Profit Sharing · DOL Form 5500 · 2024

John O'brien Dds, P.C. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$788,904
Avg per participant High balance/head
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Official DOL plan name: John O'brien Dds, P.C. Profit Sharing Plan · Sponsored by John O'brien Dds, P.C. · New York · Healthcare & Social Assistance

$2M in assets, 2 participants

John O'brien Dds, P.C.'s John O'brien Dds, P.C. Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,065 in Healthcare & Social Assistance (16,916 peers)

John O'brien Dds, P.C. multi-year trail

John O'brien Dds, P.C.'s plans moved +42.6% in assets from 2022 to 2024; this filing shows John O'brien Dds, P.C. Profit Sharing Plan at $2M / 2 participants.

#4,065
in Healthcare & Social Assistance (16,916 peers)
+14.7%
assets growth YoY

John O'brien Dds, P.C. Profit Sharing Plan among the smaller filed plans by assets

John O'brien Dds, P.C. Profit Sharing Plan vs every filed plan by assets

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

$1,577,807 27th percentile higher than 27% 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

John O'brien Dds, P.C. Profit Sharing 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 O'brien Dds, P.C. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • John O'brien Dds, P.C. Profit Sharing Plan reported net income fell from $270K in the plan year 2023 filing to $202K in the plan year 2024 filing.
  • John O'brien Dds, P.C. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 222283475 · John O'brien Dds, P.C. PY 2024 · Profit Sharing

John O'brien Dds, P.C. Profit Sharing Plan · $2M · 2 · 27th

  • NET $2M
  • BOOK 2
  • VS-ST 27th
  • BOY Profit Sharing
  • SCH near Jesse Michael Inc. Retirement Plan
  • EBSA ind #4065

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 →

John O'brien Dds, P.C. Profit Sharing Plan in the asset neighbourhood

John O'brien Dds, P.C. Profit Sharing PlanJohn O'brien Dds, P.C. Profi…$2MJesse Michael Inc. Retirement PlanJesse Michael Inc. Retiremen…$2MBayral Inc. Retirement Plan$2MDoctors on Liens Inc Profit Sharing PlanDoctors on Liens Inc Profit …$2MTort Saade & Associates, Psc Retirement PlanTort Saade & Associates, Psc…$2M
End-of-year total assets ($M) among John O'brien Dds, P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

John O'brien Dds, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All John O'brien Dds, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.624558650451156% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.11M $1.58M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 2 $1M
2024 1 2 $2M

John O'brien Dds, P.C. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$202K
Employer EIN222283475
Plan Effective Date1979-11-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

John O'brien Dds, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants John O'brien Dds, P.C. Profit Sharing Plan, Total assets ($B): 0.001577807 · Participants: 2John O'brien Dds, P.C. Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
John O'brien Dds, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

John O'brien Dds, P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Jesse Michael Inc. Retirement Plan in PA ($2M); 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 ($2M 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.

Frequently Asked Questions

How did John O'brien Dds, P.C. Profit Sharing Plan assets move in 2024?
John O'brien Dds, P.C. Profit Sharing Plan grew at a solid clip - up 14.7% during 2024, from $1M to $2M. Reported net income was $202K.
How have John O'brien Dds, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), John O'brien Dds, P.C.'s sponsor-wide assets grew 42.6%, from $1M to $2M.
Which Profit Sharing plans are similar in size to John O'brien Dds, P.C. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Jesse Michael Inc. Retirement Plan in PA ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to John O'brien Dds, P.C. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).