Profit Sharing · DOL Form 5500 · 2024

Lawrence E. Porteous, Dds, Adc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
31st
Percentile by assets National rank
$759,213
Avg per participant High balance/head
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Official DOL plan name: Lawrence E. Porteous, Dds, Adc Profit Sharing Plan · Sponsored by Lawrence E. Porteous, Dds, Adc · California · Healthcare & Social Assistance

$2M in assets, 3 participants

Lawrence E. Porteous, Dds, Adc's Lawrence E. Porteous, Dds, Adc Profit Sharing Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,985 in Healthcare & Social Assistance (16,916 peers)

Lawrence E. Porteous, Dds, Adc multi-year trail

Lawrence E. Porteous, Dds, Adc's plans moved +24.6% in assets from 2022 to 2024; this filing shows Lawrence E. Porteous, Dds, Adc Profit Sharing Plan at $2M / 3 participants.

#4,985
in Healthcare & Social Assistance (16,916 peers)
-1.0%
assets change YoY

The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lawrence E. Porteous, Dds, Adc Profit Sharing Plan among the smaller filed plans by assets

Lawrence E. Porteous, Dds, Adc Profit Sharing Plan vs every filed plan by assets

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

$2,277,640 31st percentile higher than 31% 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

Lawrence E. Porteous, Dds, Adc 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. Lawrence E. Porteous, Dds, Adc Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lawrence E. Porteous, Dds, Adc Profit Sharing Plan reported net income fell from $472K in the plan year 2023 filing to -$23K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942910589 · Lawrence E. Porteous, Dds, Adc PY 2024 · Profit Sharing

Lawrence E. Porteous, Dds, Adc Profit Sharing Plan · $2M · 3 · 31st

  • SCH $2M
  • EBSA 3
  • PART 31st
  • TYPE Profit Sharing
  • NET near Carrera's Services Inc. Retirement Plan
  • BOOK ind #4985

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 California →

Lawrence E. Porteous, Dds, Adc Profit Sharing Plan in the asset neighbourhood

Lawrence E. Porteous, Dds, Adc Profit Sharing PlanLawrence E. Porteous, Dds, A…$2MCarrera's Services Inc. Retirement PlanCarrera's Services Inc. Reti…$2MPti Retirement Plan$2MComin 1st Development Inc. Retirement PlanComin 1st Development Inc. R…$2MNicholas R. Sabatine, III, P.C. Profit Sharing PlanNicholas R. Sabatine, III, P…$2M
End-of-year total assets ($M) among Lawrence E. Porteous, Dds, Adc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Lawrence E. Porteous, Dds, Adc multi-year asset trail

Sponsor-wide plan assets over time

All Lawrence E. Porteous, Dds, Adc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.606167503067777% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.83M $2.28M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Lawrence E. Porteous, Dds, Adc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$23K
Employer EIN942910589
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Lawrence E. Porteous, Dds, Adc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Lawrence E. Porteous, Dds, Adc Profit Sharing Plan, Total assets ($B): 0.00227764 · Participants: 3Lawrence E. Porteous, Dds, Adc Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Lawrence E. Porteous, Dds, Adc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Lawrence E. Porteous, Dds, Adc Profit Sharing Plan side-by-side with 3 peers →

Lawrence E. Porteous, Dds, Adc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Carrera's Services Inc. Retirement Plan in CO ($2M); 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 Lawrence E. Porteous, Dds, Adc Profit Sharing Plan assets move in 2024? ▼
Lawrence E. Porteous, Dds, Adc Profit Sharing Plan held essentially flat - down 1.0% during 2024, from $2M to $2M. Reported net income was -$23K.
How have Lawrence E. Porteous, Dds, Adc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lawrence E. Porteous, Dds, Adc's sponsor-wide assets grew 24.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Lawrence E. Porteous, Dds, Adc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Carrera's Services Inc. Retirement Plan in CO ($2M, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Lawrence E. Porteous, Dds, Adc Profit Sharing Plan? ▼
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 942910589.

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.