Profit Sharing · DOL Form 5500 · 2024

Barry N Stein, Dds, Ltd Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
29th
Percentile by assets National rank
$630,704
Avg per participant High balance/head
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Official DOL plan name: Barry N. Stein, Dds, Ltd. Profit Sharing Plan · Sponsored by Barry N Stein, Dds, Ltd · Illinois · Healthcare & Social Assistance

$2M in assets, 3 participants

Barry N Stein, Dds, Ltd's Barry N. Stein, Dds, Ltd. Profit Sharing Plan reported $2M in total assets and 3 participants in its 2024 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.

  • #4,526 in Healthcare & Social Assistance (16,916 peers)

Barry N Stein, Dds, Ltd multi-year trail

Barry N Stein, Dds, Ltd's plans moved +37.5% in assets from 2022 to 2024; this filing shows Barry N. Stein, Dds, Ltd. Profit Sharing Plan at $2M / 3 participants.

#4,526
in Healthcare & Social Assistance (16,916 peers)
+18.6%
assets growth YoY

Barry N. Stein, Dds, Ltd. Profit Sharing Plan among the smaller filed plans by assets

Barry N. Stein, Dds, Ltd. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,892,113 29th percentile higher than 29% of 123,620 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 2024

Barry N. Stein, Dds, Ltd. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barry N. Stein, Dds, Ltd. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barry N. Stein, Dds, Ltd. Profit Sharing Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Barry N. Stein, Dds, Ltd. Profit Sharing Plan reported net income rose from $219K in the plan year 2023 filing to $297K in the plan year 2024 filing.
  • Barry N. Stein, Dds, Ltd. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 363401043 · Barry N Stein, Dds, Ltd PY 2024 · Profit Sharing

Barry N. Stein, Dds, Ltd. Profit Sharing Plan · $2M · 3 · 29th

  • EOY $2M
  • EOY 3
  • EOY 29th
  • EOY Profit Sharing
  • EOY near Borla Inc. Profit Sharing Plan
  • EOY ind #4526

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 Illinois →

Barry N. Stein, Dds, Ltd. Profit Sharing Plan in the asset neighbourhood

Barry N. Stein, Dds, Ltd. Profit Sharing PlanBarry N. Stein, Dds, Ltd. Pr…$2MBorla Inc. Profit Sharing PlanBorla Inc. Profit Sharing Pl…$2MTefra Amended and Restated R.P. Luce & Company Profit Sharing PlanTefra Amended and Restated R…$2MPutnam-Greene Financial Corporation Profit Sharing PlanPutnam-Greene Financial Corp…$2MSelf -Employed 401(k) Plan for Pizer Associates, PCSelf -Employed 401(k) Plan f…$2M
End-of-year total assets ($M) among Barry N. Stein, Dds, Ltd. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Barry N Stein, Dds, Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Barry N Stein, Dds, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$2M 37.51340893696564% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.38M $1.89M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 3 $2M

Barry N Stein, Dds, Ltd filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$297K
Employer EIN363401043
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Barry N. Stein, Dds, Ltd. Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Barry N. Stein, Dds, Ltd. Profit Sharing Plan, Total assets ($B): 0.001892113 · Participants: 3Barry N. Stein, Dds, Ltd. Profit Sharing PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.778311009 · Participants: 18584W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.469243854 · Participants: 24278Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 3.008828322 · Participants: 4364Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 2.023030159 · Participants: 15593Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.368713933 · Participants: 16059Carle Foundation Hospital and Affiliates Matching Tsa Plan
Barry N. Stein, Dds, Ltd. Profit Sharing Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Barry N. Stein, Dds, Ltd. Profit Sharing Plan side-by-side with 3 peers →

Barry N. Stein, Dds, Ltd. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Borla Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Barry N. Stein, Dds, Ltd. Profit Sharing Plan assets move in 2024? ▼
Barry N. Stein, Dds, Ltd. Profit Sharing Plan grew sharply - up 18.6% during 2024, from $2M to $2M. Reported net income was $297K.
How have Barry N Stein, Dds, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barry N Stein, Dds, Ltd's sponsor-wide assets grew 37.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Barry N. Stein, Dds, Ltd. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Borla Inc. Profit Sharing Plan in CA ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Barry N. Stein, Dds, Ltd. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363401043.

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.