Profit Sharing · DOL Form 5500 · 2024

South Jersey Oral & Maxillofacial Surgeons LLC Psp and Trust Profit Sharing Plan

Data updated 2026-08-25

$834K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$278,150
Avg per participant High balance/head
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Official DOL plan name: South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust · Sponsored by South Jersey Oral & Maxillofacial Surgeons LLC Psp and Trust · New Jersey · Healthcare & Social Assistance

$834K in assets, 3 participants

South Jersey Oral & Maxillofacial Surgeons LLC Psp and Trust's South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust reported $834K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,928 in Healthcare & Social Assistance (16,916 peers)

South Jersey Oral & Maxillofacial Surgeons LLC Psp and Trust multi-year trail

South Jersey Oral & Maxillofacial Surgeons LLC Psp and Trust's plans moved +26.5% in assets from 2022 to 2024; this filing shows South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust at $834K / 3 participants.

#2,928
in Healthcare & Social Assistance (16,916 peers)
+12.7%
assets growth YoY

South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust among the smaller filed plans by assets

South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust vs every filed plan by assets

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

$834,451 22nd percentile higher than 22% 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

South Jersey Oral and Maxillofacial Surgeons LLC Psp and 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. South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust reported net income rose from $81K in the plan year 2023 filing to $94K in the plan year 2024 filing.
  • South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust end-of-year assets rose from $741K in the plan year 2023 filing to $834K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 223634135 · South Jersey Oral & Maxillofacial Surgeons LLC Psp and Trust PY 2024 · Profit Sharing

South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust · $834K · 3 · 22nd

  • SCH $834K
  • SCH 3
  • SCH 22nd
  • SCH Profit Sharing
  • SCH near The Rowley Group, Inc. Profit Sharing Plan
  • SCH ind #2928

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 New Jersey →

South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust in the asset neighbourhood

R. Cruz Burgos Retirement PlanR. Cruz Burgos Retirement Pl…$835KSouth Jersey Oral and Maxillofacial Surgeons LLC Psp and TrustSouth Jersey Oral and Maxill…$834KThe Rowley Group, Inc. Profit Sharing PlanThe Rowley Group, Inc. Profi…$834KDr Richard Catterlin Do Inc Employees Profit Sharing PlanDr Richard Catterlin Do Inc …$834KJerasmus Holdings, Inc. Profit Sharing PlanJerasmus Holdings, Inc. Prof…$834K
End-of-year total assets ($M) among South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

South Jersey Oral & Maxillofacial Surgeons LLC Psp and Trust multi-year asset trail

Sponsor-wide plan assets over time

All South Jersey Oral & Maxillofacial Surgeons LLC Psp and Trust plans reported in each filing year

Latest sponsor-wide plan assets
$834K 26.467610569039152% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.66M $0.83M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 3 $660K
2023 1 3 $741K
2024 1 3 $834K

South Jersey Oral & Maxillofacial Surgeons LLC Psp and Trust filing trail (2024)

Total Assets (Beginning of Year)$741K
Net Assets (End of Year)$834K
Net Income$94K
Employer EIN223634135
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

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

South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust, Total assets ($B): 0.000834451 · Participants: 3South Jersey Oral and Maxillofacial Surgeons LLC Psp and TrustErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirement Savings Plan
South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust side-by-side with 3 peers →

South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is The Rowley Group, Inc. Profit Sharing Plan in VA ($834K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust assets move in 2024? ▼
South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust grew at a solid clip - up 12.7% during 2024, from $741K to $834K. Reported net income was $94K.
How have South Jersey Oral & Maxillofacial Surgeons LLC Psp and Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Jersey Oral & Maxillofacial Surgeons LLC Psp and Trust's sponsor-wide assets grew 26.5%, from $660K to $834K.
Where does South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust rank by assets among Form 5500 filers? ▼
South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust ranks in the 22nd 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 South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is The Rowley Group, Inc. Profit Sharing Plan in VA ($834K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to South Jersey Oral and Maxillofacial Surgeons LLC Psp and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 223634135.

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.