401(k) · DOL Form 5500 · 2022

Dr. Lawrence L. Phan, D.M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
35th
Percentile by assets National rank
$442,041
Avg per participant High balance/head
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Official DOL plan name: Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan · Sponsored by Dr. Lawrence L. Phan, D.M.D., P.C. · Massachusetts · Healthcare & Social Assistance

$2M in assets, 5 participants

Dr. Lawrence L. Phan, D.M.D., P.C.'s Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,448 in Healthcare & Social Assistance (20,060 peers)

Dr. Lawrence L. Phan, D.M.D., P.C. multi-year trail

Dr. Lawrence L. Phan, D.M.D., P.C.'s plans moved +37.6% in assets from 2022 to 2024; this filing shows Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan at $2M / 5 participants.

#7,448
in Healthcare & Social Assistance (20,060 peers)
-19.7%
assets change YoY

The plan reported a net loss of $544K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$2,210,205 35th percentile higher than 35% 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

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) 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. Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 202223286 · Dr. Lawrence L. Phan, D.M.D., P.C. PY 2022 · 401(k)

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan · $2M · 5 · 35th

  • EOY $2M
  • EOY 5
  • EOY 35th
  • EOY 401(k)
  • EOY near Lsi Retirement Savings Plan
  • EOY ind #7448

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 Massachusetts →

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan in the asset neighbourhood

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) PlanDr. Lawrence L. Phan, D.M.D.…$2MLsi Retirement Savings Plan$2MTcrs 401(k) Plan$2MKevin J. Dileo, Dds and Evie Green-Dileo, Dds Employee Benefit PlanKevin J. Dileo, Dds and Evie…$2MPrestige Volvo 401(k) Plan$2M
End-of-year total assets ($M) among Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dr. Lawrence L. Phan, D.M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Lawrence L. Phan, D.M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 37.636870788003826% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.21M $3.04M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 6 $3M
2024 1 7 $3M

Dr. Lawrence L. Phan, D.M.D., P.C. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$544K
Employer EIN202223286
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan, Total assets ($B): 0.002210205 · Participants: 5Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lsi Retirement Savings Plan in WA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan assets move in 2022? ▼
Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan declined sharply - down 19.7% during 2022, from $3M to $2M. Reported net income was -$544K.
How have Dr. Lawrence L. Phan, D.M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Lawrence L. Phan, D.M.D., P.C.'s sponsor-wide assets grew 37.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lsi Retirement Savings Plan in WA ($2M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 202223286.

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.