401(k) · DOL Form 5500 · 2022

R Mark Mathias Dds PA 401(k) Plan

Data updated 2026-08-25

$594K
Total assets Small plan by assets
5
Participants Small participant base
20th
Percentile by assets National rank
$118,851
Avg per participant Near avg balance/head
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Official DOL plan name: R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust · Sponsored by R Mark Mathias Dds PA · Florida · Professional & Technical Services

$594K in assets, 5 participants

R Mark Mathias Dds PA's R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust reported $594K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,464 in Professional & Technical Services (21,562 peers)

R Mark Mathias Dds PA multi-year trail

R Mark Mathias Dds PA's plans moved -100.0% in assets from 2022 to 2024; this filing shows R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust at $594K / 5 participants.

#3,464
in Professional & Technical Services (21,562 peers)
-14.3%
assets change YoY

The plan reported a net loss of $99K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$594,256 20th percentile higher than 20% of 139,123 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 2022

R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 593728148 · R Mark Mathias Dds PA PY 2022 · 401(k)

R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust · $594K · 5 · 20th

  • VS-ST $594K
  • BOY 5
  • SCH 20th
  • EBSA 401(k)
  • PART near Mary's Place 403(b) Plan
  • TYPE ind #3464

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 Professional & Technical Services retirement plans → · Plans in Florida →

R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

R Mark Mathias Dds PA 401(k) Profit Sharing Plan & TrustR Mark Mathias Dds PA 401(k)…$594KMary's Place 403(b) Plan$594KAjm Enterprises, Inc. 401(k) PlanAjm Enterprises, Inc. 401(k)…$594KSirco Industries 401(k) Plan$594KMr Ammonia Refrigeration Inc 401(k) Profit Sharing Plan & TrustMr Ammonia Refrigeration Inc…$594K
End-of-year total assets ($M) among R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

R Mark Mathias Dds PA multi-year asset trail

Sponsor-wide plan assets over time

All R Mark Mathias Dds PA plans reported in each filing year

Latest sponsor-wide plan assets
$6 99.99899033413209% vs 2022
2024 filing year
$0M$0.5M$1M 202220232024 $0.59M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 5 $594K
2023 1 6 $726K
2024 1 6 $6

R Mark Mathias Dds PA filing trail (2022)

Total Assets (Beginning of Year)$693K
Net Assets (End of Year)$594K
Net Income-$99K
Employer EIN593728148
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000594256 · Participants: 5R Mark Mathias Dds PA 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mary's Place 403(b) Plan in WA ($594K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($594K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust assets move in 2022?
R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 14.3% during 2022, from $693K to $594K. Reported net income was -$99K.
How have R Mark Mathias Dds PA plan assets changed over time?
Across 3 plan years on file (2022-2024), R Mark Mathias Dds PA's sponsor-wide assets declined 100.0%, from $594K to $6.
Where does R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Mary's Place 403(b) Plan in WA ($594K, 241 participants).
Which 401(k) plans cover a similar participant headcount to R Mark Mathias Dds PA 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K in assets).