Profit Sharing · DOL Form 5500 · 2023

Alphonzo L. Davidson Dds PA Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
26th
Percentile by assets National rank
$249,325
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust · Sponsored by Alphonzo L. Davidson Dds PA · Maryland · Healthcare & Social Assistance

$1M in assets, 5 participants

Alphonzo L. Davidson Dds PA's Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,879 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust holds $1M for 5 participants - about $249,325 per participant, in the lower half of filed plans by assets.

#3,879
in Healthcare & Social Assistance (17,684 peers)
+0.7%
assets growth YoY

Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust among the smaller filed plans by assets

Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,246,625 26th percentile higher than 26% 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

Alphonzo L. Davidson Dds PA 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. Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust reported net income fell from $264K in the plan year 2022 filing to $9K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521014779 · Alphonzo L. Davidson Dds PA PY 2023 · Profit Sharing

Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust · $1M · 5 · 26th

  • BOY $1M
  • SCH 5
  • EBSA 26th
  • PART Profit Sharing
  • TYPE near Sweetwater Home Services Inc. Retirement Plan
  • NET ind #3879

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 Maryland →

Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust in the asset neighbourhood

Alphonzo L. Davidson Dds PA Profit Sharing Plan and TrustAlphonzo L. Davidson Dds PA …$1MSweetwater Home Services Inc. Retirement PlanSweetwater Home Services Inc…$1ML&m Development Partners, Inc. Employee Stock Ownership PlanL&m Development Partners, In…$1MPsychiatric & Psychotherapy Clinic Profit Sharing Plan and TrustPsychiatric & Psychotherapy …$1MGibson & Associates, Ltd. Profit Sharing PlanGibson & Associates, Ltd. Pr…$1M
End-of-year total assets ($M) among Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$9K
Employer EIN521014779
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alphonzo L. Davidson Dds PA)

Sponsor-wide plan assets over time

All Alphonzo L. Davidson Dds PA plans reported in each filing year

Latest sponsor-wide plan assets
$1M 5.507722881054707% vs 2022
2024 filing year
$1.15M$1.2M$1.25M$1.3M 202220232024 $1.24M $1.17M ▼ -5.6%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $1M
2024 1 5 $1M

Nearby Profit Sharing Plans in Maryland

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

Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust, Total assets ($B): 0.001246625 · Participants: 5Alphonzo L. Davidson Dds PA Profit Sharing Plan and TrustSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.639738544 · Participants: 25150Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.696874072 · Participants: 2736Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 1.082318546 · Participants: 4293Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.621995078 · Participants: 10625International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.616701046 · Participants: 2701Nfl Player Capital Accumulation Plan
Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust side-by-side with 3 peers →

Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Sweetwater Home Services Inc. Retirement Plan in FL ($1M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust assets move in 2023? ▼
Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust held essentially flat - up 0.7% during 2023, from $1M to $1M. Reported net income was $9K.
How have Alphonzo L. Davidson Dds PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alphonzo L. Davidson Dds PA's sponsor-wide assets declined 5.5%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Sweetwater Home Services Inc. Retirement Plan in FL ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 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 521014779.

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.