401(k) · DOL Form 5500 · 2022

Rollins & Petersen Orthodontics, PLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
40th
Percentile by assets National rank
$152,592
Avg per participant Above avg balance/head
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Official DOL plan name: Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan · Sponsored by Rollins & Petersen Orthodontics, PLC · Arizona · Healthcare & Social Assistance

$3M in assets, 19 participants

Rollins & Petersen Orthodontics, PLC's Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan reported $3M in total assets and 19 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.

  • #8,640 in Healthcare & Social Assistance (20,060 peers)

Rollins & Petersen Orthodontics, PLC multi-year trail

Rollins & Petersen Orthodontics, PLC's plans moved +36.3% in assets from 2022 to 2024; this filing shows Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan at $3M / 19 participants.

#8,640
in Healthcare & Social Assistance (20,060 peers)
-13.9%
assets change YoY

The plan reported a net loss of $469K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,899,255 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

Rollins & Petersen Orthodontics, PLC 401(k) 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. Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 208109924 · Rollins & Petersen Orthodontics, PLC PY 2022 · 401(k)

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan · $3M · 19 · 40th

  • ASSETS $3M
  • PCT 19
  • EIN 40th
  • RANK 401(k)
  • PHOTO near Spring Meadow Nursery, Inc. 401(k) Plan
  • IND ind #8640

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 →

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan in the asset neighbourhood

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing PlanRollins & Petersen Orthodont…$3MSpring Meadow Nursery, Inc. 401(k) PlanSpring Meadow Nursery, Inc. …$3MCrown Energy Company 401(k) Profit Sharing Plan & TrustCrown Energy Company 401(k) …$3MDietz Property Group 401(k) PlanDietz Property Group 401(k) …$3MIt People Corporation 401(k) PlanIt People Corporation 401(k)…$3M
End-of-year total assets ($M) among Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rollins & Petersen Orthodontics, PLC multi-year asset trail

Sponsor-wide plan assets over time

All Rollins & Petersen Orthodontics, PLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 36.320434042538515% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.9M $3.95M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 20 $3M
2024 1 20 $4M

Rollins & Petersen Orthodontics, PLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$469K
Employer EIN208109924
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan, Total assets ($B): 0.002899255 · Participants: 19Rollins & Petersen Orthodontics, PLC 401(k) 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
Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Spring Meadow Nursery, Inc. 401(k) Plan in MI ($3M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan pulled back noticeably - down 13.9% during 2022, from $3M to $3M. Reported net income was -$469K.
How have Rollins & Petersen Orthodontics, PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rollins & Petersen Orthodontics, PLC's sponsor-wide assets grew 36.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spring Meadow Nursery, Inc. 401(k) Plan in MI ($3M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M 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 208109924.

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.