Profit Sharing · DOL Form 5500 · 2024
Lance D. Green Dds, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $495K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $164,902
- Avg per participant Above avg balance/head
Official DOL plan name: Lance D. Green Dds, P.C. Retirement Plan · Sponsored by Lance D. Green Dds, P.C. · Arizona · Healthcare & Social Assistance
$495K in assets, 3 participants
Lance D. Green Dds, P.C.'s Lance D. Green Dds, P.C. Retirement Plan reported $495K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #2,189 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Lance D. Green Dds, P.C. Retirement Plan holds $495K for 3 participants - about $164,902 per participant, among the smaller plans by assets on file.
- #2,189
- in Healthcare & Social Assistance (16,916 peers)
- +2.2%
- assets growth YoY
Lance D. Green Dds, P.C. Retirement Plan among the smaller filed plans by assets
Lance D. Green Dds, P.C. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$494,707 18th percentile higher than 18% 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
Lance D. Green Dds, P.C. Retirement 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. Lance D. Green Dds, P.C. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lance D. Green Dds, P.C. Retirement Plan reported net income rose from $10K in the plan year 2023 filing to $10K in the plan year 2024 filing.
- Lance D. Green Dds, P.C. Retirement Plan end-of-year assets rose from $484K in the plan year 2023 filing to $495K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 454115446 · Lance D. Green Dds, P.C. PY 2024 · Profit Sharing
Lance D. Green Dds, P.C. Retirement Plan · $495K · 3 · 18th
- PCT $495K
- PCT 3
- PCT 18th
- PCT Profit Sharing
- PCT near L&d Catlin Inc. Retirement Plan
- PCT ind #2189
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 Arizona →
Lance D. Green Dds, P.C. Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $484K |
|---|---|
| Net Assets (End of Year) | $495K |
| Net Income | $10K |
| Employer EIN | 454115446 |
| Plan Effective Date | 2011-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lance D. Green Dds, P.C.)
Sponsor-wide plan assets over time
All Lance D. Green Dds, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $495K 4.300571989989648% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $474K |
| 2023 | 1 | 3 | $484K |
| 2024 | 1 | 3 | $495K |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Preferred Employer Plan II $76M · 415
- Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $50M · 5,107
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
- Center for Biological Diversity 403(b) DC Plan $34M · 187
Lance D. Green Dds, P.C. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is L&d Catlin Inc. Retirement Plan in WI ($495K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($495K here).
- L&d Catlin Inc. Retirement Plan (WI) $495K · 4
- Five Points Auto Services Inc. Retirement Plan (NJ) $495K · 5
- Allstate Building Corp. Profit Sharing Plan (MD) $495K · 1
- Mglt Inc. Retirement Plan (NY) $495K · 3
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.