Profit Sharing · DOL Form 5500 · 2024

Findlay Orthodontics, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
31st
Percentile by assets National rank
$342,236
Avg per participant High balance/head
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Official DOL plan name: Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust · Sponsored by Findlay Orthodontics, Inc. · Ohio · Healthcare & Social Assistance

$2M in assets, 7 participants

Findlay Orthodontics, Inc.'s Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,133 in Healthcare & Social Assistance (16,916 peers)

Findlay Orthodontics, Inc. multi-year trail

Findlay Orthodontics, Inc.'s plans moved +42.2% in assets from 2022 to 2024; this filing shows Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust at $2M / 7 participants.

#5,133
in Healthcare & Social Assistance (16,916 peers)
+16.9%
assets growth YoY

Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust among the smaller filed plans by assets

Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,395,654 31st percentile higher than 31% 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

Findlay Orthodontics, Inc. Employees Profit Sharing Plan & 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. Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust reported participants rose from 5 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 341110867 · Findlay Orthodontics, Inc. PY 2024 · Profit Sharing

Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust · $2M · 7 · 31st

  • PART $2M
  • PART 7
  • PART 31st
  • PART Profit Sharing
  • PART near New Era Farm Service, Inc. Profit Sharing Plan
  • PART ind #5133

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 →

Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust in the asset neighbourhood

Findlay Orthodontics, Inc. Employees Profit Sharing Plan & TrustFindlay Orthodontics, Inc. E…$2MNew Era Farm Service, Inc. Profit Sharing PlanNew Era Farm Service, Inc. P…$2MWestern Title Company Profit Sharing PlanWestern Title Company Profit…$2MRatliff and Jentho Cpa Profit Sharing PlanRatliff and Jentho Cpa Profi…$2MAlejandro a. Medina Retirement PlanAlejandro a. Medina Retireme…$2M
End-of-year total assets ($M) among Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Findlay Orthodontics, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Findlay Orthodontics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.22392936695274% vs 2022
2024 filing year
$1.5M$2M$2.5M 202220232024 $1.68M $2.4M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 5 $2M
2024 1 7 $2M

Findlay Orthodontics, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$347K
Employer EIN341110867
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust, Total assets ($B): 0.002395654 · Participants: 7Findlay Orthodontics, Inc. Employees Profit Sharing Plan & TrustCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is New Era Farm Service, Inc. Profit Sharing Plan in CA ($2M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust assets move in 2024?
Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust grew sharply - up 16.9% during 2024, from $2M to $2M. Reported net income was $347K.
How have Findlay Orthodontics, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Findlay Orthodontics, Inc.'s sponsor-wide assets grew 42.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust?
Among Profit Sharing plans in other states, the closest by assets is New Era Farm Service, Inc. Profit Sharing Plan in CA ($2M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Findlay Orthodontics, Inc. Employees Profit Sharing Plan & Trust?
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K in assets).