401(k) · DOL Form 5500 · 2022

Craig R Mundy Dds Inc 401(k) Plan

Data updated 2026-08-25

$383K
Total assets Small plan by assets
9
Participants Small participant base
16th
Percentile by assets National rank
$42,517
Avg per participant Low balance/head
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Official DOL plan name: Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Craig R Mundy Dds Inc · California · Professional & Technical Services

$383K in assets, 9 participants

Craig R Mundy Dds Inc's Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust reported $383K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,736 in Professional & Technical Services (21,562 peers)

Craig R Mundy Dds Inc multi-year trail

Craig R Mundy Dds Inc's plans moved +60.0% in assets from 2022 to 2024; this filing shows Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust at $383K / 9 participants.

#2,736
in Professional & Technical Services (21,562 peers)
-1.8%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$382,656 16th percentile higher than 16% 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

Craig R Mundy, Dds Inc 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. Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 463790412 · Craig R Mundy Dds Inc PY 2022 · 401(k)

Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust · $383K · 9 · 16th

  • IND $383K
  • EOY 9
  • 5500 16th
  • ASSETS 401(k)
  • PCT near The Dairbhre Group, Inc 401(k) Plan
  • EIN ind #2736

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 California →

Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & TrustCraig R Mundy, Dds Inc 401(k…$383KThe Dairbhre Group, Inc 401(k) PlanThe Dairbhre Group, Inc 401(…$383KBanker Industries, Inc. 401(k) PlanBanker Industries, Inc. 401(…$383KAutomotive Personnel Network 401(k) Ps PlanAutomotive Personnel Network…$383KBeyond Hi-Fi 401(k) Profit Sharing Plan & TrustBeyond Hi-Fi 401(k) Profit S…$383K
End-of-year total assets ($M) among Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Craig R Mundy Dds Inc multi-year asset trail

Sponsor-wide plan assets over time

All Craig R Mundy Dds Inc plans reported in each filing year

Latest sponsor-wide plan assets
$612K 59.96560879745777% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.38M $0.61M ▲ +60.5%
Year Plans Participants Total Assets
2022 1 9 $383K
2023 1 7 $488K
2024 1 6 $612K

Craig R Mundy Dds Inc filing trail (2022)

Total Assets (Beginning of Year)$390K
Net Assets (End of Year)$383K
Net Income-$7K
Employer EIN463790412
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000382656 · Participants: 9Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & TrustWells 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
Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Dairbhre Group, Inc 401(k) Plan in VT ($383K); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($383K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust assets move in 2022?
Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust edged down modestly - down 1.8% during 2022, from $390K to $383K. Reported net income was -$7K.
How have Craig R Mundy Dds Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Craig R Mundy Dds Inc's sponsor-wide assets grew 60.0%, from $383K to $612K.
Where does Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust ranks in the 16th 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 Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is The Dairbhre Group, Inc 401(k) Plan in VT ($383K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Craig R Mundy, Dds Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K in assets).