401(k) · DOL Form 5500 · 2022

Bradford Williams Jackson Dds PA 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
28th
Percentile by assets National rank
$193,025
Avg per participant Above avg balance/head
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Official DOL plan name: Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan · Sponsored by Bradford Williams Jackson Dds PA · North Carolina · Healthcare & Social Assistance

$1M in assets, 7 participants

Bradford Williams Jackson Dds PA's Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan reported $1M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,390 in Healthcare & Social Assistance (20,060 peers)

Bradford Williams Jackson Dds PA multi-year trail

Bradford Williams Jackson Dds PA's plans moved +45.4% in assets from 2022 to 2024; this filing shows Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan at $1M / 7 participants.

#5,390
in Healthcare & Social Assistance (20,060 peers)
-12.2%
assets change YoY

The plan reported a net loss of $188K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan among the smaller filed plans by assets

Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan vs every filed plan by assets

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

$1,351,178 28th percentile higher than 28% 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

Bradford Williams Jackson, Dds, PA 401(k) Retirement 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. Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan is a micro filing (7 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 203098670 · Bradford Williams Jackson Dds PA PY 2022 · 401(k)

Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan · $1M · 7 · 28th

  • TYPE $1M
  • TYPE 7
  • TYPE 28th
  • TYPE 401(k)
  • TYPE near B & Z Management 401(k) Profit Sharing Plan and Trust
  • TYPE ind #5390

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 North Carolina →

Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan in the asset neighbourhood

Bradford Williams Jackson, Dds, PA 401(k) Retirement PlanBradford Williams Jackson, D…$1MB & Z Management 401(k) Profit Sharing Plan and TrustB & Z Management 401(k) Prof…$1MTrinity Business Group, LLC 401(k) PlanTrinity Business Group, LLC …$1MDick's 5 & 10 Inc. 401(k) Profit Sharing PlanDick's 5 & 10 Inc. 401(k) Pr…$1MWoodland Power Products Inc 401(k) Profit Sharing Plan & TrustWoodland Power Products Inc …$1M
End-of-year total assets ($M) among Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bradford Williams Jackson Dds PA multi-year asset trail

Sponsor-wide plan assets over time

All Bradford Williams Jackson Dds PA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.38950456564568% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.35M $1.96M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 8 $2M
2024 1 8 $2M

Bradford Williams Jackson Dds PA filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$188K
Employer EIN203098670
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan, Total assets ($B): 0.001351178 · Participants: 7Bradford Williams Jackson, Dds, PA 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan side-by-side with 3 peers →

Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is B & Z Management 401(k) Profit Sharing Plan and Trust in CT ($1M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan assets move in 2022? ▼
Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan pulled back noticeably - down 12.2% during 2022, from $2M to $1M. Reported net income was -$188K.
How have Bradford Williams Jackson Dds PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradford Williams Jackson Dds PA's sponsor-wide assets grew 45.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is B & Z Management 401(k) Profit Sharing Plan and Trust in CT ($1M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 203098670.

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.