Profit Sharing · DOL Form 5500 · 2024

Samuel V Rowe Dmd PA Profit Sharing Plan

Data updated 2026-08-25

$727K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$181,816
Avg per participant Above avg balance/head
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Official DOL plan name: Samuel V Rowe, D.M.D., P.a. Pension Trust · Sponsored by Samuel V Rowe Dmd PA · Florida · Healthcare & Social Assistance

$727K in assets, 4 participants

Samuel V Rowe Dmd PA's Samuel V Rowe, D.M.D., P.a. Pension Trust reported $727K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,731 in Healthcare & Social Assistance (16,916 peers)

Samuel V Rowe Dmd PA multi-year trail

Samuel V Rowe Dmd PA's plans moved +19.2% in assets from 2022 to 2024; this filing shows Samuel V Rowe, D.M.D., P.a. Pension Trust at $727K / 4 participants.

#2,731
in Healthcare & Social Assistance (16,916 peers)
+9.4%
assets growth YoY

Samuel V Rowe, D.M.D., P.a. Pension Trust among the smaller filed plans by assets

Samuel V Rowe, D.M.D., P.a. Pension Trust vs every filed plan by assets

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

$727,265 21st percentile higher than 21% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Samuel V Rowe, D.M.D., P.a. Pension Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samuel V Rowe, D.M.D., P.a. Pension Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Samuel V Rowe, D.M.D., P.a. Pension Trust reported net income rose from $55K in the plan year 2023 filing to $62K in the plan year 2024 filing.
  • Samuel V Rowe, D.M.D., P.a. Pension Trust end-of-year assets rose from $665K in the plan year 2023 filing to $727K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 592163423 · Samuel V Rowe Dmd PA PY 2024 · Profit Sharing

Samuel V Rowe, D.M.D., P.a. Pension Trust · $727K · 4 · 21st

  • EBSA $727K
  • PART 4
  • TYPE 21st
  • NET Profit Sharing
  • BOOK near E. Flores De Hostos Retirement Plan
  • VS-ST ind #2731

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 Florida →

Samuel V Rowe, D.M.D., P.a. Pension Trust in the asset neighbourhood

Samuel V Rowe, D.M.D., P.a. Pension TrustSamuel V Rowe, D.M.D., P.a. …$727KE. Flores De Hostos Retirement PlanE. Flores De Hostos Retireme…$727KFhl Group Inc. Retirement PlanFhl Group Inc. Retirement Pl…$727KBerndt Enterprises, Inc. Retirement PlanBerndt Enterprises, Inc. Ret…$727KCoop a/C Cupey Alto Money Purchase Retirement PlanCoop a/C Cupey Alto Money Pu…$727K
End-of-year total assets ($M) among Samuel V Rowe, D.M.D., P.a. Pension Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Samuel V Rowe Dmd PA multi-year asset trail

Sponsor-wide plan assets over time

All Samuel V Rowe Dmd PA plans reported in each filing year

Latest sponsor-wide plan assets
$727K 19.210676860082582% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.61M $0.73M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 4 $610K
2023 1 4 $665K
2024 1 4 $727K

Samuel V Rowe Dmd PA filing trail (2024)

Total Assets (Beginning of Year)$665K
Net Assets (End of Year)$727K
Net Income$62K
Employer EIN592163423
Plan Effective Date1990-01-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Samuel V Rowe, D.M.D., P.a. Pension Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Samuel V Rowe, D.M.D., P.a. Pension Trust, Total assets ($B): 0.000727265 · Participants: 4Samuel V Rowe, D.M.D., P.a. Pension TrustRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Samuel V Rowe, D.M.D., P.a. Pension Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Samuel V Rowe, D.M.D., P.a. Pension Trust side-by-side with 3 peers →

Samuel V Rowe, D.M.D., P.a. Pension Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is E. Flores De Hostos Retirement Plan in PR ($727K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($727K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Samuel V Rowe, D.M.D., P.a. Pension Trust assets move in 2024? ▼
Samuel V Rowe, D.M.D., P.a. Pension Trust grew at a solid clip - up 9.4% during 2024, from $665K to $727K. Reported net income was $62K.
How have Samuel V Rowe Dmd PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuel V Rowe Dmd PA's sponsor-wide assets grew 19.2%, from $610K to $727K.
Where does Samuel V Rowe, D.M.D., P.a. Pension Trust rank by assets among Form 5500 filers? ▼
Samuel V Rowe, D.M.D., P.a. Pension Trust ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Samuel V Rowe, D.M.D., P.a. Pension Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is E. Flores De Hostos Retirement Plan in PR ($727K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Samuel V Rowe, D.M.D., P.a. Pension Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K in assets).

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 592163423.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.