401(k) · DOL Form 5500 · 2022

Dr Katie C Julien Dds, Ms, PA 401(k) Plan

Data updated 2026-08-25

$590K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$589,620
Avg per participant High balance/head
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Official DOL plan name: Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan · Sponsored by Dr Katie C Julien Dds, Ms, PA · Alaska · Healthcare & Social Assistance

$590K in assets, 1 participants

Dr Katie C Julien Dds, Ms, PA's Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan reported $590K in total assets and 1 participant 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.

  • #3,171 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan pulled back noticeably 14.6% in 2022 ($690K → $590K) for 1 participant.

#3,171
in Healthcare & Social Assistance (20,060 peers)
-14.6%
assets change YoY

The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan among the smaller filed plans by assets

Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan vs every filed plan by assets

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

$589,620 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

Katie C Julien, Dds, Ms, PC Profit Sharing 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. Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 920162947 · Dr Katie C Julien Dds, Ms, PA PY 2022 · 401(k)

Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan · $590K · 1 · 20th

  • PART $590K
  • TYPE 1
  • NET 20th
  • BOOK 401(k)
  • VS-ST near Retirement Income Security Plan-Platinum Dental Care
  • BOY ind #3171

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 Alaska →

Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan in the asset neighbourhood

Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) PlanKatie C Julien, Dds, Ms, PC …$590KRetirement Income Security Plan-Platinum Dental CareRetirement Income Security P…$590KSoldano Family Chiropractic 401(k) PlanSoldano Family Chiropractic …$589KEngineering Underground, LLC 401(k) PlanEngineering Underground, LLC…$590KWalser Restaurant Group, Inc. 401(k) PlanWalser Restaurant Group, Inc…$589K
End-of-year total assets ($M) among Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dr Katie C Julien Dds, Ms, PA years around the 2022 move

Sponsor-wide plan assets over time

All Dr Katie C Julien Dds, Ms, PA plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.2M$0.4M$0.6M$0.8M 20222023 $0.59M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $590K
2023 1 1 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$690K
Net Assets (End of Year)$590K
Net Income-$101K
Employer EIN920162947
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alaska

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

Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Alaska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan, Total assets ($B): 0.00058962 · Participants: 1Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) PlanArctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan, Total assets ($B): 1.117369402 · Participants: 13757Arctic Slope Regional Corporation and Subsidiaries Employees Retirement PlanGainwell Technologies 401(k) Plan, Total assets ($B): 0.424370257 · Participants: 8051Gainwell Technologies 401(k) PlanCook Inlet Region 401(k) Retirement Plan, Total assets ($B): 0.382442976 · Participants: 4595Cook Inlet Region 401(k) Retirement PlanGci 401(k) Plan, Total assets ($B): 0.350006342 · Participants: 1825Gci 401(k) PlanBristol Bay Native Corporation 401(k) Savings Plan, Total assets ($B): 0.345903784 · Participants: 4416Bristol Bay Native Corporation 401(k) Savings Plan
Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Alaska, assets vs. participants
Compare Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan side-by-side with 3 peers →

Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alaska, the nearest 401(k) by assets is Retirement Income Security Plan-Platinum Dental Care in UT ($590K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan assets move in 2022? ▼
Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan pulled back noticeably - down 14.6% during 2022, from $690K to $590K. Reported net income was -$101K.
Where does Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan 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 Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Income Security Plan-Platinum Dental Care in UT ($590K, 184 participants).
Which 401(k) plans cover a similar participant headcount to Katie C Julien, Dds, Ms, PC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 920162947.

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.