Profit Sharing · DOL Form 5500 · 2024
Doleski & Wolford Orthodontics, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $668,317
- Avg per participant High balance/head
Official DOL plan name: Doleski & Wolford Orthodontics PC Retirement Plan · Sponsored by Doleski & Wolford Orthodontics, P.C. · Pennsylvania · Healthcare & Social Assistance
$11M in assets, 17 participants
Doleski & Wolford Orthodontics, P.C.'s Doleski & Wolford Orthodontics PC Retirement Plan reported $11M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,797 in Healthcare & Social Assistance (16,916 peers)
Doleski & Wolford Orthodontics, P.C. multi-year trail
Doleski & Wolford Orthodontics, P.C.'s plans moved +57.1% in assets from 2022 to 2024; this filing shows Doleski & Wolford Orthodontics PC Retirement Plan at $11M / 17 participants.
- #10,797
- in Healthcare & Social Assistance (16,916 peers)
- +22.1%
- assets growth YoY
Doleski & Wolford Orthodontics PC Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Doleski & Wolford Orthodontics PC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,361,393 Top 42% higher than 58% 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
Doleski & Wolford Orthodontics PC Retirement 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. Doleski & Wolford Orthodontics PC Retirement Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Doleski & Wolford Orthodontics PC Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Doleski & Wolford Orthodontics PC Retirement Plan reported participants rose from 15 in the plan year 2023 filing to 17 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 204076998 · Doleski & Wolford Orthodontics, P.C. PY 2024 · Profit Sharing
Doleski & Wolford Orthodontics PC Retirement Plan · $11M · 17 · 58th
- NET $11M
- NET 17
- NET 58th
- NET Profit Sharing
- NET near C-Koe Aluminum, Inc. Pension Plan
- NET ind #10797
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 Pennsylvania →
Doleski & Wolford Orthodontics PC Retirement Plan in the asset neighbourhood
Doleski & Wolford Orthodontics, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Doleski & Wolford Orthodontics, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 57.12991211069994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $7M |
| 2023 | 1 | 15 | $9M |
| 2024 | 1 | 17 | $11M |
Doleski & Wolford Orthodontics, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 204076998 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Doleski & Wolford Orthodontics PC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is C-Koe Aluminum, Inc. Pension Plan in TX ($11M); by covered participants it is Rkling Associates, Inc. Retirement Plan in TX (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- C-Koe Aluminum, Inc. Pension Plan (TX) $11M · 4
- Herring Gas Company, Inc. Profit Sharing Plan (MS) $11M · 169
- Schc Companies, Inc 403(b) Plan (NY) $11M · 85
- Community Action Partnership of Kern 403(b) (CA) $11M · 933
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Rkling Associates, Inc. Retirement Plan (TX) 17 · 0 off
- Driven Ventures, Inc. Retirement Plan (FL) 17 · 0 off
- Roam Wouda Inc. Retirement Plan (VT) 17 · 0 off
- Watts and Hershberger, PC 401(k) Plan (NE) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.