401(k) · DOL Form 5500 · 2022

Amy K Lowe, Dds, PC 401(k) Plan

Data updated 2026-08-25

$749K
Total assets Small plan by assets
6
Participants Small participant base
22nd
Percentile by assets National rank
$124,899
Avg per participant Near avg balance/head
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Official DOL plan name: Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust · Sponsored by Amy K Lowe, Dds, PC · Montana · Healthcare & Social Assistance

$749K in assets, 6 participants

Amy K Lowe, Dds, PC's Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust reported $749K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,713 in Healthcare & Social Assistance (20,060 peers)

Amy K Lowe, Dds, PC multi-year trail

Amy K Lowe, Dds, PC's plans moved +44.5% in assets from 2022 to 2024; this filing shows Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust at $749K / 6 participants.

#3,713
in Healthcare & Social Assistance (20,060 peers)
+1.4%
assets growth YoY

The plan reported a net loss of $67K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust among the smaller filed plans by assets

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust vs every filed plan by assets

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

$749,396 22nd percentile higher than 22% 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

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust is a micro filing (6 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 204735222 · Amy K Lowe, Dds, PC PY 2022 · 401(k)

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust · $749K · 6 · 22nd

  • TYPE $749K
  • TYPE 6
  • TYPE 22nd
  • TYPE 401(k)
  • TYPE near Scientifically Advanced Companies, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #3713

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 Montana →

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust in the asset neighbourhood

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing TrustAmy K Lowe Dds, a Profession…$749KScientifically Advanced Companies, Inc. 401(k) Profit Sharing PlanScientifically Advanced Comp…$750KElite Dna Therapy 401(k) and Profit Sharing PlanElite Dna Therapy 401(k) and…$749KJbl Enterprises, Inc. 401(k) PlanJbl Enterprises, Inc. 401(k)…$750KEast Orange Psychiatric Associates, LLP 401(k) PlanEast Orange Psychiatric Asso…$749K
End-of-year total assets ($M) among Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Amy K Lowe, Dds, PC multi-year asset trail

Sponsor-wide plan assets over time

All Amy K Lowe, Dds, PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.52358966420958% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.75M $1.08M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 6 $749K
2023 1 7 $912K
2024 1 7 $1M

Amy K Lowe, Dds, PC filing trail (2022)

Total Assets (Beginning of Year)$739K
Net Assets (End of Year)$749K
Net Income-$67K
Employer EIN204735222
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1000100200300400500 Total assets ($M) Participants Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust, Total assets ($M): 0.749396 · Participants: 6Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing TrustFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust side-by-side with 3 peers →

Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Scientifically Advanced Companies, Inc. 401(k) Profit Sharing Plan in GA ($750K); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust assets move in 2022? ▼
Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust edged up modestly - up 1.4% during 2022, from $739K to $749K. Reported net income was -$67K.
How have Amy K Lowe, Dds, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amy K Lowe, Dds, PC's sponsor-wide assets grew 44.5%, from $749K to $1M.
Where does Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust ranks in the 22nd 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 Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Scientifically Advanced Companies, Inc. 401(k) Profit Sharing Plan in GA ($750K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Amy K Lowe Dds, a Professional Corp 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 204735222.

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.