Profit Sharing · DOL Form 5500 · 2024

Joliet Oral Surgeons Profit Sharing Plan

Data updated 2026-08-25

$379K
Total assets Small plan by assets
3
Participants Small participant base
15th
Percentile by assets National rank
$126,234
Avg per participant Near avg balance/head
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Official DOL plan name: Joliet Oral Surgeons Profit-Sharing Plan and Trust · Sponsored by Joliet Oral Surgeons · Illinois · Healthcare & Social Assistance

$379K in assets, 3 participants

Joliet Oral Surgeons's Joliet Oral Surgeons Profit-Sharing Plan and Trust reported $379K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,869 in Healthcare & Social Assistance (16,916 peers)

Joliet Oral Surgeons multi-year trail

Joliet Oral Surgeons's plans moved +69.3% in assets from 2022 to 2024; this filing shows Joliet Oral Surgeons Profit-Sharing Plan and Trust at $379K / 3 participants.

#1,869
in Healthcare & Social Assistance (16,916 peers)
+24.2%
assets growth YoY

Joliet Oral Surgeons Profit-Sharing Plan and Trust among the smaller filed plans by assets

Joliet Oral Surgeons Profit-Sharing Plan and Trust vs every filed plan by assets

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

$378,702 15th percentile higher than 15% 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

Joliet Oral Surgeons Profit-Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joliet Oral Surgeons Profit-Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joliet Oral Surgeons Profit-Sharing Plan and Trust end-of-year assets rose from $305K in the plan year 2023 filing to $379K in the plan year 2024 filing.
  • Joliet Oral Surgeons Profit-Sharing Plan and Trust reported net income fell from $81K in the plan year 2023 filing to $74K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 363841819 · Joliet Oral Surgeons PY 2024 · Profit Sharing

Joliet Oral Surgeons Profit-Sharing Plan and Trust · $379K · 3 · 15th

  • NET $379K
  • BOOK 3
  • VS-ST 15th
  • BOY Profit Sharing
  • SCH near Houseman Enterprises, Inc. Retirement Plan
  • EBSA ind #1869

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 Illinois →

Joliet Oral Surgeons Profit-Sharing Plan and Trust in the asset neighbourhood

Joliet Oral Surgeons Profit-Sharing Plan and TrustJoliet Oral Surgeons Profit-…$379KHouseman Enterprises, Inc. Retirement PlanHouseman Enterprises, Inc. R…$379KQuality Medical Supply, Inc. Profit Sharing PlanQuality Medical Supply, Inc.…$379KAj Perez Retirement Plan$379KCohen, Frankel & Ruggiero LLP-Profit Sharing PlanCohen, Frankel & Ruggiero LL…$379K
End-of-year total assets ($M) among Joliet Oral Surgeons Profit-Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Joliet Oral Surgeons multi-year asset trail

Sponsor-wide plan assets over time

All Joliet Oral Surgeons plans reported in each filing year

Latest sponsor-wide plan assets
$379K 69.27422995606133% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.22M $0.38M ▲ +72.7%
Year Plans Participants Total Assets
2022 2 4 $224K
2023 1 3 $305K
2024 1 3 $379K

Joliet Oral Surgeons filing trail (2024)

Total Assets (Beginning of Year)$305K
Net Assets (End of Year)$379K
Net Income$74K
Employer EIN363841819
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Joliet Oral Surgeons Profit-Sharing Plan and Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Joliet Oral Surgeons Profit-Sharing Plan and Trust, Total assets ($B): 0.000378702 · Participants: 3Joliet Oral Surgeons Profit-Sharing Plan and TrustW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.778311009 · Participants: 18584W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.469243854 · Participants: 24278Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 3.008828322 · Participants: 4364Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 2.023030159 · Participants: 15593Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.368713933 · Participants: 16059Carle Foundation Hospital and Affiliates Matching Tsa Plan
Joliet Oral Surgeons Profit-Sharing Plan and Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Joliet Oral Surgeons Profit-Sharing Plan and Trust side-by-side with 3 peers →

Joliet Oral Surgeons Profit-Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Houseman Enterprises, Inc. Retirement Plan in FL ($379K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Joliet Oral Surgeons Profit-Sharing Plan and Trust assets move in 2024? ▼
Joliet Oral Surgeons Profit-Sharing Plan and Trust grew sharply - up 24.2% during 2024, from $305K to $379K. Reported net income was $74K.
How have Joliet Oral Surgeons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joliet Oral Surgeons's sponsor-wide assets grew 69.3%, from $224K to $379K.
Where does Joliet Oral Surgeons Profit-Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Joliet Oral Surgeons Profit-Sharing Plan and Trust ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Joliet Oral Surgeons Profit-Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Houseman Enterprises, Inc. Retirement Plan in FL ($379K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Joliet Oral Surgeons Profit-Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 363841819.

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.