401(k) · DOL Form 5500 · 2022

Don W. Heyen, Dds 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
40th
Percentile by assets National rank
$370,132
Avg per participant High balance/head
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Official DOL plan name: Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan · Sponsored by Don W. Heyen, Dds · Texas · Healthcare & Social Assistance

$3M in assets, 8 participants

Don W. Heyen, Dds's Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan reported $3M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,749 in Healthcare & Social Assistance (20,060 peers)

Don W. Heyen, Dds multi-year trail

Don W. Heyen, Dds's plans moved +22.7% in assets from 2022 to 2023; this filing shows Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan at $3M / 8 participants.

#8,749
in Healthcare & Social Assistance (20,060 peers)
-29.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,961,058 40th percentile higher than 40% 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

Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 752869548 · Don W. Heyen, Dds PY 2022 · 401(k)

Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan · $3M · 8 · 40th

  • EOY $3M
  • 5500 8
  • ASSETS 40th
  • PCT 401(k)
  • EIN near Lassens Health Foods 401(k) Plan
  • RANK ind #8749

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 →

Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan in the asset neighbourhood

Don W. Heyen, Dds, PA 401(k) Profit Sharing PlanDon W. Heyen, Dds, PA 401(k)…$3MLassens Health Foods 401(k) PlanLassens Health Foods 401(k) …$3MOne General Agency Savings Incentive PlanOne General Agency Savings I…$3MKeywell Metals 401(k) Plan$3MCpm Constructors 401(k) Retirement Savings PlanCpm Constructors 401(k) Reti…$3M
End-of-year total assets ($M) among Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Don W. Heyen, Dds multi-year asset trail

Sponsor-wide plan assets over time

All Don W. Heyen, Dds plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.683817743522756% vs 2022
2023 filing year
$2.5M$3M$3.5M$4M 20222023 $2.96M $3.63M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 6 $4M

Don W. Heyen, Dds filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN752869548
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Don W. Heyen, Dds, PA 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 ($B) Participants Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan, Total assets ($B): 0.002961058 · Participants: 8Don W. Heyen, Dds, PA 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
Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan side-by-side with 3 peers →

Don W. Heyen, Dds, PA 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 Lassens Health Foods 401(k) Plan in CA ($3M); by covered participants it is Ph Financial Services Inc 401(k) Profit Sharing Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan assets move in 2022? ▼
Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan declined sharply - down 29.7% during 2022, from $4M to $3M. Reported net income was -$1M.
How have Don W. Heyen, Dds plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Don W. Heyen, Dds's sponsor-wide assets grew 22.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lassens Health Foods 401(k) Plan in CA ($3M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Don W. Heyen, Dds, PA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ph Financial Services Inc 401(k) Profit Sharing Plan in CA (8 participants, $5M 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 752869548.

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.