401(k) · DOL Form 5500 · 2022

James R. Urick, Dds 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$261,116
Avg per participant Above avg balance/head
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Official DOL plan name: James R. Urick, Dds Retirement Plan and Trust · Sponsored by James R. Urick, Dds · California · Healthcare & Social Assistance

$1M in assets, 4 participants

James R. Urick, Dds's James R. Urick, Dds Retirement Plan and Trust reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,560 in Healthcare & Social Assistance (20,060 peers)

James R. Urick, Dds multi-year trail

James R. Urick, Dds's plans moved +40.5% in assets from 2022 to 2024; this filing shows James R. Urick, Dds Retirement Plan and Trust at $1M / 4 participants.

#4,560
in Healthcare & Social Assistance (20,060 peers)
-19.9%
assets change YoY

The plan reported a net loss of $259K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James R. Urick, Dds Retirement Plan and Trust among the smaller filed plans by assets

James R. Urick, Dds Retirement Plan and Trust vs every filed plan by assets

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

$1,044,465 25th percentile higher than 25% 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

James R. Urick, Dds Retirement Plan and 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. James R. Urick, Dds Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 522354702 · James R. Urick, Dds PY 2022 · 401(k)

James R. Urick, Dds Retirement Plan and Trust · $1M · 4 · 25th

  • EIN $1M
  • EIN 4
  • EIN 25th
  • EIN 401(k)
  • EIN near Xtralight Manufacturing, Ltd. 401(k) Plan
  • EIN ind #4560

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 →

James R. Urick, Dds Retirement Plan and Trust in the asset neighbourhood

James R. Urick, Dds Retirement Plan and TrustJames R. Urick, Dds Retireme…$1MXtralight Manufacturing, Ltd. 401(k) PlanXtralight Manufacturing, Ltd…$1MRockhill Pinnick LLP 401(k) and Profit Sharing PlaRockhill Pinnick LLP 401(k) …$1MValuepoint Material Solutions Savings PlanValuepoint Material Solution…$1MValley Special Needs Dba Valley Community Services 403(b) PlanValley Special Needs Dba Val…$1M
End-of-year total assets ($M) among James R. Urick, Dds Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

James R. Urick, Dds multi-year asset trail

Sponsor-wide plan assets over time

All James R. Urick, Dds plans reported in each filing year

Latest sponsor-wide plan assets
$1M 40.54965939500127% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.04M $1.47M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 5 $1M

James R. Urick, Dds filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$259K
Employer EIN522354702
Plan Effective Date2010-02-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

James R. Urick, Dds Retirement Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants James R. Urick, Dds Retirement Plan and Trust, Total assets ($B): 0.001044465 · Participants: 4James R. Urick, Dds Retirement Plan and 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
James R. Urick, Dds Retirement Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare James R. Urick, Dds Retirement Plan and Trust side-by-side with 3 peers →

James R. Urick, Dds Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Xtralight Manufacturing, Ltd. 401(k) Plan in TX ($1M); 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 James R. Urick, Dds Retirement Plan and Trust assets move in 2022? ▼
James R. Urick, Dds Retirement Plan and Trust declined sharply - down 19.9% during 2022, from $1M to $1M. Reported net income was -$259K.
How have James R. Urick, Dds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James R. Urick, Dds's sponsor-wide assets grew 40.5%, from $1M to $1M.
Where does James R. Urick, Dds Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
James R. Urick, Dds Retirement Plan and Trust ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to James R. Urick, Dds Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Xtralight Manufacturing, Ltd. 401(k) Plan in TX ($1M, 193 participants).
Which 401(k) plans cover a similar participant headcount to James R. Urick, Dds Retirement Plan and Trust? ▼
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).

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 522354702.

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.