Profit Sharing · DOL Form 5500 · 2024

Wardlaw Orthodontics, PA Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
34th
Percentile by assets National rank
$276,669
Avg per participant High balance/head
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Official DOL plan name: Wardlaw Ortho. Profit Sharing Plan & Trust · Sponsored by Wardlaw Orthodontics, PA · Arkansas · Healthcare & Social Assistance

$3M in assets, 11 participants

Wardlaw Orthodontics, PA's Wardlaw Ortho. Profit Sharing Plan & Trust reported $3M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,830 in Healthcare & Social Assistance (16,916 peers)

Wardlaw Orthodontics, PA multi-year trail

Wardlaw Orthodontics, PA's plans moved +43.6% in assets from 2022 to 2024; this filing shows Wardlaw Ortho. Profit Sharing Plan & Trust at $3M / 11 participants.

#5,830
in Healthcare & Social Assistance (16,916 peers)
+16.5%
assets growth YoY

Wardlaw Ortho. Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wardlaw Ortho. Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,043,357 34th percentile higher than 34% 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

Wardlaw Ortho. Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wardlaw Ortho. Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wardlaw Ortho. Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Wardlaw Ortho. Profit Sharing Plan & Trust reported net income fell from $493K in the plan year 2023 filing to $430K in the plan year 2024 filing.
  • Wardlaw Ortho. Profit Sharing Plan & Trust reported participants fell from 12 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 710455765 · Wardlaw Orthodontics, PA PY 2024 · Profit Sharing

Wardlaw Ortho. Profit Sharing Plan & Trust · $3M · 11 · 34th

  • EOY $3M
  • 5500 11
  • ASSETS 34th
  • PCT Profit Sharing
  • EIN near Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan
  • RANK ind #5830

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 Arkansas →

Wardlaw Ortho. Profit Sharing Plan & Trust in the asset neighbourhood

Solar City, Inc. Profit Sharing PlanSolar City, Inc. Profit Shar…$3MWardlaw Ortho. Profit Sharing Plan & TrustWardlaw Ortho. Profit Sharin…$3MAdvanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement PlanAdvanced Heating & Air Condi…$3MMaes Tool & Die Retirement PlanMaes Tool & Die Retirement P…$3MJsn Aspirations Inc. Retirement PlanJsn Aspirations Inc. Retirem…$3M
End-of-year total assets ($M) among Wardlaw Ortho. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Wardlaw Orthodontics, PA multi-year asset trail

Sponsor-wide plan assets over time

All Wardlaw Orthodontics, PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 43.566155571982456% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.12M $3.04M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 12 $3M
2024 1 11 $3M

Wardlaw Orthodontics, PA filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$430K
Employer EIN710455765
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arkansas

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

Wardlaw Ortho. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0204060 Total assets ($M) Participants Wardlaw Ortho. Profit Sharing Plan & Trust, Total assets ($M): 3.043357 · Participants: 11Wardlaw Ortho. Profit Sharing Plan & TrustHeifer International 403(b) Plan, Total assets ($M): 53.679933 · Participants: 237Heifer International 403(b) PlanArcare Retirement Plan, Total assets ($M): 49.004412 · Participants: 1309Arcare Retirement PlanBaxter Regional Medical Center 401(a) Plan, Total assets ($M): 45.847149 · Participants: 2083Baxter Regional Medical Center 401(a) PlanDyke Industries, Inc. Profit Sharing Plan & Trust, Total assets ($M): 36.038201 · Participants: 608Dyke Industries, Inc. Profit Sharing Plan & TrustWehco Profit Sharing Plan, Total assets ($M): 20.79675 · Participants: 653Wehco Profit Sharing Plan
Wardlaw Ortho. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Arkansas, assets vs. participants
Compare Wardlaw Ortho. Profit Sharing Plan & Trust side-by-side with 3 peers →

Wardlaw Ortho. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Arkansas, the nearest Profit Sharing by assets is Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan in CA ($3M); by covered participants it is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Wardlaw Ortho. Profit Sharing Plan & Trust assets move in 2024? ▼
Wardlaw Ortho. Profit Sharing Plan & Trust grew sharply - up 16.5% during 2024, from $3M to $3M. Reported net income was $430K.
How have Wardlaw Orthodontics, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wardlaw Orthodontics, PA's sponsor-wide assets grew 43.6%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Wardlaw Ortho. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Advanced Heating & Air Conditioning Co., Inc. Profit Sharing Retirement Plan in CA ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Wardlaw Ortho. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants, N/A 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 710455765.

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.