401(k) · DOL Form 5500 · 2022

Jacob Werba, D.D.S. Ltd. 401(k) Plan

Data updated 2026-08-25

$642K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$213,891
Avg per participant Above avg balance/head
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Official DOL plan name: Jacob Werba, D.D.S. 401(k) Profit Sharing Plan · Sponsored by Jacob Werba, D.D.S. Ltd. · Rhode Island · Healthcare & Social Assistance

$642K in assets, 3 participants

Jacob Werba, D.D.S. Ltd.'s Jacob Werba, D.D.S. 401(k) Profit Sharing Plan reported $642K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,372 in Healthcare & Social Assistance (20,060 peers)

Jacob Werba, D.D.S. Ltd. multi-year trail

Jacob Werba, D.D.S. Ltd.'s plans moved +52.0% in assets from 2022 to 2023; this filing shows Jacob Werba, D.D.S. 401(k) Profit Sharing Plan at $642K / 3 participants.

#3,372
in Healthcare & Social Assistance (20,060 peers)
-29.7%
assets change YoY

The plan reported a net loss of $272K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jacob Werba, D.D.S. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jacob Werba, D.D.S. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$641,674 21st percentile higher than 21% 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

Jacob Werba, D.D.S. 401(k) Profit Sharing 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. Jacob Werba, D.D.S. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 200639829 · Jacob Werba, D.D.S. Ltd. PY 2022 · 401(k)

Jacob Werba, D.D.S. 401(k) Profit Sharing Plan · $642K · 3 · 21st

  • PCT $642K
  • EIN 3
  • RANK 21st
  • PHOTO 401(k)
  • IND near Jt Madison, Inc. Retirement Plan
  • EOY ind #3372

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 Rhode Island →

Jacob Werba, D.D.S. 401(k) Profit Sharing Plan in the asset neighbourhood

Jacob Werba, D.D.S. 401(k) Profit Sharing PlanJacob Werba, D.D.S. 401(k) P…$642KJt Madison, Inc. Retirement PlanJt Madison, Inc. Retirement …$642KSouth Oklahoma Heart Research 401(k) PlanSouth Oklahoma Heart Researc…$642KStockpile 401(k) Plan$642KKellan Restaurant Management Corp. 401(k) PlanKellan Restaurant Management…$642K
End-of-year total assets ($M) among Jacob Werba, D.D.S. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jacob Werba, D.D.S. Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Jacob Werba, D.D.S. Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$976K 52.04823633184452% vs 2022
2023 filing year
$0.6M$0.8M$1M$1.2M 20222023 $0.64M $0.98M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 3 $642K
2023 1 3 $976K

Jacob Werba, D.D.S. Ltd. filing trail (2022)

Total Assets (Beginning of Year)$913K
Net Assets (End of Year)$642K
Net Income-$272K
Employer EIN200639829
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Jacob Werba, D.D.S. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Jacob Werba, D.D.S. 401(k) Profit Sharing Plan, Total assets ($B): 0.000641674 · Participants: 3Jacob Werba, D.D.S. 401(k) Profit Sharing PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Jacob Werba, D.D.S. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Jacob Werba, D.D.S. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jacob Werba, D.D.S. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Jt Madison, Inc. Retirement Plan in PA ($642K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($642K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jacob Werba, D.D.S. 401(k) Profit Sharing Plan assets move in 2022? ▼
Jacob Werba, D.D.S. 401(k) Profit Sharing Plan declined sharply - down 29.7% during 2022, from $913K to $642K. Reported net income was -$272K.
How have Jacob Werba, D.D.S. Ltd. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Jacob Werba, D.D.S. Ltd.'s sponsor-wide assets grew 52.0%, from $642K to $976K.
Where does Jacob Werba, D.D.S. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jacob Werba, D.D.S. 401(k) Profit Sharing Plan ranks in the 21st 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 Jacob Werba, D.D.S. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jt Madison, Inc. Retirement Plan in PA ($642K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Jacob Werba, D.D.S. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 200639829.

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.