Profit Sharing · DOL Form 5500 · 2024

Warren I Dotz Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
39th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Warren I Dotz Md Profit Sharing Plan · Sponsored by Warren I Dotz · California · Healthcare & Social Assistance

$4M in assets, 4 participants

Warren I Dotz's Warren I Dotz Md Profit Sharing Plan reported $4M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #6,880 in Healthcare & Social Assistance (16,916 peers)

Warren I Dotz multi-year trail

Warren I Dotz's plans moved +23.5% in assets from 2023 to 2024; this filing shows Warren I Dotz Md Profit Sharing Plan at $4M / 4 participants.

#6,880
in Healthcare & Social Assistance (16,916 peers)
+27.7%
assets growth YoY

Warren I Dotz Md Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Warren I Dotz Md Profit Sharing Plan vs every filed plan by assets

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

$4,137,537 39th percentile higher than 39% 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

Warren I Dotz Md 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. Warren I Dotz Md Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Warren I Dotz Md Profit Sharing Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Warren I Dotz Md Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Warren I Dotz Md Profit Sharing Plan reported net income rose from $751K in the plan year 2023 filing to $896K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942992978 · Warren I Dotz PY 2024 · Profit Sharing

Warren I Dotz Md Profit Sharing Plan · $4M · 4 · 39th

  • EIN $4M
  • RANK 4
  • PHOTO 39th
  • IND Profit Sharing
  • EOY near Fredercik T. Stukenborg Profit Sharing Plan
  • 5500 ind #6880

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 →

Warren I Dotz Md Profit Sharing Plan in the asset neighbourhood

Warren I Dotz Md Profit Sharing PlanWarren I Dotz Md Profit Shar…$4MFredercik T. Stukenborg Profit Sharing PlanFredercik T. Stukenborg Prof…$4MAronowitz & Helgeson, P.C. Profit Sharing PlanAronowitz & Helgeson, P.C. P…$4MOhio Valley Residential Services 403b PlanOhio Valley Residential Serv…$4MWard-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing PlanWard-Boland Associates, Inc.…$4M
End-of-year total assets ($M) among Warren I Dotz Md Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Warren I Dotz multi-year asset trail

Sponsor-wide plan assets over time

All Warren I Dotz plans reported in each filing year

Latest sponsor-wide plan assets
$15M 23.502671103681205% vs 2023
2024 filing year
$11M$12M$13M$14M$15M$16M 20232024 $12.2M $15.1M ▲ +23.5%
Year Plans Participants Total Assets
2023 2 6 $12M
2024 2 8 $15M

Warren I Dotz filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$896K
Employer EIN942992978
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Warren I Dotz Md Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Warren I Dotz Md Profit Sharing Plan, Total assets ($B): 0.004137537 · Participants: 4Warren I Dotz Md 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
Warren I Dotz Md Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Warren I Dotz Md Profit Sharing Plan side-by-side with 3 peers →

Warren I Dotz Md Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Fredercik T. Stukenborg Profit Sharing Plan in TN ($4M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Warren I Dotz Md Profit Sharing Plan assets move in 2024? ▼
Warren I Dotz Md Profit Sharing Plan grew sharply - up 27.7% during 2024, from $3M to $4M. Reported net income was $896K.
How have Warren I Dotz plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Warren I Dotz's sponsor-wide assets grew 23.5%, from $12M to $15M.
Which Profit Sharing plans are similar in size to Warren I Dotz Md Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fredercik T. Stukenborg Profit Sharing Plan in TN ($4M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Warren I Dotz Md Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 942992978.

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.