Profit Sharing · DOL Form 5500 · 2024

Summer Q. Hafar, D.D.S., Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
33rd
Percentile by assets National rank
$704,991
Avg per participant High balance/head
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Official DOL plan name: Summer Q. Hafar, D.D.S., Inc., Retirement Plan · Sponsored by Summer Q. Hafar, D.D.S., Inc. · California · Healthcare & Social Assistance

$3M in assets, 4 participants

Summer Q. Hafar, D.D.S., Inc.'s Summer Q. Hafar, D.D.S., Inc., Retirement Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,614 in Healthcare & Social Assistance (16,916 peers)

Summer Q. Hafar, D.D.S., Inc. multi-year trail

Summer Q. Hafar, D.D.S., Inc.'s plans moved +21.4% in assets from 2022 to 2024; this filing shows Summer Q. Hafar, D.D.S., Inc., Retirement Plan at $3M / 4 participants.

#5,614
in Healthcare & Social Assistance (16,916 peers)
+5.4%
assets growth YoY

Summer Q. Hafar, D.D.S., Inc., Retirement Plan among the smaller filed plans by assets

Summer Q. Hafar, D.D.S., Inc., Retirement Plan vs every filed plan by assets

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

$2,819,963 33rd percentile higher than 33% 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

Summer Q. Hafar, D.D.S., Inc., 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. Summer Q. Hafar, D.D.S., Inc., Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summer Q. Hafar, D.D.S., Inc., Retirement Plan reported net income fell from $353K in the plan year 2023 filing to $143K in the plan year 2024 filing.
  • Summer Q. Hafar, D.D.S., Inc., Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 251906193 · Summer Q. Hafar, D.D.S., Inc. PY 2024 · Profit Sharing

Summer Q. Hafar, D.D.S., Inc., Retirement Plan · $3M · 4 · 33rd

  • VS-ST $3M
  • VS-ST 4
  • VS-ST 33rd
  • VS-ST Profit Sharing
  • VS-ST near Isn Retirement Plan
  • VS-ST ind #5614

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 →

Summer Q. Hafar, D.D.S., Inc., Retirement Plan in the asset neighbourhood

Summer Q. Hafar, D.D.S., Inc., Retirement PlanSummer Q. Hafar, D.D.S., Inc…$3MIsn Retirement Plan$3MTexas Home Improvement, Inc. Restated Profit Sharing PlanTexas Home Improvement, Inc.…$3MSimon a Levit Md Profit Sharing PlanSimon a Levit Md Profit Shar…$3MWilton Investments, Inc. Retirement PlanWilton Investments, Inc. Ret…$3M
End-of-year total assets ($M) among Summer Q. Hafar, D.D.S., Inc., Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Summer Q. Hafar, D.D.S., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Summer Q. Hafar, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.3593022695348% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.32M $2.82M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 4 $3M
2024 1 4 $3M

Summer Q. Hafar, D.D.S., Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$143K
Employer EIN251906193
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Summer Q. Hafar, D.D.S., Inc., Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Summer Q. Hafar, D.D.S., Inc., Retirement Plan, Total assets ($B): 0.002819963 · Participants: 4Summer Q. Hafar, D.D.S., Inc., Retirement 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
Summer Q. Hafar, D.D.S., Inc., Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Summer Q. Hafar, D.D.S., Inc., Retirement Plan side-by-side with 3 peers →

Summer Q. Hafar, D.D.S., Inc., Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Isn Retirement Plan in NH ($3M); 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 Summer Q. Hafar, D.D.S., Inc., Retirement Plan assets move in 2024? ▼
Summer Q. Hafar, D.D.S., Inc., Retirement Plan grew at a solid clip - up 5.4% during 2024, from $3M to $3M. Reported net income was $143K.
How have Summer Q. Hafar, D.D.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summer Q. Hafar, D.D.S., Inc.'s sponsor-wide assets grew 21.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Summer Q. Hafar, D.D.S., Inc., Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Isn Retirement Plan in NH ($3M, 70 participants).
Which Profit Sharing plans cover a similar participant headcount to Summer Q. Hafar, D.D.S., Inc., Retirement 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 251906193.

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.