Profit Sharing · DOL Form 5500 · 2024
Periodontal Associates, Inc. Profit Sharing Plan
Data updated 2026-07-24
- $16M
- Total assets
- 27
- Participants
- 65th
- Percentile by assets
- $583,852
- Avg per participant
Official DOL plan name: Periodontal Associates, Inc. Profit-Sharing Plan and Trust · Sponsored by Periodontal Associates, Inc. · Ohio · Healthcare & Social Assistance
$16M in assets, 27 participants
Periodontal Associates, Inc.'s Periodontal Associates, Inc. Profit-Sharing Plan and Trust reported $16M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- 65th percentile by assets (of 116,472 plans)
Periodontal Associates, Inc. multi-year trail
Periodontal Associates, Inc.'s plans moved -10.8% in assets from 2022 to 2024; this filing shows Periodontal Associates, Inc. Profit-Sharing Plan and Trust at $16M / 27 participants.
- $16M
- total plan assets (2024 EOY)
- 27
- covered participants
- 65th
- percentile by assets (of 116,472 plans)
- $583,852
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Periodontal Associates, Inc. Profit-Sharing Plan and Trust reported net income fell from -$568K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Periodontal Associates, Inc. Profit-Sharing Plan and Trust reported participants rose from 24 in the plan year 2023 filing to 27 in the plan year 2024 filing.
- Periodontal Associates, Inc. Profit-Sharing Plan and Trust end-of-year assets fell from $17M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Periodontal Associates, Inc. across 3 plan years on file
Across the 3 plan years Periodontal Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $18M to $16M, a decline of 10.8%, while reported participants moved from 24 to 27 (+12.5%). Peak year by sponsor assets: 2022 ($18M); trough: 2024 ($16M).
Periodontal Associates, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $18M |
| 2023 | 1 | 24 | $17M |
| 2024 | 1 | 27 | $16M |
Periodontal Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$1M |
| Employer EIN | 341152033 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Periodontal Associates, Inc. Profit-Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Three Rivers Annuity Fund $214M · 960
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Periodontal Associates, Inc. Profit-Sharing Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Periodontal Associates, Inc. Profit-Sharing Plan and Trust assets move in 2024? ▼
How have Periodontal Associates, Inc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Periodontal Associates, Inc. Profit-Sharing Plan and Trust? ▼
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Multi-year trail
Ways to act on Periodontal Associates, Inc. Profit-Sharing Plan and Trust's numbers.
- By total assets, Periodontal Associates, Inc. Profit-Sharing Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Periodontal Associates, Inc.'s sponsor-wide assets have declined 10.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 341152033.
Read our methodology - how this data is sourced, computed, and verified.