Other · DOL Form 5500 · 2023

Joel B. Rosenthal, D.D.S Retirement Plan

Data updated 2026-08-25

$1
Total assets Small plan by assets
1
Participants Small participant base
0th
Percentile by assets National rank
$1
Avg per participant Low balance/head
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Official DOL plan name: Joel B. Rosenthal, D.D.S. Profit Sharing · Sponsored by Joel B. Rosenthal, D.D.S · California · Healthcare & Social Assistance

$1 in assets, 1 participants

Joel B. Rosenthal, D.D.S's Joel B. Rosenthal, D.D.S. Profit Sharing reported $1 in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

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

Joel B. Rosenthal, D.D.S multi-year trail

Joel B. Rosenthal, D.D.S's plans moved -100.0% in assets from 2022 to 2023; this filing shows Joel B. Rosenthal, D.D.S. Profit Sharing at $1 / 1 participant.

#1
in Healthcare & Social Assistance (17,684 peers)
-100.0%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joel B. Rosenthal, D.D.S. Profit Sharing among the smaller filed plans by assets

Joel B. Rosenthal, D.D.S. Profit Sharing vs every filed plan by assets

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

$1 0th percentile higher than 0% 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

Joel B. Rosenthal, D.D.S. Profit Sharing among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joel B. Rosenthal, D.D.S. Profit Sharing is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joel B. Rosenthal, D.D.S. Profit Sharing reported net income fell from -$981 in the plan year 2022 filing to -$7K in the plan year 2023 filing.
  • Joel B. Rosenthal, D.D.S. Profit Sharing end-of-year assets fell from $7K in the plan year 2022 filing to $1 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954479799 · Joel B. Rosenthal, D.D.S PY 2023 · Other

Joel B. Rosenthal, D.D.S. Profit Sharing · $1 · 1 · 0th

  • PHOTO $1
  • PHOTO 1
  • PHOTO 0th
  • PHOTO Other
  • PHOTO near Ilp Limited Defined Benefit Plan
  • PHOTO ind #1

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 →

Joel B. Rosenthal, D.D.S. Profit Sharing in the asset neighbourhood

Joel B. Rosenthal, D.D.S. Profit SharingJoel B. Rosenthal, D.D.S. Pr…$1Ilp Limited Defined Benefit PlanIlp Limited Defined Benefit …$10Automatic Equipment Inc Retirement PlanAutomatic Equipment Inc Reti…$32Jhstahl Holdings Profit Sharing PlanJhstahl Holdings Profit Shar…$1KHill Country Memorial Hospital 403(b) Retirement PlanHill Country Memorial Hospit…$3K
End-of-year total assets ($M) among Joel B. Rosenthal, D.D.S. Profit Sharing and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Joel B. Rosenthal, D.D.S multi-year asset trail

Sponsor-wide plan assets over time

All Joel B. Rosenthal, D.D.S plans reported in each filing year

Latest sponsor-wide plan assets
$1 99.98641119717352% vs 2022
2023 filing year
$0M$0.01M$0.01M$0.02M 20222023 $0.01M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $7K
2023 1 1 $1

Joel B. Rosenthal, D.D.S filing trail (2023)

Total Assets (Beginning of Year)$7K
Net Assets (End of Year)$1
Net Income-$7K
Employer EIN954479799
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Joel B. Rosenthal, D.D.S. Profit Sharing vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Joel B. Rosenthal, D.D.S. Profit Sharing, Total assets ($B): 1e-9 · Participants: 1Joel B. Rosenthal, D.D.S. Profit SharingStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Joel B. Rosenthal, D.D.S. Profit Sharing vs. nearby Other plans in California, assets vs. participants
Compare Joel B. Rosenthal, D.D.S. Profit Sharing side-by-side with 3 peers →

Joel B. Rosenthal, D.D.S. Profit Sharing's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Ilp Limited Defined Benefit Plan in NY ($10); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Joel B. Rosenthal, D.D.S. Profit Sharing assets move in 2023? ▼
Joel B. Rosenthal, D.D.S. Profit Sharing contracted severely - down 100.0% during 2023, from $7K to $1. Reported net income was -$7K.
How have Joel B. Rosenthal, D.D.S plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Joel B. Rosenthal, D.D.S's sponsor-wide assets declined 100.0%, from $7K to $1.
Where does Joel B. Rosenthal, D.D.S. Profit Sharing rank by assets among Form 5500 filers? ▼
Joel B. Rosenthal, D.D.S. Profit Sharing ranks in the 0th 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 Other plans are similar in size to Joel B. Rosenthal, D.D.S. Profit Sharing? ▼
Among Other plans in other states, the closest by assets is Ilp Limited Defined Benefit Plan in NY ($10, 1 participant).
Which Other plans cover a similar participant headcount to Joel B. Rosenthal, D.D.S. Profit Sharing? ▼
Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M 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 954479799.

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.