Profit Sharing · DOL Form 5500 · 2023

Charles Bruce, D.D.S., Ltd. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: N/A
Participants Small participant base: 43rd
Percentile by assets National rank

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Official DOL plan name: Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust · Sponsored by Charles Bruce, D.D.S., Ltd. · Texas · Healthcare & Social Assistance

$5M in assets, N/A participants

Charles Bruce, D.D.S., Ltd.'s Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust reported $5M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

#8,172 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust holds $5M for N/A participants, in the lower half of filed plans by assets.

#8,172
in Healthcare & Social Assistance (17,684 peers): -2.6%
assets change YoY

The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,586,259 43rd percentile higher than 43% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust reported net income fell from $364K in the plan year 2022 filing to -$120K in the plan year 2023 filing.
Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 710453603 · Charles Bruce, D.D.S., Ltd. PY 2023 · Profit Sharing

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust · $5M · N/A · 43rd

PCT $5M
EIN N/A
RANK 43rd
PHOTO Profit Sharing
IND near Rex Land Company Profit Sharing Plan
EOY ind #8172

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 Texas →

End-of-year total assets ($M) among Charles Bruce, Dds Ltd Employees 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)	$5M
Net Assets (End of Year)	$5M
Net Income	-$120K
Employer EIN	710453603
Plan Effective Date	1974-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Charles Bruce, D.D.S., Ltd.)

Latest sponsor-wide plan assets: $5M 2.5560488858000565% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$5M
2023	1	N/A	$5M

Nearby Profit Sharing Plans in Texas

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

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants

Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
Baylor College of Medicine Retirement Plan $1.7B · 10,240
H-E-B Partner Stock Plan $1.3B · 96,911
The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455

Compare Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust side-by-side with 3 peers →

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust's closest out-of-state Profit Sharing peers by assets

Outside Texas, the nearest Profit Sharing by end-of-year assets is Rex Land Company Profit Sharing Plan in WA at $5M (this filing: $5M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Rex Land Company Profit Sharing Plan (WA) $5M · 4
Professional Manufacturers Reps., Inc. Profit Sharing Plan (GA) $5M · 38
Felix J. Seda Ent, Psc Retirement Plan (PR) $5M · 2
Lymi Inc. Retirement Plan (AZ) $5M · 7

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 Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust assets move in 2023? ▼

Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust edged down modestly - down 2.6% during 2023, from $5M to $5M. Reported net income was -$120K.

How have Charles Bruce, D.D.S., Ltd. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Charles Bruce, D.D.S., Ltd.'s sponsor-wide assets declined 2.6%, from $5M to $5M.

Which Profit Sharing plans are similar in size to Charles Bruce, Dds Ltd Employees Profit Sharing Plan and Trust? ▼

Among Profit Sharing plans in other states, the closest by assets is Rex Land Company Profit Sharing Plan in WA ($5M, 4 participants).

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 710453603.