Profit Sharing · DOL Form 5500 · 2024

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan

Data updated 2026-08-25

$859K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$286,293
Avg per participant High balance/head
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Official DOL plan name: Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust · Sponsored by Mark a. Peterson, D.M.D., P.a. · Florida · Healthcare & Social Assistance

$859K in assets, 3 participants

Mark a. Peterson, D.M.D., P.a.'s Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust reported $859K 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.

  • #2,976 in Healthcare & Social Assistance (16,916 peers)

Mark a. Peterson, D.M.D., P.a. multi-year trail

Mark a. Peterson, D.M.D., P.a.'s plans moved +29.2% in assets from 2022 to 2024; this filing shows Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust at $859K / 3 participants.

#2,976
in Healthcare & Social Assistance (16,916 peers)
+14.8%
assets growth YoY

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust among the smaller filed plans by assets

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust vs every filed plan by assets

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

$858,878 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

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan 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. Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust reported net income rose from $83K in the plan year 2023 filing to $111K in the plan year 2024 filing.
  • Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust end-of-year assets rose from $748K in the plan year 2023 filing to $859K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 593049406 · Mark a. Peterson, D.M.D., P.a. PY 2024 · Profit Sharing

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust · $859K · 3 · 22nd

  • BOOK $859K
  • BOOK 3
  • BOOK 22nd
  • BOOK Profit Sharing
  • BOOK near Ej2 Solutions, Inc. Profit Sharing Plan
  • BOOK ind #2976

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 Florida →

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust in the asset neighbourhood

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and TrustMark a. Peterson, D.M.D., P.…$859KEj2 Solutions, Inc. Profit Sharing PlanEj2 Solutions, Inc. Profit S…$859KMiller Enterprises of Sc Inc. Retirement PlanMiller Enterprises of Sc Inc…$859KMadison Partners, L.L.C. 401(k) PlanMadison Partners, L.L.C. 401…$859KDavid Posmantier P/S Plan$859K
End-of-year total assets ($M) among Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Mark a. Peterson, D.M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Mark a. Peterson, D.M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$859K 29.165269307987877% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.66M $0.86M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 3 $665K
2023 1 3 $748K
2024 1 3 $859K

Mark a. Peterson, D.M.D., P.a. filing trail (2024)

Total Assets (Beginning of Year)$748K
Net Assets (End of Year)$859K
Net Income$111K
Employer EIN593049406
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust, Total assets ($B): 0.000858878 · Participants: 3Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and TrustRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust side-by-side with 3 peers →

Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Ej2 Solutions, Inc. Profit Sharing Plan in KY ($859K); 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 ($859K here).

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 Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust assets move in 2024? ▼
Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust grew at a solid clip - up 14.8% during 2024, from $748K to $859K. Reported net income was $111K.
How have Mark a. Peterson, D.M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark a. Peterson, D.M.D., P.a.'s sponsor-wide assets grew 29.2%, from $665K to $859K.
Where does Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan 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 Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Ej2 Solutions, Inc. Profit Sharing Plan in KY ($859K, 15 participants).
Which Profit Sharing plans cover a similar participant headcount to Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan 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 593049406.

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.