Profit Sharing · DOL Form 5500 · 2024
Charles C Wall Dds PC Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Charles C Wall Dds PC 401(k) Profit Sharing Plan · Sponsored by Charles C Wall Dds PC · Utah · Healthcare & Social Assistance
$3M in assets, 3 participants
Charles C Wall Dds PC's Charles C Wall Dds PC 401(k) Profit Sharing Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,084 in Healthcare & Social Assistance (16,916 peers)
Charles C Wall Dds PC multi-year trail
Charles C Wall Dds PC's plans moved +75.7% in assets from 2022 to 2024; this filing shows Charles C Wall Dds PC 401(k) Profit Sharing Plan at $3M / 3 participants.
- #6,084
- in Healthcare & Social Assistance (16,916 peers)
- +27.8%
- assets growth YoY
Charles C Wall Dds PC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Charles C Wall Dds PC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,313,189 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Charles C Wall Dds PC 401(k) 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. Charles C Wall Dds PC 401(k) 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
- Charles C Wall Dds PC 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 200454648 · Charles C Wall Dds PC PY 2024 · Profit Sharing
Charles C Wall Dds PC 401(k) Profit Sharing Plan · $3M · 3 · 35th
- BOY $3M
- BOY 3
- BOY 35th
- BOY Profit Sharing
- BOY near Jonathan J. Leichtling, M.D. Profit Sharing Plan
- BOY ind #6084
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 Utah →
Charles C Wall Dds PC 401(k) Profit Sharing Plan in the asset neighbourhood
Charles C Wall Dds PC multi-year asset trail
Sponsor-wide plan assets over time
All Charles C Wall Dds PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 75.71239542314679% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 3 | $3M |
Charles C Wall Dds PC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $720K |
| Employer EIN | 200454648 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Wgu Retirement Savings Plan $533M · 8,497
- Dyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment Plan $350M · 2,569
- Parsons Behle & Latimer Profit Sharing Plan & Trust $160M · 285
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees $119M · N/A
- Campbell Scientific Profit Sharing Plan $107M · 648
Charles C Wall Dds PC 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Utah, the nearest Profit Sharing by assets is Jonathan J. Leichtling, M.D. Profit Sharing Plan in CA ($3M); 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 ($3M here).
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.