Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-08-06

$11M
Total assets: 17
Participants: 58th
Percentile by assets: $640,753
Avg per participant

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.

58th percentile by assets (of 116,472 plans)

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.

$11M
total plan assets (2024 EOY): 17
covered participants: 58th
percentile by assets (of 116,472 plans): $640,753
avg assets per participant

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 →

State

California

Industry

Healthcare & Social Assistance

Joel F. Brodsky, D.D.S., Inc. across 3 plan years on file

Across the 3 plan years Joel F. Brodsky, D.D.S., Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $11M, a gain of 11.3%, while reported participants moved from 39 to 33 (-15.4%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($10M).

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

Total plan assets by year, all Joel F. Brodsky, D.D.S., Inc. plans on file

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 EIN	953405079
Plan Effective Date	1992-01-01
Filing Status	FILING 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

Scpmg Keogh Plan $7.9B · 10,749
Intel Retirement Contribution Plan $7.3B · 19,044
Motion Picture Industry Individual Account Plan $6.2B · 67,842
Memorialcare Retirement Plan $1.4B · 4,491
Disney Retirement Savings Plan $1.4B · 36,338

Compare Joel Brodsky, Inc. Profit Sharing Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Joel Brodsky, Inc. Profit Sharing Plan by total assets, not by location.

Harris & Hart, Inc. Employees' Profit Sharing Plan (UT) $11M · 15
Bruno a. Chumpitazi Md PC Profit Sharing Plan (MD) $11M · 4
Local No. 1 Suburban 401(k) Savings Plan (IL) $11M · 4,390
Roofers Local 195 Annuity Fund (NY) $11M · 205

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 Harris & Hart, Inc. Employees' Profit Sharing Plan in UT ($11M, 15 participants).

Next read for Joel Brodsky, Inc. Profit Sharing Plan

Multi-year trail

Ways to act on Joel Brodsky, Inc. Profit Sharing Plan's numbers.

By total assets, Joel Brodsky, Inc. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
Joel F. Brodsky, D.D.S., Inc.'s sponsor-wide assets have grown 11.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.