Profit Sharing · DOL Form 5500 · 2024

Monte F. Person, D.D.S. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: N/A
Participants Small participant base: 32nd
Percentile by assets National rank

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Official DOL plan name: Monte F. Person, D.D.S. Profit Sharing Plan · Sponsored by Monte F. Person, D.D.S. · California · Healthcare & Social Assistance

$3M in assets, N/A participants

Monte F. Person, D.D.S.'s Monte F. Person, D.D.S. Profit Sharing Plan reported $3M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

#5,411 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Monte F. Person, D.D.S. Profit Sharing Plan declined sharply 17.2% in 2024 ($3M → $3M) for N/A participants.

#5,411
in Healthcare & Social Assistance (16,916 peers): -17.2%
assets change YoY

The plan reported a net loss of $546K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monte F. Person, D.D.S. Profit Sharing Plan among the smaller filed plans by assets

Monte F. Person, D.D.S. Profit Sharing Plan vs every filed plan by assets

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

$2,633,803 32nd percentile higher than 32% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Monte F. Person, D.D.S. Profit Sharing Plan reported net income fell from $353K in the plan year 2023 filing to -$546K in the plan year 2024 filing.
Monte F. Person, D.D.S. Profit Sharing Plan reported participants fell from 9 in the plan year 2023 filing to N/A in the plan year 2024 filing.
Monte F. Person, D.D.S. Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942249007 · Monte F. Person, D.D.S. PY 2024 · Profit Sharing

Monte F. Person, D.D.S. Profit Sharing Plan · $3M · N/A · 32nd

BOY $3M
BOY N/A
BOY 32nd
BOY Profit Sharing
BOY near Harris Engineering, Inc Profit Sharing Plan
BOY ind #5411

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 California →

End-of-year total assets ($M) among Monte F. Person, D.D.S. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Monte F. Person, D.D.S. years around the 2024 move

Latest sponsor-wide plan assets: $3M 6.827533850949695% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	10	$3M
2023	1	9	$3M
2024	1	N/A	$3M

2024 asset-move particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	-$546K
Employer EIN	942249007
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in California

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

Monte F. Person, D.D.S. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Scpmg Keogh Plan $7.9B · 10,749
Intel Retirement Contribution Plan $7.3B · 19,044
Motion Picture Industry Individual Account Plan $6.2B · 67,842
Memorialcare Retirement Plan $1.4B · 4,491
Disney Retirement Savings Plan $1.4B · 36,338

Compare Monte F. Person, D.D.S. Profit Sharing Plan side-by-side with 3 peers →

Monte F. Person, D.D.S. Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside California, the nearest Profit Sharing by end-of-year assets is Harris Engineering, Inc Profit Sharing Plan in KY at $3M (this filing: $3M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Harris Engineering, Inc Profit Sharing Plan (KY) $3M · 34
Andrew C. Tarkington Dds PC Profit Sharing Plan (MI) $3M · 9
Tasis Dorado Retirement Plan (PR) $3M · 184
Chamberlain & Steward Profit Sharing Plan and Trust (NY) $3M · 3

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 Monte F. Person, D.D.S. Profit Sharing Plan assets move in 2024? ▼

Monte F. Person, D.D.S. Profit Sharing Plan declined sharply - down 17.2% during 2024, from $3M to $3M. Reported net income was -$546K.

How have Monte F. Person, D.D.S. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Monte F. Person, D.D.S.'s sponsor-wide assets declined 6.8%, from $3M to $3M.

Which Profit Sharing plans are similar in size to Monte F. Person, D.D.S. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Harris Engineering, Inc Profit Sharing Plan in KY ($3M, 34 participants).

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 942249007.