401(k) · DOL Form 5500 · 2022

Stephanie Smith, D.D.S., M.S., P.a. 401(k) Plan

Data updated 2026-08-25

$419K
Total assets Small plan by assets
12
Participants Small participant base
17th
Percentile by assets National rank
$34,932
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan · Sponsored by Stephanie Smith, D.D.S., M.S., P.a. · Texas · Healthcare & Social Assistance

$419K in assets, 12 participants

Stephanie Smith, D.D.S., M.S., P.a.'s Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan reported $419K in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,542 in Healthcare & Social Assistance (20,060 peers)

Stephanie Smith, D.D.S., M.S., P.a. multi-year trail

Stephanie Smith, D.D.S., M.S., P.a.'s plans moved +33.9% in assets from 2022 to 2024; this filing shows Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan at $419K / 12 participants.

#2,542
in Healthcare & Social Assistance (20,060 peers)
+8.6%
assets growth YoY

Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$419,180 17th percentile higher than 17% 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

Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 752726882 · Stephanie Smith, D.D.S., M.S., P.a. PY 2022 · 401(k)

Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan · $419K · 12 · 17th

  • TYPE $419K
  • TYPE 12
  • TYPE 17th
  • TYPE 401(k)
  • TYPE near R. E. Lee Corporation 401(k) Plan
  • TYPE ind #2542

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 Texas →

Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing PlanStephanie Smith, D.D.S., M.S…$419KR. E. Lee Corporation 401(k) PlanR. E. Lee Corporation 401(k)…$419KOread Express Services Corp. 401(k) Profit Sharing PlanOread Express Services Corp.…$419KJ-Four Legacy Group Retirement PlanJ-Four Legacy Group Retireme…$419KUltranauts 401(k) Plan$419K
End-of-year total assets ($M) among Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Stephanie Smith, D.D.S., M.S., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Stephanie Smith, D.D.S., M.S., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$561K 33.860871224772175% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M$0.6M 202220232024 $0.42M $0.56M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 12 $419K
2023 1 12 $442K
2024 1 12 $561K

Stephanie Smith, D.D.S., M.S., P.a. filing trail (2022)

Total Assets (Beginning of Year)$386K
Net Assets (End of Year)$419K
Net Income$33K
Employer EIN752726882
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.00041918 · Participants: 12Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is R. E. Lee Corporation 401(k) Plan in IN ($419K); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($419K here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan assets move in 2022? ▼
Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan grew at a solid clip - up 8.6% during 2022, from $386K to $419K. Reported net income was $33K.
How have Stephanie Smith, D.D.S., M.S., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephanie Smith, D.D.S., M.S., P.a.'s sponsor-wide assets grew 33.9%, from $419K to $561K.
Where does Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan ranks in the 17th 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 Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is R. E. Lee Corporation 401(k) Plan in IN ($419K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Stephanie Smith, D.D.S., M.S., P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752726882.

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.