Profit Sharing · DOL Form 5500 · 2024
Periodontal Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $583,852
- Avg per participant High balance/head
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.
- #11,925 in Healthcare & Social Assistance (16,916 peers)
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.
- #11,925
- in Healthcare & Social Assistance (16,916 peers)
- -7.9%
- assets change YoY
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.
Periodontal Associates, Inc. Profit-Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Periodontal Associates, Inc. Profit-Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,763,993 Top 35% higher than 65% 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
Periodontal Associates, Inc. Profit-Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Periodontal Associates, Inc. Profit-Sharing Plan and Trust is a small filing (27 participants) on this national headcount ladder.
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.
DOL schedule card
Filing strip 341152033 · Periodontal Associates, Inc. PY 2024 · Profit Sharing
Periodontal Associates, Inc. Profit-Sharing Plan and Trust · $16M · 27 · 65th
- RANK $16M
- RANK 27
- RANK 65th
- RANK Profit Sharing
- RANK near Tomson's Scrap Metal Profit Sharing Plan
- RANK ind #11925
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 Ohio →
Periodontal Associates, Inc. Profit-Sharing Plan and Trust in the asset neighbourhood
Periodontal Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Periodontal Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 10.831999357428993% vs 2022
- 2024 filing year
| 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.
- 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
Periodontal Associates, Inc. Profit-Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Tomson's Scrap Metal Profit Sharing Plan in PA ($16M); by covered participants it is Learning First, Inc. Retirement Plan in NJ (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.
- Learning First, Inc. Retirement Plan (NJ) 27 · 0 off
- Av III Ewc, Inc. Retirement Plan (CA) 27 · 0 off
- Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan (AL) 27 · 0 off
- Family Partners Inc. Retirement Plan (CT) 27 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.