Profit Sharing · DOL Form 5500 · 2024
James Orthodontics Inc 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
- $317,964
- Avg per participant High balance/head
Official DOL plan name: James Orthodontics Inc. Profit Sharing Plan · Sponsored by James Orthodontics Inc · Texas · Healthcare & Social Assistance
$2M in assets, 5 participants
James Orthodontics Inc's James Orthodontics Inc. 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.
- #4,083 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
James Orthodontics Inc. Profit Sharing Plan grew sharply 15.7% in 2024 ($1M → $2M) for 5 participants.
- #4,083
- in Healthcare & Social Assistance (16,916 peers)
- +15.7%
- assets growth YoY
James Orthodontics Inc. Profit Sharing Plan among the smaller filed plans by assets
James Orthodontics Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,589,820 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 Orthodontics Inc. 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 Orthodontics Inc. 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 Orthodontics Inc. Profit Sharing Plan reported net income rose from -$93K in the plan year 2023 filing to $215K in the plan year 2024 filing.
- James Orthodontics Inc. Profit Sharing Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- James Orthodontics Inc. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 751579164 · James Orthodontics Inc PY 2024 · Profit Sharing
James Orthodontics Inc. Profit Sharing Plan · $2M · 5 · 27th
- PHOTO $2M
- IND 5
- EOY 27th
- 5500 Profit Sharing
- ASSETS near Northshore Veterinary Hospital Inc Profit Sharing Plan
- PCT ind #4083
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 Texas →
James Orthodontics Inc. Profit Sharing Plan in the asset neighbourhood
James Orthodontics Inc years around the 2024 move
Sponsor-wide plan assets over time
All James Orthodontics Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 8.359483414350874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 5 | $2M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $215K |
| Employer EIN | 751579164 |
| Plan Effective Date | 1978-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
James Orthodontics Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Northshore Veterinary Hospital Inc Profit Sharing Plan in WA ($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.