Profit Sharing · DOL Form 5500 · 2023
Charles B Mallin Dds PC Profit Sharing Plan Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Charles B Mallin Dds PC Profit Sharing Plan and Trust · Sponsored by Charles B Mallin Dds PC Profit Sharing Plan · Missouri · Healthcare & Social Assistance
$4M in assets, 3 participants
Charles B Mallin Dds PC Profit Sharing Plan's Charles B Mallin Dds PC Profit Sharing Plan and Trust reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #7,115 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Charles B Mallin Dds PC Profit Sharing Plan and Trust holds $4M for 3 participants - about $1.2M per participant, in the lower half of filed plans by assets.
- #7,115
- in Healthcare & Social Assistance (17,684 peers)
- +4.5%
- assets growth YoY
Charles B Mallin Dds PC Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Charles B Mallin Dds PC Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,565,088 38th percentile higher than 38% 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
Charles B Mallin Dds PC 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. Charles B Mallin Dds PC Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charles B Mallin Dds PC Profit Sharing Plan and Trust reported net income rose from -$275K in the plan year 2022 filing to $155K in the plan year 2023 filing.
- Charles B Mallin Dds PC Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 431255308 · Charles B Mallin Dds PC Profit Sharing Plan PY 2023 · Profit Sharing
Charles B Mallin Dds PC Profit Sharing Plan and Trust · $4M · 3 · 38th
- VS-ST $4M
- BOY 3
- SCH 38th
- EBSA Profit Sharing
- PART near Twin City Acoustics, Inc. Profit Sharing Plan
- TYPE ind #7115
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 Missouri →
Charles B Mallin Dds PC Profit Sharing Plan and Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $155K |
| Employer EIN | 431255308 |
| Plan Effective Date | 1982-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles B Mallin Dds PC Profit Sharing Plan)
Sponsor-wide plan assets over time
All Charles B Mallin Dds PC Profit Sharing Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6 | $6M |
| 2023 | 2 | 7 | $6M |
| 2024 | 2 | 6 | N/A |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.3B · 18,088
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $585M · 3,940
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $397M · 3,749
- I. B. E. W. Local Union No. 124 Annuity Plan $394M · 3,338
- Iron Workers St. Louis District Council Annuity Trust Fund $363M · 4,927
Charles B Mallin Dds PC Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Twin City Acoustics, Inc. Profit Sharing Plan in MN ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.