401(k) · DOL Form 5500 · 2023

Yorktown Periodontics 401(k) Plan

Data updated 2026-08-25

$807K
Total assets Small plan by assets
8
Participants Small participant base
22nd
Percentile by assets National rank
$100,872
Avg per participant Below avg balance/head
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Official DOL plan name: Yorktown Periodontics 401(k) Plan · Sponsored by Yorktown Periodontics · Virginia · Healthcare & Social Assistance

$807K in assets, 8 participants

Yorktown Periodontics's Yorktown Periodontics 401(k) Plan reported $807K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,066 in Healthcare & Social Assistance (17,684 peers)

Yorktown Periodontics multi-year trail

Yorktown Periodontics's plans moved +53.9% in assets from 2022 to 2024; this filing shows Yorktown Periodontics 401(k) Plan at $807K / 8 participants.

#3,066
in Healthcare & Social Assistance (17,684 peers)
+29.8%
assets growth YoY

Yorktown Periodontics 401(k) Plan among the smaller filed plans by assets

Yorktown Periodontics 401(k) Plan vs every filed plan by assets

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

$806,975 22nd percentile higher than 22% 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

Yorktown Periodontics 401(k) 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. Yorktown Periodontics 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yorktown Periodontics 401(k) Plan reported net income rose from -$200K in the plan year 2022 filing to $185K in the plan year 2023 filing.
  • Yorktown Periodontics 401(k) Plan end-of-year assets rose from $622K in the plan year 2022 filing to $807K in the plan year 2023 filing.
  • Yorktown Periodontics 401(k) Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 460574621 · Yorktown Periodontics PY 2023 · 401(k)

Yorktown Periodontics 401(k) Plan · $807K · 8 · 22nd

  • PART $807K
  • TYPE 8
  • NET 22nd
  • BOOK 401(k)
  • VS-ST near Exxum Inc 401(k) Profit Sharing Plan & Trust
  • BOY ind #3066

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 Virginia →

Yorktown Periodontics 401(k) Plan in the asset neighbourhood

Yorktown Periodontics 401(k) PlanYorktown Periodontics 401(k)…$807KExxum Inc 401(k) Profit Sharing Plan & TrustExxum Inc 401(k) Profit Shar…$807KClos Lachance Wines, LLC 401-K Profit Sharing PlanClos Lachance Wines, LLC 401…$807KJaz Enterprises Az, Inc. 401(k) PlanJaz Enterprises Az, Inc. 401…$807KMactex 401(k) Profit Sharing Plan & TrustMactex 401(k) Profit Sharing…$807K
End-of-year total assets ($M) among Yorktown Periodontics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Yorktown Periodontics multi-year asset trail

Sponsor-wide plan assets over time

All Yorktown Periodontics plans reported in each filing year

Latest sponsor-wide plan assets
$957K 53.94023728131913% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.62M $0.96M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 9 $622K
2023 1 8 $807K
2024 1 6 $957K

Yorktown Periodontics filing trail (2023)

Total Assets (Beginning of Year)$622K
Net Assets (End of Year)$807K
Net Income$185K
Employer EIN460574621
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Yorktown Periodontics 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Yorktown Periodontics 401(k) Plan, Total assets ($B): 0.000806975 · Participants: 8Yorktown Periodontics 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Yorktown Periodontics 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Yorktown Periodontics 401(k) Plan side-by-side with 3 peers →

Yorktown Periodontics 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Exxum Inc 401(k) Profit Sharing Plan & Trust in MA ($807K); 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 Yorktown Periodontics 401(k) Plan assets move in 2023? ▼
Yorktown Periodontics 401(k) Plan grew sharply - up 29.8% during 2023, from $622K to $807K. Reported net income was $185K.
How have Yorktown Periodontics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yorktown Periodontics's sponsor-wide assets grew 53.9%, from $622K to $957K.
Where does Yorktown Periodontics 401(k) Plan rank by assets among Form 5500 filers? ▼
Yorktown Periodontics 401(k) Plan ranks in the 22nd 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 Yorktown Periodontics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Exxum Inc 401(k) Profit Sharing Plan & Trust in MA ($807K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Yorktown Periodontics 401(k) 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 460574621.

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.