Profit Sharing · DOL Form 5500 · 2024

Joel F. Brodsky, D.D.S., Inc. Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
17
Participants Small participant base
58th
Percentile by assets National rank
$640,753
Avg per participant High balance/head
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Official DOL plan name: Joel Brodsky, Inc. Profit Sharing Plan · Sponsored by Joel F. Brodsky, D.D.S., Inc. · California · Healthcare & Social Assistance

$11M in assets, 17 participants

Joel F. Brodsky, D.D.S., Inc.'s Joel Brodsky, Inc. Profit Sharing Plan reported $11M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #10,658 in Healthcare & Social Assistance (16,916 peers)

Joel F. Brodsky, D.D.S., Inc. multi-year trail

Joel F. Brodsky, D.D.S., Inc.'s plans moved +11.3% in assets from 2022 to 2024; this filing shows Joel Brodsky, Inc. Profit Sharing Plan at $11M / 17 participants.

#10,658
in Healthcare & Social Assistance (16,916 peers)
+33.8%
assets growth YoY

Joel Brodsky, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Joel Brodsky, Inc. Profit Sharing Plan vs every filed plan by assets

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

$10,892,793 Top 42% higher than 58% 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

Joel Brodsky, Inc. 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. Joel Brodsky, Inc. Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joel Brodsky, Inc. Profit Sharing Plan reported net income rose from $754K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Joel Brodsky, Inc. Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Joel Brodsky, Inc. Profit Sharing Plan reported participants fell from 19 in the plan year 2023 filing to 17 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953405079 · Joel F. Brodsky, D.D.S., Inc. PY 2024 · Profit Sharing

Joel Brodsky, Inc. Profit Sharing Plan · $11M · 17 · 58th

  • EIN $11M
  • EIN 17
  • EIN 58th
  • EIN Profit Sharing
  • EIN near The Institute of Contemporary Art 403(b) DC Plan
  • EIN ind #10658

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 →

Joel Brodsky, Inc. Profit Sharing Plan in the asset neighbourhood

The Institute of Contemporary Art 403(b) DC PlanThe Institute of Contemporar…$11MHarris & Hart, Inc. Employees' Profit Sharing PlanHarris & Hart, Inc. Employee…$11MJoel Brodsky, Inc. Profit Sharing PlanJoel Brodsky, Inc. Profit Sh…$11MBruno a. Chumpitazi Md PC Profit Sharing PlanBruno a. Chumpitazi Md PC Pr…$11MThe Makens Company Profit Sharing PlanThe Makens Company Profit Sh…$11M
End-of-year total assets ($M) among Joel Brodsky, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Joel F. Brodsky, D.D.S., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Joel F. Brodsky, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 11.333695288000282% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.78M $10.9M ▲ +11.3%
Year Plans Participants Total Assets
2022 2 39 $10M
2023 2 38 $11M
2024 2 33 $11M

Joel F. Brodsky, D.D.S., Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN953405079
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Joel Brodsky, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Joel Brodsky, Inc. Profit Sharing Plan, Total assets ($B): 0.010892793 · Participants: 17Joel Brodsky, Inc. 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
Joel Brodsky, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Joel Brodsky, Inc. Profit Sharing Plan side-by-side with 3 peers →

Joel Brodsky, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is The Institute of Contemporary Art 403(b) DC Plan in MA ($11M); by covered participants it is Bgo's Ventures Inc. Retirement Plan in PA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Joel Brodsky, Inc. Profit Sharing Plan assets move in 2024? ▼
Joel Brodsky, Inc. Profit Sharing Plan surged - up 33.8% during 2024, from $8M to $11M. Reported net income was $3M.
How have Joel F. Brodsky, D.D.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joel F. Brodsky, D.D.S., Inc.'s sponsor-wide assets grew 11.3%, from $10M to $11M.
Which Profit Sharing plans are similar in size to Joel Brodsky, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Institute of Contemporary Art 403(b) DC Plan in MA ($11M, 162 participants).
Which Profit Sharing plans cover a similar participant headcount to Joel Brodsky, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bgo's Ventures Inc. Retirement Plan in PA (17 participants, $265K 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 953405079.

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.