Profit Sharing · DOL Form 5500 · 2023

Southwest Dental Group, P.C. Profit Sharing Plan

Data updated 2026-08-25

$138K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$68,838
Avg per participant Below avg balance/head
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Official DOL plan name: Southwest Dental Group, P.C. Profit Sharing Plan and Trust · Sponsored by Southwest Dental Group, P.C. · Michigan · Healthcare & Social Assistance

$138K in assets, 2 participants

Southwest Dental Group, P.C.'s Southwest Dental Group, P.C. Profit Sharing Plan and Trust reported $138K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

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

Southwest Dental Group, P.C. multi-year trail

Southwest Dental Group, P.C.'s plans moved +68.3% in assets from 2022 to 2024; this filing shows Southwest Dental Group, P.C. Profit Sharing Plan and Trust at $138K / 2 participants.

#994
in Healthcare & Social Assistance (17,684 peers)
+39.7%
assets growth YoY

Southwest Dental Group, P.C. Profit Sharing Plan and Trust among the smaller filed plans by assets

Southwest Dental Group, P.C. Profit Sharing Plan and Trust vs every filed plan by assets

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

$137,675 8th percentile higher than 8% 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

Southwest Dental Group, P.C. Profit Sharing Plan and 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. Southwest Dental Group, P.C. Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Dental Group, P.C. Profit Sharing Plan and Trust reported net income rose from -$36K in the plan year 2022 filing to $39K in the plan year 2023 filing.
  • Southwest Dental Group, P.C. Profit Sharing Plan and Trust end-of-year assets rose from $99K in the plan year 2022 filing to $138K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 382228111 · Southwest Dental Group, P.C. PY 2023 · Profit Sharing

Southwest Dental Group, P.C. Profit Sharing Plan and Trust · $138K · 2 · 8th

  • PART $138K
  • PART 2
  • PART 8th
  • PART Profit Sharing
  • PART near Afy Industries Retirement Plan
  • PART ind #994

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 Michigan →

Southwest Dental Group, P.C. Profit Sharing Plan and Trust in the asset neighbourhood

Southwest Dental Group, P.C. Profit Sharing Plan and TrustSouthwest Dental Group, P.C.…$138KAfy Industries Retirement PlanAfy Industries Retirement Pl…$138KM Cubed Inc. Profit Sharing PlanM Cubed Inc. Profit Sharing …$138KD&k Canton, Inc. Retirement PlanD&k Canton, Inc. Retirement …$138KCceed Holdings Inc. Retirement PlanCceed Holdings Inc. Retireme…$138K
End-of-year total assets ($M) among Southwest Dental Group, P.C. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Southwest Dental Group, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Dental Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$166K 68.26094458936855% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.1M $0.17M ▲ +70.0%
Year Plans Participants Total Assets
2022 1 2 $99K
2023 1 2 $138K
2024 1 2 $166K

Southwest Dental Group, P.C. filing trail (2023)

Total Assets (Beginning of Year)$99K
Net Assets (End of Year)$138K
Net Income$39K
Employer EIN382228111
Plan Effective Date1978-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

Southwest Dental Group, P.C. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Southwest Dental Group, P.C. Profit Sharing Plan and Trust, Total assets ($B): 0.000137675 · Participants: 2Southwest Dental Group, P.C. Profit Sharing Plan and TrustHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement Plan
Southwest Dental Group, P.C. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Southwest Dental Group, P.C. Profit Sharing Plan and Trust side-by-side with 3 peers →

Southwest Dental Group, P.C. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Afy Industries Retirement Plan in CA ($138K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Southwest Dental Group, P.C. Profit Sharing Plan and Trust assets move in 2023? ▼
Southwest Dental Group, P.C. Profit Sharing Plan and Trust surged - up 39.7% during 2023, from $99K to $138K. Reported net income was $39K.
How have Southwest Dental Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Dental Group, P.C.'s sponsor-wide assets grew 68.3%, from $99K to $166K.
Where does Southwest Dental Group, P.C. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Southwest Dental Group, P.C. Profit Sharing Plan and Trust ranks in the 8th 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 Southwest Dental Group, P.C. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Afy Industries Retirement Plan in CA ($138K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Southwest Dental Group, P.C. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 382228111.

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.