Profit Sharing · DOL Form 5500 · 2024

Dr. Charles V. Oliver, Orthodontis P.C. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
30th
Percentile by assets National rank
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Official DOL plan name: Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan · Sponsored by Dr. Charles V. Oliver, Orthodontis P.C. · Alabama · Healthcare & Social Assistance

$2M in assets, N/A participants

Dr. Charles V. Oliver, Orthodontis P.C.'s Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan reported $2M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,882 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan holds $2M for N/A participants, in the lower half of filed plans by assets.

#4,882
in Healthcare & Social Assistance (16,916 peers)
+0.6%
assets growth YoY

Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan among the smaller filed plans by assets

Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan vs every filed plan by assets

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

$2,193,396 30th percentile higher than 30% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan reported net income fell from $54K in the plan year 2023 filing to $14K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 630954202 · Dr. Charles V. Oliver, Orthodontis P.C. PY 2024 · Profit Sharing

Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan · $2M · N/A · 30th

  • BOY $2M
  • SCH N/A
  • EBSA 30th
  • PART Profit Sharing
  • TYPE near Dodds Company Profit Sharing Plan
  • NET ind #4882

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 Alabama →

Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan in the asset neighbourhood

Insulators Local 96 Supplemental Pension PlanInsulators Local 96 Suppleme…$2MDr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing PlanDr. Charles V. Oliver, Ortho…$2MDodds Company Profit Sharing PlanDodds Company Profit Sharing…$2MHi Retirement Plan$2MProduction Metals, Inc. Profit Sharing PlanProduction Metals, Inc. Prof…$2M
End-of-year total assets ($M) among Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$14K
Employer EIN630954202
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dr. Charles V. Oliver, Orthodontis P.C.)

Sponsor-wide plan assets over time

All Dr. Charles V. Oliver, Orthodontis P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.22499881169145% vs 2022
2024 filing year
$2.1M$2.15M$2.2M 202220232024 $2.12M $2.19M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 N/A $2M
2023 1 N/A $2M
2024 1 N/A $2M

Nearby Profit Sharing Plans in Alabama

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

Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -200204060 Total assets ($M) Participants Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan, Total assets ($M): 2.193396 · Participants: 0Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 48.988463 · Participants: 2217The Health Care Authority for Baptist Health Matching Dollar PlanEwtn 403(b) Retirement Savings Plan, Total assets ($M): 40.769673 · Participants: 468Ewtn 403(b) Retirement Savings PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 34.666809 · Participants: 40Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.607066 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 27.311595 · Participants: 401Auto Investment, Inc. 401(k) Plan
Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan side-by-side with 3 peers →

Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside Alabama, the nearest Profit Sharing by end-of-year assets is Dodds Company Profit Sharing Plan in IL at $2M (this filing: $2M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

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 Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan assets move in 2024? ▼
Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan held essentially flat - up 0.6% during 2024, from $2M to $2M. Reported net income was $14K.
How have Dr. Charles V. Oliver, Orthodontis P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Charles V. Oliver, Orthodontis P.C.'s sponsor-wide assets grew 3.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Dr. Charles V. Oliver, Orthodontist, P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dodds Company Profit Sharing Plan in IL ($2M, 7 participants).

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 630954202.

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.