Profit Sharing · DOL Form 5500 · 2023

Paul Mayberry, D.D.S. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$448,414
Avg per participant High balance/head
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Official DOL plan name: Paul Mayberry, D.D.S. Profit Sharing Plan & Trust · Sponsored by Paul Mayberry, D.D.S. · California · Healthcare & Social Assistance

$2M in assets, 4 participants

Paul Mayberry, D.D.S.'s Paul Mayberry, D.D.S. Profit Sharing Plan & Trust reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,821 in Healthcare & Social Assistance (17,684 peers)

Paul Mayberry, D.D.S. multi-year trail

Paul Mayberry, D.D.S.'s plans moved -26.6% in assets from 2022 to 2023; this filing shows Paul Mayberry, D.D.S. Profit Sharing Plan & Trust at $2M / 4 participants.

#4,821
in Healthcare & Social Assistance (17,684 peers)
-26.6%
assets change YoY

The plan reported a net loss of $650K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Paul Mayberry, D.D.S. Profit Sharing Plan & Trust among the smaller filed plans by assets

Paul Mayberry, D.D.S. Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,793,655 29th percentile higher than 29% 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

Paul Mayberry, D.D.S. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paul Mayberry, D.D.S. Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paul Mayberry, D.D.S. Profit Sharing Plan & Trust reported net income fell from -$211K in the plan year 2022 filing to -$650K in the plan year 2023 filing.
  • Paul Mayberry, D.D.S. Profit Sharing Plan & Trust reported participants fell from 6 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Paul Mayberry, D.D.S. Profit Sharing Plan & Trust end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 770039952 · Paul Mayberry, D.D.S. PY 2023 · Profit Sharing

Paul Mayberry, D.D.S. Profit Sharing Plan & Trust · $2M · 4 · 29th

  • EBSA $2M
  • EBSA 4
  • EBSA 29th
  • EBSA Profit Sharing
  • EBSA near Raff & Masone Profit Sharing Plan
  • EBSA ind #4821

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 →

Paul Mayberry, D.D.S. Profit Sharing Plan & Trust in the asset neighbourhood

J&m Hardware Incorporated Retirement PlanJ&m Hardware Incorporated Re…$2MThe Palm Beach First Responders Foundation Inc Sponsored Retirement PlanThe Palm Beach First Respond…$2MPaul Mayberry, D.D.S. Profit Sharing Plan & TrustPaul Mayberry, D.D.S. Profit…$2MRaff & Masone Profit Sharing PlanRaff & Masone Profit Sharing…$2MWadland & Associates Profit Sharing PlanWadland & Associates Profit …$2M
End-of-year total assets ($M) among Paul Mayberry, D.D.S. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Paul Mayberry, D.D.S. multi-year asset trail

Sponsor-wide plan assets over time

All Paul Mayberry, D.D.S. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.588053570741554% vs 2022
2023 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 20222023 $2.44M $1.79M ▼ -26.6%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 4 $2M

Paul Mayberry, D.D.S. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$650K
Employer EIN770039952
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Paul Mayberry, D.D.S. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Paul Mayberry, D.D.S. Profit Sharing Plan & Trust, Total assets ($B): 0.001793655 · Participants: 4Paul Mayberry, D.D.S. Profit Sharing Plan & TrustIntel 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
Paul Mayberry, D.D.S. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Paul Mayberry, D.D.S. Profit Sharing Plan & Trust side-by-side with 3 peers →

Paul Mayberry, D.D.S. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Raff & Masone Profit Sharing Plan in NJ ($2M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Paul Mayberry, D.D.S. Profit Sharing Plan & Trust assets move in 2023? ▼
Paul Mayberry, D.D.S. Profit Sharing Plan & Trust declined sharply - down 26.6% during 2023, from $2M to $2M. Reported net income was -$650K.
How have Paul Mayberry, D.D.S. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Paul Mayberry, D.D.S.'s sponsor-wide assets declined 26.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Paul Mayberry, D.D.S. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Raff & Masone Profit Sharing Plan in NJ ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Paul Mayberry, D.D.S. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 770039952.

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.