401(k) · DOL Form 5500 · 2023

Jason Fowler, Dds, PLLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
30th
Percentile by assets National rank
$232,553
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan · Sponsored by Jason Fowler, Dds, PLLC · Texas · Healthcare & Social Assistance

$2M in assets, 8 participants

Jason Fowler, Dds, PLLC's Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,943 in Healthcare & Social Assistance (17,684 peers)

Jason Fowler, Dds, PLLC multi-year trail

Jason Fowler, Dds, PLLC's plans moved +21.3% in assets from 2022 to 2024; this filing shows Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan at $2M / 8 participants.

#4,943
in Healthcare & Social Assistance (17,684 peers)
+11.4%
assets growth YoY

Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,860,427 30th percentile higher than 30% 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

Jason Fowler, Dds, PLLC 401(k) 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. Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan reported net income rose from -$269K in the plan year 2022 filing to $190K in the plan year 2023 filing.
  • Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810934628 · Jason Fowler, Dds, PLLC PY 2023 · 401(k)

Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan · $2M · 8 · 30th

  • TYPE $2M
  • TYPE 8
  • TYPE 30th
  • TYPE 401(k)
  • TYPE near Delaware Valley Swim Schools Inc. Retirement Plan
  • TYPE ind #4943

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 Texas →

Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan in the asset neighbourhood

Jason Fowler, Dds, PLLC 401(k) Profit Sharing PlanJason Fowler, Dds, PLLC 401(…$2MDelaware Valley Swim Schools Inc. Retirement PlanDelaware Valley Swim Schools…$2MLa Rosa Del Monte Express New 401(k) Profit Sharing Plan & TrustLa Rosa Del Monte Express Ne…$2MAurora Optometric Group, P.C. Profit Sharing PlanAurora Optometric Group, P.C…$2MAoc Logistics 401(k) Savings PlanAoc Logistics 401(k) Savings…$2M
End-of-year total assets ($M) among Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jason Fowler, Dds, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Jason Fowler, Dds, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.2935585429211% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.67M $2.03M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 8 $2M
2024 1 7 $2M

Jason Fowler, Dds, PLLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$190K
Employer EIN810934628
Plan Effective Date2016-03-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001860427 · Participants: 8Jason Fowler, Dds, PLLC 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Delaware Valley Swim Schools Inc. Retirement Plan in PA ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan grew at a solid clip - up 11.4% during 2023, from $2M to $2M. Reported net income was $190K.
How have Jason Fowler, Dds, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jason Fowler, Dds, PLLC's sponsor-wide assets grew 21.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delaware Valley Swim Schools Inc. Retirement Plan in PA ($2M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Jason Fowler, Dds, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 810934628.

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.