Profit Sharing · DOL Form 5500 · 2024

Edmund L Yepez, Dmd, Lc Profit Sharing Plan

Data updated 2026-08-25

$324K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$161,820
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edmund L Yepez Dmd Lc Profit Sharing Plan · Sponsored by Edmund L Yepez, Dmd, Lc · Missouri · Healthcare & Social Assistance

$324K in assets, 2 participants

Edmund L Yepez, Dmd, Lc's Edmund L Yepez Dmd Lc Profit Sharing Plan reported $324K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,677 in Healthcare & Social Assistance (16,916 peers)

Edmund L Yepez, Dmd, Lc multi-year trail

Edmund L Yepez, Dmd, Lc's plans moved +28.8% in assets from 2022 to 2024; this filing shows Edmund L Yepez Dmd Lc Profit Sharing Plan at $324K / 2 participants.

#1,677
in Healthcare & Social Assistance (16,916 peers)
+14.1%
assets growth YoY

Edmund L Yepez Dmd Lc Profit Sharing Plan among the smaller filed plans by assets

Edmund L Yepez Dmd Lc Profit Sharing Plan vs every filed plan by assets

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

$323,639 14th percentile higher than 14% 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

Edmund L Yepez Dmd Lc 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. Edmund L Yepez Dmd Lc 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

  • Edmund L Yepez Dmd Lc Profit Sharing Plan reported net income rose from $32K in the plan year 2023 filing to $40K in the plan year 2024 filing.
  • Edmund L Yepez Dmd Lc Profit Sharing Plan end-of-year assets rose from $284K in the plan year 2023 filing to $324K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 431879628 · Edmund L Yepez, Dmd, Lc PY 2024 · Profit Sharing

Edmund L Yepez Dmd Lc Profit Sharing Plan · $324K · 2 · 14th

  • EOY $324K
  • EOY 2
  • EOY 14th
  • EOY Profit Sharing
  • EOY near Eno-Idem Enterprises Inc. Retirement Plan
  • EOY ind #1677

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 Missouri →

Edmund L Yepez Dmd Lc Profit Sharing Plan in the asset neighbourhood

Edmund L Yepez Dmd Lc Profit Sharing PlanEdmund L Yepez Dmd Lc Profit…$324KEno-Idem Enterprises Inc. Retirement PlanEno-Idem Enterprises Inc. Re…$324KMe First Fitness Inc. Retirement PlanMe First Fitness Inc. Retire…$324KLindsey Construction Company, Inc. Profit Sharing PlanLindsey Construction Company…$323KL. Salgueiro Canetti Retirement PlanL. Salgueiro Canetti Retirem…$324K
End-of-year total assets ($M) among Edmund L Yepez Dmd Lc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Edmund L Yepez, Dmd, Lc multi-year asset trail

Sponsor-wide plan assets over time

All Edmund L Yepez, Dmd, Lc plans reported in each filing year

Latest sponsor-wide plan assets
$324K 28.785913251094307% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.25M $0.32M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 2 $251K
2023 1 2 $284K
2024 1 2 $324K

Edmund L Yepez, Dmd, Lc filing trail (2024)

Total Assets (Beginning of Year)$284K
Net Assets (End of Year)$324K
Net Income$40K
Employer EIN431879628
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Missouri

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

Edmund L Yepez Dmd Lc Profit Sharing Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Edmund L Yepez Dmd Lc Profit Sharing Plan, Total assets ($B): 0.000323639 · Participants: 2Edmund L Yepez Dmd Lc Profit Sharing PlanBoilermakers National Annuity Trust, Total assets ($B): 1.333963448 · Participants: 18034Boilermakers National Annuity TrustPlumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.458784892 · Participants: 4032Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.447176053 · Participants: 3456I. B. E. W. Local Union No. 124 Annuity PlanAnnuity Fund of Operating Engineers Local 513, Total assets ($B): 0.323168728 · Participants: 9100Annuity Fund of Operating Engineers Local 513Pipe Fitters Local No 533 Individual Account Plan, Total assets ($B): 0.301782843 · Participants: 1427Pipe Fitters Local No 533 Individual Account Plan
Edmund L Yepez Dmd Lc Profit Sharing Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Edmund L Yepez Dmd Lc Profit Sharing Plan side-by-side with 3 peers →

Edmund L Yepez Dmd Lc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Eno-Idem Enterprises Inc. Retirement Plan in OH ($324K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Edmund L Yepez Dmd Lc Profit Sharing Plan assets move in 2024? ▼
Edmund L Yepez Dmd Lc Profit Sharing Plan grew at a solid clip - up 14.1% during 2024, from $284K to $324K. Reported net income was $40K.
How have Edmund L Yepez, Dmd, Lc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edmund L Yepez, Dmd, Lc's sponsor-wide assets grew 28.8%, from $251K to $324K.
Where does Edmund L Yepez Dmd Lc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Edmund L Yepez Dmd Lc Profit Sharing Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Edmund L Yepez Dmd Lc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Eno-Idem Enterprises Inc. Retirement Plan in OH ($324K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Edmund L Yepez Dmd Lc 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).

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 431879628.

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.