401(k) · DOL Form 5500 · 2023

Brian Lewis Pierce D D S 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$356,634
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust · Sponsored by Brian Lewis Pierce D D S · Minnesota · Healthcare & Social Assistance

$1M in assets, 3 participants

Brian Lewis Pierce D D S's Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 3 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.

  • #3,568 in Healthcare & Social Assistance (17,684 peers)

Brian Lewis Pierce D D S multi-year trail

Brian Lewis Pierce D D S's plans moved +38.7% in assets from 2022 to 2024; this filing shows Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust at $1M / 3 participants.

#3,568
in Healthcare & Social Assistance (17,684 peers)
+19.7%
assets growth YoY

Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,069,901 24th percentile higher than 24% 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

Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust reported net income rose from -$155K in the plan year 2022 filing to $176K in the plan year 2023 filing.
  • Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $894K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411706150 · Brian Lewis Pierce D D S PY 2023 · 401(k)

Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust · $1M · 3 · 24th

  • PCT $1M
  • EIN 3
  • RANK 24th
  • PHOTO 401(k)
  • IND near Carmona's Early Childhood Development, Inc. 401(k) Profit Sharing Plan
  • EOY ind #3568

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 Minnesota →

Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & TrustBrian Lewis Pierce D D S 401…$1MCarmona's Early Childhood Development, Inc. 401(k) Profit Sharing PlanCarmona's Early Childhood De…$1MMkrs Corporation 401(k) Plan$1MSims Vibration Laboratory, Inc 401(k) Plan.Sims Vibration Laboratory, I…$1MEnvironmental Monitoring, Inc. 401(k) PlanEnvironmental Monitoring, In…$1M
End-of-year total assets ($M) among Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brian Lewis Pierce D D S multi-year asset trail

Sponsor-wide plan assets over time

All Brian Lewis Pierce D D S plans reported in each filing year

Latest sponsor-wide plan assets
$1M 38.731346289847544% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.89M $1.24M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 3 $894K
2023 1 3 $1M
2024 1 3 $1M

Brian Lewis Pierce D D S filing trail (2023)

Total Assets (Beginning of Year)$894K
Net Assets (End of Year)$1M
Net Income$176K
Employer EIN411706150
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001069901 · Participants: 3Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Carmona's Early Childhood Development, Inc. 401(k) Profit Sharing Plan in TX ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust grew sharply - up 19.7% during 2023, from $894K to $1M. Reported net income was $176K.
How have Brian Lewis Pierce D D S plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brian Lewis Pierce D D S's sponsor-wide assets grew 38.7%, from $894K to $1M.
Where does Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Carmona's Early Childhood Development, Inc. 401(k) Profit Sharing Plan in TX ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Brian Lewis Pierce D D S 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 411706150.

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.