401(k) · DOL Form 5500 · 2023

Anthony C. Broccoli, Dmd, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
40th
Percentile by assets National rank
$555,039
Avg per participant High balance/head
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Official DOL plan name: Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan · Sponsored by Anthony C. Broccoli, Dmd, Inc. · Massachusetts · Healthcare & Social Assistance

$4M in assets, 7 participants

Anthony C. Broccoli, Dmd, Inc.'s Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,452 in Healthcare & Social Assistance (17,684 peers)

Anthony C. Broccoli, Dmd, Inc. multi-year trail

Anthony C. Broccoli, Dmd, Inc.'s plans moved +45.1% in assets from 2022 to 2024; this filing shows Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan at $4M / 7 participants.

#7,452
in Healthcare & Social Assistance (17,684 peers)
+21.5%
assets growth YoY

Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,885,270 40th percentile higher than 40% of 127,068 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 2023

Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan reported net income rose from -$300K in the plan year 2022 filing to $687K in the plan year 2023 filing.
  • Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042456440 · Anthony C. Broccoli, Dmd, Inc. PY 2023 · 401(k)

Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan · $4M · 7 · 40th

  • PCT $4M
  • PCT 7
  • PCT 40th
  • PCT 401(k)
  • PCT near Extended Care Hospital of Westminster 401(k) Profit Sharing Plan
  • PCT ind #7452

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 Massachusetts →

Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan in the asset neighbourhood

Anthony C Broccoli, Dmd, Inc. Profit Sharing PlanAnthony C Broccoli, Dmd, Inc…$4MExtended Care Hospital of Westminster 401(k) Profit Sharing PlanExtended Care Hospital of We…$4MIndustrial Control Systems, Inc. 401(k) Profit Sharing PlanIndustrial Control Systems, …$4MPerforma Limited (US), LLC 401(k) P/S PlanPerforma Limited (US), LLC 4…$4MDooge Veneers, Inc. Profit-Sharing PlanDooge Veneers, Inc. Profit-S…$4M
End-of-year total assets ($M) among Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Anthony C. Broccoli, Dmd, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Anthony C. Broccoli, Dmd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 45.1313383707639% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.2M $4.64M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 7 $4M
2024 1 7 $5M

Anthony C. Broccoli, Dmd, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$687K
Employer EIN042456440
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan, Total assets ($B): 0.00388527 · Participants: 7Anthony C Broccoli, Dmd, Inc. Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan side-by-side with 3 peers →

Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Extended Care Hospital of Westminster 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan assets move in 2023? ▼
Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan grew sharply - up 21.5% during 2023, from $3M to $4M. Reported net income was $687K.
How have Anthony C. Broccoli, Dmd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anthony C. Broccoli, Dmd, Inc.'s sponsor-wide assets grew 45.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Extended Care Hospital of Westminster 401(k) Profit Sharing Plan in CA ($4M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042456440.

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.