Profit Sharing · DOL Form 5500 · 2024
David Amram Dmd, PC D/B/a Coolsmiles Orthodontics Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $92,284
- Avg per participant Below avg balance/head
Official DOL plan name: Coolsmiles Orthodontics Profit Sharing Plan · Sponsored by David Amram Dmd, PC D/B/a Coolsmiles Orthodontics · New York · Healthcare & Social Assistance
$2M in assets, 18 participants
David Amram Dmd, PC D/B/a Coolsmiles Orthodontics's Coolsmiles Orthodontics Profit Sharing Plan reported $2M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,201 in Healthcare & Social Assistance (16,916 peers)
David Amram Dmd, PC D/B/a Coolsmiles Orthodontics multi-year trail
David Amram Dmd, PC D/B/a Coolsmiles Orthodontics's plans moved +51.7% in assets from 2022 to 2024; this filing shows Coolsmiles Orthodontics Profit Sharing Plan at $2M / 18 participants.
- #4,201
- in Healthcare & Social Assistance (16,916 peers)
- +21.0%
- assets growth YoY
Coolsmiles Orthodontics Profit Sharing Plan among the smaller filed plans by assets
Coolsmiles Orthodontics Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,661,115 28th percentile higher than 28% 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
Coolsmiles Orthodontics Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coolsmiles Orthodontics Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coolsmiles Orthodontics Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Coolsmiles Orthodontics Profit Sharing Plan reported participants rose from 16 in the plan year 2023 filing to 18 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 113529988 · David Amram Dmd, PC D/B/a Coolsmiles Orthodontics PY 2024 · Profit Sharing
Coolsmiles Orthodontics Profit Sharing Plan · $2M · 18 · 28th
- TYPE $2M
- TYPE 18
- TYPE 28th
- TYPE Profit Sharing
- TYPE near Philagreen, Inc. Profit Sharing Plan
- TYPE ind #4201
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 New York →
Coolsmiles Orthodontics Profit Sharing Plan in the asset neighbourhood
David Amram Dmd, PC D/B/a Coolsmiles Orthodontics multi-year asset trail
Sponsor-wide plan assets over time
All David Amram Dmd, PC D/B/a Coolsmiles Orthodontics plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 51.66260374154318% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $1M |
| 2023 | 1 | 16 | $1M |
| 2024 | 1 | 18 | $2M |
David Amram Dmd, PC D/B/a Coolsmiles Orthodontics filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $288K |
| Employer EIN | 113529988 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Coolsmiles Orthodontics Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Philagreen, Inc. Profit Sharing Plan in PA ($2M); by covered participants it is Conley Partnership Inc. Retirement Plan in OH (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.
- Conley Partnership Inc. Retirement Plan (OH) 18 · 0 off
- Mb Healthcare Inc. Retirement Plan (PA) 18 · 0 off
- Occupational Fitness, Inc. Retirement Plan (GA) 18 · 0 off
- Park Farming Organics 401(k) Plan (CA) 18 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.