Profit Sharing · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 7
Participants Small participant base: 62nd
Percentile by assets National rank: $1.7M
Avg per participant High balance/head

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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.

#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.

#11,916
in Healthcare & Social Assistance (17,684 peers): +26.4%
assets growth YoY

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan vs every filed plan by assets

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

$11,687,433 Top 38% higher than 62% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

William W. Roberts, III, D.M.D., P.C. 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. William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

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 →

Form 5500 schedule snapshot

Filing strip 232070570 · William W. Roberts, III, D.M.D., P.C. PY 2023 · Profit Sharing

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan · $12M · 7 · 62nd

EBSA $12M
PART 7
TYPE 62nd
NET Profit Sharing
BOOK near Moody Dunbar, Inc. Profit Sharing Plan
VS-ST ind #11916

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 Pennsylvania →

End-of-year total assets ($M) among William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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

Latest sponsor-wide plan assets: $14M 49.07533211989078% vs 2022; 2024 filing year

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. Profit Sharing Plan side-by-side with 3 peers →

William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Moody Dunbar, Inc. Profit Sharing Plan in TN ($12M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

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

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

Lawrence P. Zamzok Profit Sharing Plan (NM) 7 · 0 off
Newbility Corporation Retirement Plan (NH) 7 · 0 off
Martin Nelson & Co., Inc. Employees Profit Sharing Plan (WA) 7 · 0 off
Sqaf Inc. Retirement Plan (GA) 7 · 0 off

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 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).

Which Profit Sharing plans cover a similar participant headcount to William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A 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 232070570.