Profit Sharing · DOL Form 5500 · 2024

Maria Josefina L. Robles, Dmd, Inc. Profit Sharing Plan

Data updated 2026-08-25

$884K
Total assets Small plan by assets
9
Participants Small participant base
22nd
Percentile by assets National rank
$98,234
Avg per participant Below avg balance/head
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Official DOL plan name: Josefina L. Robles, Dmd, Inc. Profit Sharing Plan · Sponsored by Maria Josefina L. Robles, Dmd, Inc. · California · Healthcare & Social Assistance

$884K in assets, 9 participants

Maria Josefina L. Robles, Dmd, Inc.'s Josefina L. Robles, Dmd, Inc. Profit Sharing Plan reported $884K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,015 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Josefina L. Robles, Dmd, Inc. Profit Sharing Plan holds $884K for 9 participants - about $98,234 per participant, among the smaller plans by assets on file.

#3,015
in Healthcare & Social Assistance (16,916 peers)
+0.1%
assets growth YoY

Josefina L. Robles, Dmd, Inc. Profit Sharing Plan among the smaller filed plans by assets

Josefina L. Robles, Dmd, Inc. Profit Sharing Plan vs every filed plan by assets

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

$884,109 22nd percentile higher than 22% 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

Josefina L. Robles, Dmd, 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. Josefina L. Robles, Dmd, Inc. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Josefina L. Robles, Dmd, Inc. Profit Sharing Plan reported net income fell from $74K in the plan year 2023 filing to $1K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330366755 · Maria Josefina L. Robles, Dmd, Inc. PY 2024 · Profit Sharing

Josefina L. Robles, Dmd, Inc. Profit Sharing Plan · $884K · 9 · 22nd

  • ASSETS $884K
  • ASSETS 9
  • ASSETS 22nd
  • ASSETS Profit Sharing
  • ASSETS near Visniski Inc. Retirement Plan
  • ASSETS ind #3015

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 →

Josefina L. Robles, Dmd, Inc. Profit Sharing Plan in the asset neighbourhood

Josefina L. Robles, Dmd, Inc. Profit Sharing PlanJosefina L. Robles, Dmd, Inc…$884KVisniski Inc. Retirement Plan$884KBrooks Tools, Inc. Profit Sharing PlanBrooks Tools, Inc. Profit Sh…$884KWoodwinds of Tolland, Inc. Retirement PlanWoodwinds of Tolland, Inc. R…$884KMargoles and Margoles Profit Sharing PlanMargoles and Margoles Profit…$884K
End-of-year total assets ($M) among Josefina L. Robles, Dmd, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$883K
Net Assets (End of Year)$884K
Net Income$1K
Employer EIN330366755
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Maria Josefina L. Robles, Dmd, Inc.)

Sponsor-wide plan assets over time

All Maria Josefina L. Robles, Dmd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$884K 9.326476127352116% vs 2022
2024 filing year
$0.8M$0.85M$0.9M 202220232024 $0.81M $0.88M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 9 $809K
2023 1 9 $883K
2024 1 9 $884K

Nearby Profit Sharing Plans in California

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

Josefina L. Robles, Dmd, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Josefina L. Robles, Dmd, Inc. Profit Sharing Plan, Total assets ($B): 0.000884109 · Participants: 9Josefina L. Robles, Dmd, 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
Josefina L. Robles, Dmd, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Josefina L. Robles, Dmd, Inc. Profit Sharing Plan side-by-side with 3 peers →

Josefina L. Robles, Dmd, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Visniski Inc. Retirement Plan in MI ($884K); by covered participants it is Mab Financial Services, Inc. Retirement Plan in MD (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($884K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Josefina L. Robles, Dmd, Inc. Profit Sharing Plan assets move in 2024? ▼
Josefina L. Robles, Dmd, Inc. Profit Sharing Plan held essentially flat - up 0.1% during 2024, from $883K to $884K. Reported net income was $1K.
How have Maria Josefina L. Robles, Dmd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maria Josefina L. Robles, Dmd, Inc.'s sponsor-wide assets grew 9.3%, from $809K to $884K.
Where does Josefina L. Robles, Dmd, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Josefina L. Robles, Dmd, Inc. Profit Sharing Plan ranks in the 22nd 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 Josefina L. Robles, Dmd, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Visniski Inc. Retirement Plan in MI ($884K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Josefina L. Robles, Dmd, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mab Financial Services, Inc. Retirement Plan in MD (9 participants, $3M 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 330366755.

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.