Profit Sharing · DOL Form 5500 · 2024
Alphonzo L. Davidson Dds PA Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $233,940
- Avg per participant Above avg balance/head
Official DOL plan name: Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust · Sponsored by Alphonzo L. Davidson Dds PA · Maryland · Healthcare & Social Assistance
$1M in assets, 5 participants
Alphonzo L. Davidson Dds PA's Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #3,479 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust holds $1M for 5 participants - about $233,940 per participant, among the smaller plans by assets on file.
- #3,479
- in Healthcare & Social Assistance (16,916 peers)
- -6.2%
- assets change YoY
The plan reported a net loss of $77K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust among the smaller filed plans by assets
Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,169,701 24th percentile higher than 24% 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
Alphonzo L. Davidson Dds PA 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. Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust reported net income fell from $9K in the plan year 2023 filing to -$77K in the plan year 2024 filing.
- Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 521014779 · Alphonzo L. Davidson Dds PA PY 2024 · Profit Sharing
Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust · $1M · 5 · 24th
- PCT $1M
- PCT 5
- PCT 24th
- PCT Profit Sharing
- PCT near Kranz Service, Inc. Profit Sharing Plan
- PCT ind #3479
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 Maryland →
Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$77K |
| Employer EIN | 521014779 |
| Plan Effective Date | 1975-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alphonzo L. Davidson Dds PA)
Sponsor-wide plan assets over time
All Alphonzo L. Davidson Dds PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 5.507722881054707% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 5 | $1M |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $3.3B · 28,393
- Nfl Player Annuity Program $2.0B · 2,745
- University of Maryland Medical System 403(b) Retirement Savings Plan $730M · 19,560
- Nfl Player Capital Accumulation Plan $707M · 2,693
- International Painters and Allied Trades Industry Annuity Plan $644M · 10,721
Alphonzo L. Davidson Dds PA Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is Kranz Service, Inc. Profit Sharing Plan in IL ($1M); 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 ($1M 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.