401(k) · DOL Form 5500 · 2022

A. Paul Serrano, D.D.S., P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
18
Participants Small participant base
41st
Percentile by assets National rank
$174,971
Avg per participant Above avg balance/head
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Official DOL plan name: A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan · Sponsored by A. Paul Serrano, D.D.S., P.C. · Arizona · Healthcare & Social Assistance

$3M in assets, 18 participants

A. Paul Serrano, D.D.S., P.C.'s A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan reported $3M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #9,064 in Healthcare & Social Assistance (20,060 peers)

A. Paul Serrano, D.D.S., P.C. multi-year trail

A. Paul Serrano, D.D.S., P.C.'s plans moved +15.3% in assets from 2022 to 2023; this filing shows A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan at $3M / 18 participants.

#9,064
in Healthcare & Social Assistance (20,060 peers)
-3.8%
assets change YoY

The plan reported a net loss of $257K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$3,149,481 41st percentile higher than 41% 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

A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing 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. A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 860460952 · A. Paul Serrano, D.D.S., P.C. PY 2022 · 401(k)

A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan · $3M · 18 · 41st

  • EOY $3M
  • EOY 18
  • EOY 41st
  • EOY 401(k)
  • EOY near Unipres Alabama 401(k) Plan
  • EOY ind #9064

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 Arizona →

A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan in the asset neighbourhood

A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing PlanA. Paul Serrano, D.D.S., P.C…$3MUnipres Alabama 401(k) Plan$3MSeeqc Inc. 401(k)$3MSimpson Electric Company Profit Sharing PlanSimpson Electric Company Pro…$3MBartholomew Health Care Group 401(k) PlanBartholomew Health Care Grou…$3M
End-of-year total assets ($M) among A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

A. Paul Serrano, D.D.S., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All A. Paul Serrano, D.D.S., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 15.311856143917046% vs 2022
2023 filing year
$3M$3.2M$3.4M$3.6M$3.8M 20222023 $3.15M $3.63M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 18 $3M
2023 1 17 $4M

A. Paul Serrano, D.D.S., P.C. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$257K
Employer EIN860460952
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan, Total assets ($B): 0.003149481 · Participants: 18A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Unipres Alabama 401(k) Plan in AL ($3M); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 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 (18 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 A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan assets move in 2022? ▼
A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan edged down modestly - down 3.8% during 2022, from $3M to $3M. Reported net income was -$257K.
How have A. Paul Serrano, D.D.S., P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), A. Paul Serrano, D.D.S., P.C.'s sponsor-wide assets grew 15.3%, from $3M to $4M.
Which 401(k) plans are similar in size to A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unipres Alabama 401(k) Plan in AL ($3M, 176 participants).
Which 401(k) plans cover a similar participant headcount to A. Paul Serrano, D.D.S., P.C. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paragon Health Services 401(k) Plan in LA (18 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 860460952.

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.