Profit Sharing · DOL Form 5500 · 2024
James Koretz, D.M.D. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $317,442
- Avg per participant High balance/head
Official DOL plan name: James Koretz, D.M.D. Profit Sharing Plan · Sponsored by James Koretz, D.M.D. · New York · Healthcare & Social Assistance
$2M in assets, 5 participants
James Koretz, D.M.D.'s James Koretz, D.M.D. Profit Sharing Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,077 in Healthcare & Social Assistance (16,916 peers)
James Koretz, D.M.D. multi-year trail
James Koretz, D.M.D.'s plans moved +29.9% in assets from 2022 to 2024; this filing shows James Koretz, D.M.D. Profit Sharing Plan at $2M / 5 participants.
- #4,077
- in Healthcare & Social Assistance (16,916 peers)
- +16.1%
- assets growth YoY
James Koretz, D.M.D. Profit Sharing Plan among the smaller filed plans by assets
James Koretz, D.M.D. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,587,212 27th percentile higher than 27% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
James Koretz, D.M.D. 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. James Koretz, D.M.D. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James Koretz, D.M.D. Profit Sharing Plan reported net income rose from $145K in the plan year 2023 filing to $221K in the plan year 2024 filing.
- James Koretz, D.M.D. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 133147521 · James Koretz, D.M.D. PY 2024 · Profit Sharing
James Koretz, D.M.D. Profit Sharing Plan · $2M · 5 · 27th
- EIN $2M
- EIN 5
- EIN 27th
- EIN Profit Sharing
- EIN near The Sparks Law Firm, P.C. Profit Sharing Plan
- EIN ind #4077
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 New York →
James Koretz, D.M.D. Profit Sharing Plan in the asset neighbourhood
James Koretz, D.M.D. multi-year asset trail
Sponsor-wide plan assets over time
All James Koretz, D.M.D. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 29.918842264231255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 5 | $2M |
James Koretz, D.M.D. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $221K |
| Employer EIN | 133147521 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
James Koretz, D.M.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is The Sparks Law Firm, P.C. Profit Sharing Plan in AZ ($2M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.