Profit Sharing · DOL Form 5500 · 2024

Stephen D. Cooke Dds, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
19
Participants Small participant base
47th
Percentile by assets National rank
$347,721
Avg per participant High balance/head
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Official DOL plan name: Stephen D. Cooke, Dds, Inc. Profit Sharing Plan · Sponsored by Stephen D. Cooke Dds, Inc. · Ohio · Healthcare & Social Assistance

$7M in assets, 19 participants

Stephen D. Cooke Dds, Inc.'s Stephen D. Cooke, Dds, Inc. Profit Sharing Plan reported $7M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,715 in Healthcare & Social Assistance (16,916 peers)

Stephen D. Cooke Dds, Inc. multi-year trail

Stephen D. Cooke Dds, Inc.'s plans moved +15.3% in assets from 2022 to 2024; this filing shows Stephen D. Cooke, Dds, Inc. Profit Sharing Plan at $7M / 19 participants.

#8,715
in Healthcare & Social Assistance (16,916 peers)
+4.2%
assets growth YoY

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan vs every filed plan by assets

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

$6,606,696 47th percentile higher than 47% 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

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephen D. Cooke, Dds, Inc. Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephen D. Cooke, Dds, Inc. Profit Sharing Plan reported net income fell from $608K in the plan year 2023 filing to $269K in the plan year 2024 filing.
  • Stephen D. Cooke, Dds, Inc. Profit Sharing Plan reported participants fell from 21 in the plan year 2023 filing to 19 in the plan year 2024 filing.
  • Stephen D. Cooke, Dds, Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341346717 · Stephen D. Cooke Dds, Inc. PY 2024 · Profit Sharing

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan · $7M · 19 · 47th

  • BOY $7M
  • BOY 19
  • BOY 47th
  • BOY Profit Sharing
  • BOY near Heritage Care, Inc. Retirement Plan
  • BOY ind #8715

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 →

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan in the asset neighbourhood

Wisconsin Humane Society Employees' Retirement PlanWisconsin Humane Society Emp…$7MStephen D. Cooke, Dds, Inc. Profit Sharing PlanStephen D. Cooke, Dds, Inc. …$7MHeritage Care, Inc. Retirement PlanHeritage Care, Inc. Retireme…$7MEl Paso Drywall Inc Profit Sharing PlanEl Paso Drywall Inc Profit S…$7MAmerican Association of University Women 401a PlanAmerican Association of Univ…$7M
End-of-year total assets ($M) among Stephen D. Cooke, Dds, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Stephen D. Cooke Dds, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stephen D. Cooke Dds, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.309039653334395% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $5.73M $6.61M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 20 $6M
2023 1 21 $6M
2024 1 19 $7M

Stephen D. Cooke Dds, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$269K
Employer EIN341346717
Plan Effective Date1981-10-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Stephen D. Cooke, Dds, Inc. Profit Sharing Plan, Total assets ($B): 0.006606696 · Participants: 19Stephen D. Cooke, Dds, Inc. Profit Sharing PlanCleveland 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
Stephen D. Cooke, Dds, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Stephen D. Cooke, Dds, Inc. Profit Sharing Plan side-by-side with 3 peers →

Stephen D. Cooke, Dds, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Heritage Care, Inc. Retirement Plan in LA ($7M); by covered participants it is V Dudziak Inc. Retirement Plan in CA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Stephen D. Cooke, Dds, Inc. Profit Sharing Plan assets move in 2024? ▼
Stephen D. Cooke, Dds, Inc. Profit Sharing Plan edged up modestly - up 4.2% during 2024, from $6M to $7M. Reported net income was $269K.
How have Stephen D. Cooke Dds, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen D. Cooke Dds, Inc.'s sponsor-wide assets grew 15.3%, from $6M to $7M.
Which Profit Sharing plans are similar in size to Stephen D. Cooke, Dds, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Heritage Care, Inc. Retirement Plan in LA ($7M, 60 participants).
Which Profit Sharing plans cover a similar participant headcount to Stephen D. Cooke, Dds, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is V Dudziak Inc. Retirement Plan in CA (19 participants, $1M 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 341346717.

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.