401(k) · DOL Form 5500 · 2022

Robert D. Agnoletti, D.D.S., Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
46th
Percentile by assets National rank
$979,478
Avg per participant High balance/head
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Official DOL plan name: Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan · Sponsored by Robert D. Agnoletti, D.D.S., Inc. · California · Healthcare & Social Assistance

$4M in assets, 4 participants

Robert D. Agnoletti, D.D.S., Inc.'s Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #10,127 in Healthcare & Social Assistance (20,060 peers)

Robert D. Agnoletti, D.D.S., Inc. multi-year trail

Robert D. Agnoletti, D.D.S., Inc.'s plans moved -64.9% in assets from 2022 to 2024; this filing shows Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan at $4M / 4 participants.

#10,127
in Healthcare & Social Assistance (20,060 peers)
-17.9%
assets change YoY

The plan reported a net loss of $852K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,917,910 46th percentile higher than 46% 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

Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 942443592 · Robert D. Agnoletti, D.D.S., Inc. PY 2022 · 401(k)

Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan · $4M · 4 · 46th

  • EOY $4M
  • 5500 4
  • ASSETS 46th
  • PCT 401(k)
  • EIN near Sea Coast/Oceanview Retirement Plan
  • RANK ind #10127

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 →

Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing PlanRobert D. Agnoletti, D.D.S.,…$4MSea Coast/Oceanview Retirement PlanSea Coast/Oceanview Retireme…$4MFamilies United Network 401(k) PlanFamilies United Network 401(…$4MApplegate & Company Cpas Profit Sharing PlanApplegate & Company Cpas Pro…$4MLoan Simple 401(k) Profit Sharing Plan & TrustLoan Simple 401(k) Profit Sh…$4M
End-of-year total assets ($M) among Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Robert D. Agnoletti, D.D.S., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Robert D. Agnoletti, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 64.91196293062198% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.55M $1.95M ▼ -64.9%
Year Plans Participants Total Assets
2022 2 9 $6M
2023 2 10 $6M
2024 1 5 $2M

Robert D. Agnoletti, D.D.S., Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$852K
Employer EIN942443592
Plan Effective Date1977-08-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00391791 · Participants: 4Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sea Coast/Oceanview Retirement Plan in ME ($4M); by covered participants it is Reynolds Family Agency Retirement Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan assets move in 2022?
Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan declined sharply - down 17.9% during 2022, from $5M to $4M. Reported net income was -$852K.
How have Robert D. Agnoletti, D.D.S., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Robert D. Agnoletti, D.D.S., Inc.'s sponsor-wide assets declined 64.9%, from $6M to $2M.
Which 401(k) plans are similar in size to Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Sea Coast/Oceanview Retirement Plan in ME ($4M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Robert D. Agnoletti, D.D.S., Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Reynolds Family Agency Retirement Plan in AL (4 participants, N/A in assets).