dentistry Trust Profit Sharing Plan · $3M · 3 · 35th

  • BOY $3M
  • BOY 3
  • BOY 35th
  • BOY Profit Sharing
  • BOY near Serenity Lane Health Services and Affiliated Companies Pension Plan
  • BOY ind #6343

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 →

Barry D. Israel Family Dentistry Trust Profit Sharing Plan in the asset neighbourhood

Mooresville Mobile Tire Inc. Retirement PlanMooresville Mobile Tire Inc.…$3MBarry D. Israel Family Dentistry Trust Profit Sharing PlanBarry D. Israel Family Denti…$3MSerenity Lane Health Services and Affiliated Companies Pension PlanSerenity Lane Health Service…$3MMacomb Surgical Associates, P.C. Profit Sharing PlanMacomb Surgical Associates, …$3MElectro Form Corporation Profit Sharing PlanElectro Form Corporation Pro…$3M
End-of-year total assets ($M) among Barry D. Israel Family Dentistry Trust Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Barry D. Israel, D.D.S. Family Dentistry multi-year asset trail

Sponsor-wide plan assets over time

All Barry D. Israel, D.D.S. Family Dentistry plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.22478509707957% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.37M $3.34M ▲ +40.9%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 3 $3M
2024 1 3 $3M

Barry D. Israel, D.D.S. Family Dentistry filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$514K
Employer EIN330307236
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Barry D. Israel Family Dentistry Trust Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Barry D. Israel Family Dentistry Trust Profit Sharing Plan, Total assets ($B): 0.002881999 · Participants: 3Barry D. Israel Family Dentistry Trust 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
Barry D. Israel Family Dentistry Trust Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Barry D. Israel Family Dentistry Trust Profit Sharing Plan side-by-side with 3 peers →

Barry D. Israel Family Dentistry Trust Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Serenity Lane Health Services and Affiliated Companies Pension Plan in OR ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Barry D. Israel Family Dentistry Trust Profit Sharing Plan assets move in 2023? ▼
Barry D. Israel Family Dentistry Trust Profit Sharing Plan grew sharply - up 21.7% during 2023, from $2M to $3M. Reported net income was $514K.
How have Barry D. Israel, D.D.S. Family Dentistry plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barry D. Israel, D.D.S. Family Dentistry's sponsor-wide assets grew 41.2%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Barry D. Israel Family Dentistry Trust Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Serenity Lane Health Services and Affiliated Companies Pension Plan in OR ($3M, 179 participants).
Which Profit Sharing plans cover a similar participant headcount to Barry D. Israel Family Dentistry Trust Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 330307236.

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.