401(k) · DOL Form 5500 · 2024

Marcus a. Castro, D.D.S. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
42nd
Percentile by assets National rank
$638,716
Avg per participant High balance/head
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Official DOL plan name: Marcus a. Castro, D.D.S. Profit Sharing Plan · Sponsored by Marcus a. Castro, D.D.S. · Ohio · Healthcare & Social Assistance

$5M in assets, 8 participants

Marcus a. Castro, D.D.S.'s Marcus a. Castro, D.D.S. Profit Sharing Plan reported $5M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,704 in Healthcare & Social Assistance (16,916 peers)

Marcus a. Castro, D.D.S. multi-year trail

Marcus a. Castro, D.D.S.'s plans moved +43.5% in assets from 2022 to 2024; this filing shows Marcus a. Castro, D.D.S. Profit Sharing Plan at $5M / 8 participants.

#7,704
in Healthcare & Social Assistance (16,916 peers)
+16.8%
assets growth YoY

Marcus a. Castro, D.D.S. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Marcus a. Castro, D.D.S. Profit Sharing Plan vs every filed plan by assets

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

$5,109,727 42nd percentile higher than 42% 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

Marcus a. Castro, D.D.S. 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. Marcus a. Castro, D.D.S. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marcus a. Castro, D.D.S. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Marcus a. Castro, D.D.S. Profit Sharing Plan reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Marcus a. Castro, D.D.S. Profit Sharing Plan reported net income fell from $814K in the plan year 2023 filing to $734K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 341712254 · Marcus a. Castro, D.D.S. PY 2024 · 401(k)

Marcus a. Castro, D.D.S. Profit Sharing Plan · $5M · 8 · 42nd

  • EIN $5M
  • EIN 8
  • EIN 42nd
  • EIN 401(k)
  • EIN near Distinctive Home Care, Inc. 401(k) Plan
  • EIN ind #7704

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 →

Marcus a. Castro, D.D.S. Profit Sharing Plan in the asset neighbourhood

Marcus a. Castro, D.D.S. Profit Sharing PlanMarcus a. Castro, D.D.S. Pro…$5MDistinctive Home Care, Inc. 401(k) PlanDistinctive Home Care, Inc. …$5MBolthouse Properties, LLC Retirement PlanBolthouse Properties, LLC Re…$5MDelta Electrical 401(k) and Profit Sharing PlanDelta Electrical 401(k) and …$5MFujikoki America, Inc. 401(k) Profit Sharing PlanFujikoki America, Inc. 401(k…$5M
End-of-year total assets ($M) among Marcus a. Castro, D.D.S. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Marcus a. Castro, D.D.S. multi-year asset trail

Sponsor-wide plan assets over time

All Marcus a. Castro, D.D.S. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 43.45630244787148% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.56M $5.11M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 9 $4M
2023 1 9 $4M
2024 1 8 $5M

Marcus a. Castro, D.D.S. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$734K
Employer EIN341712254
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Marcus a. Castro, D.D.S. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Marcus a. Castro, D.D.S. Profit Sharing Plan, Total assets ($B): 0.005109727 · Participants: 8Marcus a. Castro, D.D.S. Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Marcus a. Castro, D.D.S. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Marcus a. Castro, D.D.S. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Distinctive Home Care, Inc. 401(k) Plan in MD ($5M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Marcus a. Castro, D.D.S. Profit Sharing Plan assets move in 2024?
Marcus a. Castro, D.D.S. Profit Sharing Plan grew sharply - up 16.8% during 2024, from $4M to $5M. Reported net income was $734K.
How have Marcus a. Castro, D.D.S. plan assets changed over time?
Across 3 plan years on file (2022-2024), Marcus a. Castro, D.D.S.'s sponsor-wide assets grew 43.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Marcus a. Castro, D.D.S. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Distinctive Home Care, Inc. 401(k) Plan in MD ($5M, 284 participants).
Which 401(k) plans cover a similar participant headcount to Marcus a. Castro, D.D.S. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).