401(k) · DOL Form 5500 · 2023
Jeffrey R. Bartnik, D.D.S., LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $258,182
- Avg per participant Above avg balance/head
Official DOL plan name: Jeffrey R. Bartnik, D.D.S., LLC 401-K Retirement Plan · Sponsored by Jeffrey R. Bartnik, D.D.S., LLC · Ohio · Healthcare & Social Assistance
$1M in assets, 4 participants
Jeffrey R. Bartnik, D.D.S., LLC's Jeffrey R. Bartnik, D.D.S., LLC 401-K Retirement Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,513 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Jeffrey R. Bartnik, D.D.S., LLC 401-K Retirement Plan holds $1M for 4 participants - about $258,182 per participant, among the smaller plans by assets on file.
- #3,513
- in Healthcare & Social Assistance (17,684 peers)
- -5.3%
- assets change YoY
The plan reported a net loss of $57K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jeffrey R. Bartnik, D.D.S., LLC 401-K Retirement Plan among the smaller filed plans by assets
Jeffrey R. Bartnik, D.D.S., LLC 401-K Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,032,729 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Jeffrey R. Bartnik, D.D.S., LLC 401-K Retirement 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. Jeffrey R. Bartnik, D.D.S., LLC 401-K Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jeffrey R. Bartnik, D.D.S., LLC 401-K Retirement Plan reported net income rose from -$347K in the plan year 2022 filing to -$57K in the plan year 2023 filing.
- Jeffrey R. Bartnik, D.D.S., LLC 401-K Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 311647072 · Jeffrey R. Bartnik, D.D.S., LLC PY 2023 · 401(k)
Jeffrey R. Bartnik, D.D.S., LLC 401-K Retirement Plan · $1M · 4 · 24th
- PHOTO $1M
- IND 4
- EOY 24th
- 5500 401(k)
- ASSETS near Sl Patterson Inc. 401(k) Profit Sharing Plan
- PCT ind #3513
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 Ohio →
Jeffrey R. Bartnik, D.D.S., LLC 401-K Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$57K |
| Employer EIN | 311647072 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jeffrey R. Bartnik, D.D.S., LLC)
Sponsor-wide plan assets over time
All Jeffrey R. Bartnik, D.D.S., LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 5.2575231322210785% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 2 | 8 | $1M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Jeffrey R. Bartnik, D.D.S., LLC 401-K Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Sl Patterson Inc. 401(k) Profit Sharing Plan in SC ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Sl Patterson Inc. 401(k) Profit Sharing Plan (SC) $1M · 7
- C Weaver Inc. 401(k) Plan (NY) $1M · 31
- Kbc Employee Retirement Plan (DC) $1M · 421
- Alan R. Owen, Dds, Inc. 401(k) (OK) $1M · 5
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.