Profit Sharing · DOL Form 5500 · 2024
William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
Official DOL plan name: William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan · Sponsored by William W. Roberts, III, D.M.D., P.C. · Pennsylvania · Healthcare & Social Assistance
$14M in assets, 7 participants
William W. Roberts, III, D.M.D., P.C.'s William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan reported $14M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #11,468 in Healthcare & Social Assistance (16,916 peers)
William W. Roberts, III, D.M.D., P.C. multi-year trail
William W. Roberts, III, D.M.D., P.C.'s plans moved +49.1% in assets from 2022 to 2024; this filing shows William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan at $14M / 7 participants.
- #11,468
- in Healthcare & Social Assistance (16,916 peers)
- +18.0%
- assets growth YoY
William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,787,408 Top 37% higher than 63% 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
William W. Roberts, III, D.M.D., P.C. 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. William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 232070570 · William W. Roberts, III, D.M.D., P.C. PY 2024 · Profit Sharing
William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan · $14M · 7 · 63rd
- ASSETS $14M
- ASSETS 7
- ASSETS 63rd
- ASSETS Profit Sharing
- ASSETS near Marley Management Corporation Discretionary Contribution Plan
- ASSETS ind #11468
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 Pennsylvania →
William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan in the asset neighbourhood
William W. Roberts, III, D.M.D., P.C. multi-year asset trail
Sponsor-wide plan assets over time
All William W. Roberts, III, D.M.D., P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 49.07533211989078% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $9M |
| 2023 | 1 | 7 | $12M |
| 2024 | 1 | 7 | $14M |
William W. Roberts, III, D.M.D., P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 232070570 |
| Plan Effective Date | 1978-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
William W. Roberts, III, D.M.D., P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Marley Management Corporation Discretionary Contribution Plan in AZ ($14M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.