Profit Sharing · DOL Form 5500 · 2024

Daniel J. Oehler Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
38th
Percentile by assets National rank
$960,055
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Daniel J. Oehler Profit Sharing Plan · Sponsored by Daniel J. Oehler · Arizona · Professional & Technical Services

$4M in assets, 4 participants

Daniel J. Oehler's Daniel J. Oehler Profit Sharing Plan reported $4M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,972 in Professional & Technical Services (20,173 peers)

Daniel J. Oehler multi-year trail

Daniel J. Oehler's plans moved +11.1% in assets from 2022 to 2024; this filing shows Daniel J. Oehler Profit Sharing Plan at $4M / 4 participants.

#6,972
in Professional & Technical Services (20,173 peers)
+10.7%
assets growth YoY

Daniel J. Oehler Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Daniel J. Oehler Profit Sharing Plan vs every filed plan by assets

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

$3,840,221 38th percentile higher than 38% 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

Daniel J. Oehler 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. Daniel J. Oehler 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

  • Daniel J. Oehler Profit Sharing Plan reported net income rose from $13K in the plan year 2023 filing to $42K in the plan year 2024 filing.
  • Daniel J. Oehler Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860346102 · Daniel J. Oehler PY 2024 · Profit Sharing

Daniel J. Oehler Profit Sharing Plan · $4M · 4 · 38th

  • PCT $4M
  • EIN 4
  • RANK 38th
  • PHOTO Profit Sharing
  • IND near Jubilee Landscape Management, Inc. Profit Sharing Plan
  • EOY ind #6972

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Daniel J. Oehler Profit Sharing Plan in the asset neighbourhood

Daniel J. Oehler Profit Sharing PlanDaniel J. Oehler Profit Shar…$4MJubilee Landscape Management, Inc. Profit Sharing PlanJubilee Landscape Management…$4MLeftin Investment Co. Profit Sharing PlanLeftin Investment Co. Profit…$4MRichard K Johnson & Associates, Inc 401(k) PlanRichard K Johnson & Associat…$4MPrecision Radiology, Inc. 401(k) Profit Sharing PlanPrecision Radiology, Inc. 40…$4M
End-of-year total assets ($M) among Daniel J. Oehler Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Daniel J. Oehler multi-year asset trail

Sponsor-wide plan assets over time

All Daniel J. Oehler plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.104678597580893% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M 202220232024 $3.46M $3.84M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 4 $4M

Daniel J. Oehler filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$42K
Employer EIN860346102
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Daniel J. Oehler Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -20000200040006000 020406080 Total assets ($M) Participants Daniel J. Oehler Profit Sharing Plan, Total assets ($M): 3.840221 · Participants: 4Daniel J. Oehler Profit Sharing PlanPreferred Employer Plan II, Total assets ($M): 75.769033 · Participants: 415Preferred Employer Plan IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg Inc Profit Sharing Plan TrustCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 33.775352 · Participants: 187Center for Biological Diversity 403(b) DC Plan
Daniel J. Oehler Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Daniel J. Oehler Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Jubilee Landscape Management, Inc. Profit Sharing Plan in AL ($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 Daniel J. Oehler Profit Sharing Plan assets move in 2024?
Daniel J. Oehler Profit Sharing Plan grew at a solid clip - up 10.7% during 2024, from $3M to $4M. Reported net income was $42K.
How have Daniel J. Oehler plan assets changed over time?
Across 3 plan years on file (2022-2024), Daniel J. Oehler's sponsor-wide assets grew 11.1%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Daniel J. Oehler Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Jubilee Landscape Management, Inc. Profit Sharing Plan in AL ($4M, 29 participants).
Which Profit Sharing plans cover a similar participant headcount to Daniel J. Oehler 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).