401(k) · DOL Form 5500 · 2023
Scott N Santos Dds PC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $200,109
- Avg per participant Above avg balance/head
Official DOL plan name: Scott N Santos Dds PC 401(k) Profit Sharing Plan & Trust · Sponsored by Scott N Santos Dds PC · Oregon · Healthcare & Social Assistance
$1M in assets, 6 participants
Scott N Santos Dds PC's Scott N Santos Dds PC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #3,794 in Healthcare & Social Assistance (17,684 peers)
Scott N Santos Dds PC multi-year trail
Scott N Santos Dds PC's plans moved +63.9% in assets from 2022 to 2024; this filing shows Scott N Santos Dds PC 401(k) Profit Sharing Plan & Trust at $1M / 6 participants.
- #3,794
- in Healthcare & Social Assistance (17,684 peers)
- +33.1%
- assets growth YoY
Scott N Santos Dds PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Scott N Santos Dds PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,200,655 25th percentile higher than 25% 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
Scott N Santos Dds PC 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. Scott N Santos Dds PC 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Scott N Santos Dds PC 401(k) Profit Sharing Plan & Trust reported net income rose from -$169K in the plan year 2022 filing to $299K in the plan year 2023 filing.
- Scott N Santos Dds PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $902K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Scott N Santos Dds PC 401(k) Profit Sharing Plan & Trust reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
DOL schedule card
Filing strip 202030305 · Scott N Santos Dds PC PY 2023 · 401(k)
Scott N Santos Dds PC 401(k) Profit Sharing Plan & Trust · $1M · 6 · 25th
- 5500 $1M
- 5500 6
- 5500 25th
- 5500 401(k)
- 5500 near Turner Dairy Farms Union Employee 401(k) Plan
- 5500 ind #3794
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 Oregon →
Scott N Santos Dds PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Scott N Santos Dds PC multi-year asset trail
Sponsor-wide plan assets over time
All Scott N Santos Dds PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 63.91377270998946% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $902K |
| 2023 | 1 | 6 | $1M |
| 2024 | 1 | 7 | $1M |
Scott N Santos Dds PC filing trail (2023)
| Total Assets (Beginning of Year) | $902K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $299K |
| Employer EIN | 202030305 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Scott N Santos Dds PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Turner Dairy Farms Union Employee 401(k) Plan in PA ($1M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.