401(k) · DOL Form 5500 · 2022
M. James Daniels, D.M.D. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $355,818
- Avg per participant High balance/head
Official DOL plan name: M. James Daniels, D.M.D. 401(k) Plan · Sponsored by M. James Daniels, D.M.D. · Pennsylvania · Healthcare & Social Assistance
$2M in assets, 7 participants
M. James Daniels, D.M.D.'s M. James Daniels, D.M.D. 401(k) Plan reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #7,930 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
M. James Daniels, D.M.D. 401(k) Plan pulled back noticeably 13.5% in 2022 ($3M → $2M) for 7 participants.
- #7,930
- in Healthcare & Social Assistance (20,060 peers)
- -13.5%
- assets change YoY
The plan reported a net loss of $387K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
M. James Daniels, D.M.D. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
M. James Daniels, D.M.D. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,490,729 37th percentile higher than 37% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
M. James Daniels, D.M.D. 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. M. James Daniels, D.M.D. 401(k) Plan is a micro filing (7 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 232698198 · M. James Daniels, D.M.D. PY 2022 · 401(k)
M. James Daniels, D.M.D. 401(k) Plan · $2M · 7 · 37th
- EOY $2M
- EOY 7
- EOY 37th
- EOY 401(k)
- EOY near American Self Service Storage 401(k) Profit Sharing Plan and Trust
- EOY ind #7930
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 Pennsylvania →
M. James Daniels, D.M.D. 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$387K |
| Employer EIN | 232698198 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
M. James Daniels, D.M.D. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is American Self Service Storage 401(k) Profit Sharing Plan and Trust in VA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 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 (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.