401(k) · DOL Form 5500 · 2023

Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
36th
Percentile by assets National rank
$263,292
Avg per participant High balance/head
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Official DOL plan name: Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan · Sponsored by Ely, Dubos & Stewart, D.D.S., Inc. · Ohio · Healthcare & Social Assistance

$3M in assets, 12 participants

Ely, Dubos & Stewart, D.D.S., Inc.'s Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan reported $3M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,649 in Healthcare & Social Assistance (17,684 peers)

Ely, Dubos & Stewart, D.D.S., Inc. multi-year trail

Ely, Dubos & Stewart, D.D.S., Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan at $3M / 12 participants.

#6,649
in Healthcare & Social Assistance (17,684 peers)
+14.9%
assets growth YoY

Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan vs every filed plan by assets

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

$3,159,498 36th percentile higher than 36% 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

Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan reported net income rose from -$585K in the plan year 2022 filing to $410K in the plan year 2023 filing.
  • Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan reported participants fell from 14 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 310996936 · Ely, Dubos & Stewart, D.D.S., Inc. PY 2023 · 401(k)

Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan · $3M · 12 · 36th

  • TYPE $3M
  • NET 12
  • BOOK 36th
  • VS-ST 401(k)
  • BOY near Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing Plan
  • SCH ind #6649

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 →

Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan in the asset neighbourhood

Ely, Dubos & Stewart, D.D.S., Inc. 401(k) PlanEly, Dubos & Stewart, D.D.S.…$3MAdams, Gilmore & Lynch, Inc. 401(k) Profit Sharing PlanAdams, Gilmore & Lynch, Inc.…$3MBremen-Bowdon Investment Company Retirement PlanBremen-Bowdon Investment Com…$3MCpaperless LLC 401(k) Profit Sharing Plan and TrustCpaperless LLC 401(k) Profit…$3MSouth Bend Orthopaedic Associates 401(k) PlanSouth Bend Orthopaedic Assoc…$3M
End-of-year total assets ($M) among Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ely, Dubos & Stewart, D.D.S., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ely, Dubos & Stewart, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.43450244600297% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.75M $3.45M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 14 $3M
2023 1 12 $3M
2024 1 14 $3M

Ely, Dubos & Stewart, D.D.S., Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$410K
Employer EIN310996936
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan, Total assets ($B): 0.003159498 · Participants: 12Ely, Dubos & Stewart, D.D.S., Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan side-by-side with 3 peers →

Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing Plan in AL ($3M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan assets move in 2023? ▼
Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan grew at a solid clip - up 14.9% during 2023, from $3M to $3M. Reported net income was $410K.
How have Ely, Dubos & Stewart, D.D.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ely, Dubos & Stewart, D.D.S., Inc.'s sponsor-wide assets grew 25.4%, from $3M to $3M.
Which 401(k) plans are similar in size to Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing Plan in AL ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 310996936.

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.