401(k) · DOL Form 5500 · 2022

Peter Scerbo, Dmd PA 401(k) Plan

Data updated 2026-08-25

$608K
Total assets Small plan by assets
12
Participants Small participant base
20th
Percentile by assets National rank
$50,689
Avg per participant Low balance/head
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Official DOL plan name: Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust · Sponsored by Peter Scerbo, Dmd PA · Florida · Healthcare & Social Assistance

$608K in assets, 12 participants

Peter Scerbo, Dmd PA's Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust reported $608K in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,240 in Healthcare & Social Assistance (20,060 peers)

Peter Scerbo, Dmd PA multi-year trail

Peter Scerbo, Dmd PA's plans moved +108.8% in assets from 2022 to 2024; this filing shows Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust at $608K / 12 participants.

#3,240
in Healthcare & Social Assistance (20,060 peers)
-33.5%
assets change YoY

The plan reported a net loss of $306K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$608,267 20th percentile higher than 20% 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

Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust is a small filing (12 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 201577593 · Peter Scerbo, Dmd PA PY 2022 · 401(k)

Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust · $608K · 12 · 20th

  • EOY $608K
  • EOY 12
  • EOY 20th
  • EOY 401(k)
  • EOY near Aad Holdings, Inc. 401(k) Profit Sharing Plan
  • EOY ind #3240

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 Florida →

Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and TrustPeter Scerbo Dmd PA 401(k) P…$608KAad Holdings, Inc. 401(k) Profit Sharing PlanAad Holdings, Inc. 401(k) Pr…$608KChelmsford Farm and Garden, Inc. 401(k) PlanChelmsford Farm and Garden, …$608KThe Sot Profit Sharing Plan$608KMkrs Corporation 401(k) Plan$609K
End-of-year total assets ($M) among Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Peter Scerbo, Dmd PA multi-year asset trail

Sponsor-wide plan assets over time

All Peter Scerbo, Dmd PA plans reported in each filing year

Latest sponsor-wide plan assets
$1M 108.77755985447179% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.61M $1.27M ▲ +108.2%
Year Plans Participants Total Assets
2022 1 12 $608K
2023 1 12 $962K
2024 1 14 $1M

Peter Scerbo, Dmd PA filing trail (2022)

Total Assets (Beginning of Year)$915K
Net Assets (End of Year)$608K
Net Income-$306K
Employer EIN201577593
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000608267 · Participants: 12Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Aad Holdings, Inc. 401(k) Profit Sharing Plan in GA ($608K); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($608K here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust contracted severely - down 33.5% during 2022, from $915K to $608K. Reported net income was -$306K.
How have Peter Scerbo, Dmd PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peter Scerbo, Dmd PA's sponsor-wide assets grew 108.8%, from $608K to $1M.
Where does Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Aad Holdings, Inc. 401(k) Profit Sharing Plan in GA ($608K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Peter Scerbo Dmd PA 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 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 201577593.

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.