Profit Sharing · DOL Form 5500 · 2024
John M. Olis Profit Sharing Plan
Data updated 2026-08-25
- $210K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $104,894
- Avg per participant Below avg balance/head
Official DOL plan name: John M. Olis, Dds, Profit Sharing Pension Plan · Sponsored by John M. Olis · Ohio · Healthcare & Social Assistance
$210K in assets, 2 participants
John M. Olis's John M. Olis, Dds, Profit Sharing Pension Plan reported $210K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #1,271 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
John M. Olis, Dds, Profit Sharing Pension Plan holds $210K for 2 participants - about $104,894 per participant, among the smaller plans by assets on file.
- #1,271
- in Healthcare & Social Assistance (16,916 peers)
- +1.8%
- assets growth YoY
John M. Olis, Dds, Profit Sharing Pension Plan among the smaller filed plans by assets
John M. Olis, Dds, Profit Sharing Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$209,788 11th percentile higher than 11% 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
John M. Olis, Dds, Profit Sharing Pension Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John M. Olis, Dds, Profit Sharing Pension Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- John M. Olis, Dds, Profit Sharing Pension Plan reported net income rose from -$544 in the plan year 2023 filing to $4K in the plan year 2024 filing.
- John M. Olis, Dds, Profit Sharing Pension Plan end-of-year assets rose from $206K in the plan year 2023 filing to $210K in the plan year 2024 filing.
DOL schedule card
Filing strip 311062584 · John M. Olis PY 2024 · Profit Sharing
John M. Olis, Dds, Profit Sharing Pension Plan · $210K · 2 · 11th
- EOY $210K
- EOY 2
- EOY 11th
- EOY Profit Sharing
- EOY near Instituto De Ojos Y Piel, Inc. Retirement Plan
- EOY ind #1271
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 →
John M. Olis, Dds, Profit Sharing Pension Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $206K |
|---|---|
| Net Assets (End of Year) | $210K |
| Net Income | $4K |
| Employer EIN | 311062584 |
| Plan Effective Date | 1984-04-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (John M. Olis)
Sponsor-wide plan assets over time
All John M. Olis plans reported in each filing year
- Latest sponsor-wide plan assets
- $497K 0.3473286956033759% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $499K |
| 2023 | 2 | 4 | $493K |
| 2024 | 2 | 4 | $497K |
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
John M. Olis, Dds, Profit Sharing Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Instituto De Ojos Y Piel, Inc. Retirement Plan in PR ($210K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($210K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.