401(k) · DOL Form 5500 · 2022

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
11
Participants Small participant base
29th
Percentile by assets National rank
$125,623
Avg per participant Near avg balance/head
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Official DOL plan name: Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan · Sponsored by Jeffrey D. Potter, D.D.S., Inc. · California · Healthcare & Social Assistance

$1M in assets, 11 participants

Jeffrey D. Potter, D.D.S., Inc.'s Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan reported $1M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,470 in Healthcare & Social Assistance (20,060 peers)

Jeffrey D. Potter, D.D.S., Inc. multi-year trail

Jeffrey D. Potter, D.D.S., Inc.'s plans moved +71.3% in assets from 2022 to 2024; this filing shows Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan at $1M / 11 participants.

#5,470
in Healthcare & Social Assistance (20,060 peers)
-27.6%
assets change YoY

The plan reported a net loss of $526K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan among the smaller filed plans by assets

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan vs every filed plan by assets

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

$1,381,858 29th percentile higher than 29% 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

Jeffrey D. Potter, D.D.S., Inc. 401(k) 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. Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

DOL schedule card

Filing strip 203517395 · Jeffrey D. Potter, D.D.S., Inc. PY 2022 · 401(k)

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan · $1M · 11 · 29th

  • TYPE $1M
  • NET 11
  • BOOK 29th
  • VS-ST 401(k)
  • BOY near The R.a. Siegel Company Profit Sharing Plan
  • SCH ind #5470

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 →

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan in the asset neighbourhood

Jeffrey D. Potter, D.D.S., Inc. 401(k) PlanJeffrey D. Potter, D.D.S., I…$1MThe R.a. Siegel Company Profit Sharing PlanThe R.a. Siegel Company Prof…$1MLorraine Barrick, LLC 401(k) Profit Sharing PlanLorraine Barrick, LLC 401(k)…$1MDsi 401(k) Plan$1MFlorida Dental Implants & Oral Surgery 401(k) Profit Sharing PlanFlorida Dental Implants & Or…$1M
End-of-year total assets ($M) among Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jeffrey D. Potter, D.D.S., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey D. Potter, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 71.32114877216038% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.38M $2.37M ▲ +71.7%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 10 $2M
2024 1 12 $2M

Jeffrey D. Potter, D.D.S., Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$526K
Employer EIN203517395
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan, Total assets ($B): 0.001381858 · Participants: 11Jeffrey D. Potter, D.D.S., Inc. 401(k) 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
Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan side-by-side with 3 peers →

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The R.a. Siegel Company Profit Sharing Plan in GA ($1M); by covered participants it is The Princeton Club of New York, Inc. 401(k) Plan in MA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan assets move in 2022? ▼
Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan declined sharply - down 27.6% during 2022, from $2M to $1M. Reported net income was -$526K.
How have Jeffrey D. Potter, D.D.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey D. Potter, D.D.S., Inc.'s sponsor-wide assets grew 71.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The R.a. Siegel Company Profit Sharing Plan in GA ($1M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Princeton Club of New York, Inc. 401(k) Plan in MA (11 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 203517395.

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.