401(k) · DOL Form 5500 · 2022

Edwards Everhart Dental Partnership 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
30th
Percentile by assets National rank
$121,295
Avg per participant Near avg balance/head
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Official DOL plan name: Edwards Everhart Dental Partnership 401(k) Plan · Sponsored by Edwards Everhart Dental Partnership · California · Healthcare & Social Assistance

$2M in assets, 13 participants

Edwards Everhart Dental Partnership's Edwards Everhart Dental Partnership 401(k) Plan reported $2M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,983 in Healthcare & Social Assistance (20,060 peers)

Edwards Everhart Dental Partnership multi-year trail

Edwards Everhart Dental Partnership's plans moved +25.8% in assets from 2022 to 2024; this filing shows Edwards Everhart Dental Partnership 401(k) Plan at $2M / 13 participants.

#5,983
in Healthcare & Social Assistance (20,060 peers)
-12.1%
assets change YoY

The plan reported a net loss of $218K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edwards Everhart Dental Partnership 401(k) Plan among the smaller filed plans by assets

Edwards Everhart Dental Partnership 401(k) Plan vs every filed plan by assets

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

$1,576,836 30th percentile higher than 30% 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

Edwards Everhart Dental Partnership 401(k) 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. Edwards Everhart Dental Partnership 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 800785896 · Edwards Everhart Dental Partnership PY 2022 · 401(k)

Edwards Everhart Dental Partnership 401(k) Plan · $2M · 13 · 30th

  • EIN $2M
  • RANK 13
  • PHOTO 30th
  • IND 401(k)
  • EOY near Fratelli, Inc. 401(k) Plan
  • 5500 ind #5983

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 California →

Edwards Everhart Dental Partnership 401(k) Plan in the asset neighbourhood

Edwards Everhart Dental Partnership 401(k) PlanEdwards Everhart Dental Part…$2MFratelli, Inc. 401(k) Plan$2MFirst Sound Bank 401(k) Retirement Savings PlanFirst Sound Bank 401(k) Reti…$2MHayden Valley Foods Employees Retirement PlanHayden Valley Foods Employee…$2MMoore Property Services, Inc. 401(k) PlanMoore Property Services, Inc…$2M
End-of-year total assets ($M) among Edwards Everhart Dental Partnership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Edwards Everhart Dental Partnership multi-year asset trail

Sponsor-wide plan assets over time

All Edwards Everhart Dental Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$2M 25.8183476277812% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.58M $1.98M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 14 $2M
2024 1 15 $2M

Edwards Everhart Dental Partnership filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$218K
Employer EIN800785896
Plan Effective Date2006-01-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Edwards Everhart Dental Partnership 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Edwards Everhart Dental Partnership 401(k) Plan, Total assets ($B): 0.001576836 · Participants: 13Edwards Everhart Dental Partnership 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Edwards Everhart Dental Partnership 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Edwards Everhart Dental Partnership 401(k) Plan side-by-side with 3 peers →

Edwards Everhart Dental Partnership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fratelli, Inc. 401(k) Plan in NE ($2M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Edwards Everhart Dental Partnership 401(k) Plan assets move in 2022? ▼
Edwards Everhart Dental Partnership 401(k) Plan pulled back noticeably - down 12.1% during 2022, from $2M to $2M. Reported net income was -$218K.
How have Edwards Everhart Dental Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edwards Everhart Dental Partnership's sponsor-wide assets grew 25.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Edwards Everhart Dental Partnership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fratelli, Inc. 401(k) Plan in NE ($2M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Edwards Everhart Dental Partnership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 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 800785896.

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.