Profit Sharing · DOL Form 5500 · 2024

David J. Conner, D.D.S., P.a. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
33rd
Percentile by assets National rank
$175,799
Avg per participant Above avg balance/head
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Official DOL plan name: David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan · Sponsored by David J. Conner, D.D.S., P.a. · Mississippi · Healthcare & Social Assistance

$3M in assets, 16 participants

David J. Conner, D.D.S., P.a.'s David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan reported $3M in total assets and 16 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.

  • #5,611 in Healthcare & Social Assistance (16,916 peers)

David J. Conner, D.D.S., P.a. multi-year trail

David J. Conner, D.D.S., P.a.'s plans moved +10.4% in assets from 2022 to 2024; this filing shows David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan at $3M / 16 participants.

#5,611
in Healthcare & Social Assistance (16,916 peers)
+7.9%
assets growth YoY

David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan among the smaller filed plans by assets

David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan vs every filed plan by assets

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

$2,812,779 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

David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan reported net income rose from $60K in the plan year 2023 filing to $205K in the plan year 2024 filing.
  • David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan reported participants fell from 17 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 640604882 · David J. Conner, D.D.S., P.a. PY 2024 · Profit Sharing

David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan · $3M · 16 · 33rd

  • ASSETS $3M
  • ASSETS 16
  • ASSETS 33rd
  • ASSETS Profit Sharing
  • ASSETS near Tom E. Smalley Profit Sharing Plan
  • ASSETS ind #5611

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 Mississippi →

David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan in the asset neighbourhood

Wilton Investments, Inc. Retirement PlanWilton Investments, Inc. Ret…$3MDavid J. Conner, D.D.S., P.a. Employees Profit Sharing PlanDavid J. Conner, D.D.S., P.a…$3MTom E. Smalley Profit Sharing PlanTom E. Smalley Profit Sharin…$3MGoldsher Investment Company Inc. Profit Sharing Plan and TrustGoldsher Investment Company …$3MGeimer, Ehrlich & Gross PA Profit Sharing PlanGeimer, Ehrlich & Gross PA P…$3M
End-of-year total assets ($M) among David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

David J. Conner, D.D.S., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All David J. Conner, D.D.S., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 10.387438154826915% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M 202220232024 $2.55M $2.81M ▲ +10.2%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 17 $3M
2024 1 16 $3M

David J. Conner, D.D.S., P.a. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$205K
Employer EIN640604882
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Mississippi

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

David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan, Total assets ($M): 2.812779 · Participants: 16David J. Conner, D.D.S., P.a. Employees Profit Sharing PlanNorth Mississippi Health Services, Inc. Employer Savings Plan, Total assets ($M): 361.804686 · Participants: 7188North Mississippi Health Services, Inc. Employer Savings PlanAnderson Regional Medical Center Retirement Savings Plan, Total assets ($M): 33.75209 · Participants: 1645Anderson Regional Medical Center Retirement Savings PlanBelhaven University 403(b) Plan, Total assets ($M): 30.122515 · Participants: 351Belhaven University 403(b) PlanInstitute of Community Services, Inc. Retirement Plan, Total assets ($M): 21.838964 · Participants: 765Institute of Community Services, Inc. Retirement PlanRadiology Associates of Oxford, P.a. Retirement Plan, Total assets ($M): 17.754807 · Participants: 6Radiology Associates of Oxford, P.a. Retirement Plan
David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants
Compare David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan side-by-side with 3 peers →

David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Mississippi, the nearest Profit Sharing by assets is Tom E. Smalley Profit Sharing Plan in TX ($3M); by covered participants it is Beaumont Rice Mills, Inc. Profit Sharing Trust in TX (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan assets move in 2024? ▼
David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan grew at a solid clip - up 7.9% during 2024, from $3M to $3M. Reported net income was $205K.
How have David J. Conner, D.D.S., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David J. Conner, D.D.S., P.a.'s sponsor-wide assets grew 10.4%, from $3M to $3M.
Which Profit Sharing plans are similar in size to David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tom E. Smalley Profit Sharing Plan in TX ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to David J. Conner, D.D.S., P.a. Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Beaumont Rice Mills, Inc. Profit Sharing Trust in TX (16 participants, N/A 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 640604882.

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.