401(k) · DOL Form 5500 · 2022

Robert a. Neal, D.D.S., P.a. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
32nd
Percentile by assets National rank
$254,771
Avg per participant Above avg balance/head
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Official DOL plan name: Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust · Sponsored by Robert a. Neal, D.D.S., P.a. · Texas · Healthcare & Social Assistance

$2M in assets, 7 participants

Robert a. Neal, D.D.S., P.a.'s Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,506 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust pulled back noticeably 8.2% in 2022 ($2M → $2M) for 7 participants.

#6,506
in Healthcare & Social Assistance (20,060 peers)
-8.2%
assets change YoY

The plan reported a net loss of $159K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,783,398 32nd percentile higher than 32% 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 a. Neal, D.D.S. 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. Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 752969508 · Robert a. Neal, D.D.S., P.a. PY 2022 · 401(k)

Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust · $2M · 7 · 32nd

  • 5500 $2M
  • ASSETS 7
  • PCT 32nd
  • EIN 401(k)
  • RANK near Platinum Nine Holdings LLC
  • PHOTO ind #6506

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 →

Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & TrustRobert a. Neal, D.D.S. 401(k…$2MPlatinum Nine Holdings LLC$2MDamon Refrigeration Company, Inc. Employee Stock Ownership PlanDamon Refrigeration Company,…$2MPrinceton Dental, P.a. Profit Sharing PlanPrinceton Dental, P.a. Profi…$2MGrant Garrett Excavating 401(k) PlanGrant Garrett Excavating 401…$2M
End-of-year total assets ($M) among Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$159K
Employer EIN752969508
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001783398 · Participants: 7Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & TrustAT&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
Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants

Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Platinum Nine Holdings LLC in WA ($2M); by covered participants it is Lee M. Holmes 401(k) and Profit Sharing Plan in OK (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust assets move in 2022?
Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 8.2% during 2022, from $2M to $2M. Reported net income was -$159K.
Which 401(k) plans are similar in size to Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Platinum Nine Holdings LLC in WA ($2M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Robert a. Neal, D.D.S. 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Lee M. Holmes 401(k) and Profit Sharing Plan in OK (7 participants, N/A in assets).