Profit Sharing · DOL Form 5500 · 2023

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan

Data updated 2026-08-11

$12M
Total assets: 7
Participants: 62nd
Percentile by assets: $1.7M
Avg per participant

Official DOL plan name: William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan · Sponsored by William W. Roberts, III, D.M.D., P.C. · Pennsylvania · Healthcare & Social Assistance

$12M in assets, 7 participants

William W. Roberts, III, D.M.D., P.C.'s William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan reported $12M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

62nd percentile by assets (of 127,072 plans)
#11,916 in Healthcare & Social Assistance (17,684 peers)

William W. Roberts, III, D.M.D., P.C. multi-year trail

William W. Roberts, III, D.M.D., P.C.'s plans moved +49.1% in assets from 2022 to 2024; this filing shows William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan at $12M / 7 participants.

$12M
total plan assets (2023 EOY): 7
covered participants: 62nd
percentile by assets (of 127,072 plans): $1.7M
avg assets per participant

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Healthcare & Social Assistance

William W. Roberts, III, D.M.D., P.C. across 3 plan years on file

Across the 3 plan years William W. Roberts, III, D.M.D., P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $14M, a gain of 49.1%, while reported participants moved from 8 to 7 (-12.5%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($9M).

William W. Roberts, III, D.M.D., P.C. multi-year asset trail

Total plan assets by year, all William W. Roberts, III, D.M.D., P.C. plans on file

Year	Plans	Participants	Total Assets
2022	1	8	$9M
2023	1	7	$12M
2024	1	7	$14M

William W. Roberts, III, D.M.D., P.C. filing trail (2023)

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$12M
Net Income	$2M
Employer EIN	232070570
Plan Effective Date	1978-04-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
University of Pennsylvania Basic Plan $1.7B · 21,016
International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458

Compare William W. Roberts, III, D.M.D., P.C. Pr… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan by total assets, not by location.

Moody Dunbar, Inc. Profit Sharing Plan (TN) $12M · 194
Atlanta Center for Dermatological Diseases PC Profit Plan (GA) $12M · 41
Fg Group Holdings, Inc. 401(k) Plan (NC) $12M · 101
Davis Levin Livingston, Attorneys at Law Profit Sharing Plan (HI) $12M · 13

Frequently Asked Questions

How did William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan assets move in 2023? ▼

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan grew sharply - up 26.4% during 2023, from $9M to $12M. Reported net income was $2M.

How have William W. Roberts, III, D.M.D., P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), William W. Roberts, III, D.M.D., P.C.'s sponsor-wide assets grew 49.1%, from $9M to $14M.

Which Profit Sharing plans are similar in size to William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Moody Dunbar, Inc. Profit Sharing Plan in TN ($12M, 194 participants).

Next read for William W. Roberts, III, D.M.D., P.C. Pr…

Multi-year trail

Ways to act on William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan's numbers.

By total assets, William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
William W. Roberts, III, D.M.D., P.C.'s sponsor-wide assets have grown 49.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 232070570.