401(k) · DOL Form 5500 · 2023

David T. Jones, Dds, PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
28th
Percentile by assets National rank
$224,527
Avg per participant Above avg balance/head
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Official DOL plan name: David T. Jones Dds 401(k) Profit Sharing Plan · Sponsored by David T. Jones, Dds, PC · New York · Healthcare & Social Assistance

$2M in assets, 7 participants

David T. Jones, Dds, PC's David T. Jones Dds 401(k) Profit Sharing Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,441 in Healthcare & Social Assistance (17,684 peers)

David T. Jones, Dds, PC multi-year trail

David T. Jones, Dds, PC's plans moved +35.7% in assets from 2022 to 2023; this filing shows David T. Jones Dds 401(k) Profit Sharing Plan at $2M / 7 participants.

#4,441
in Healthcare & Social Assistance (17,684 peers)
+26.1%
assets growth YoY

David T. Jones Dds 401(k) Profit Sharing Plan among the smaller filed plans by assets

David T. Jones Dds 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,571,692 28th percentile higher than 28% 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

David T. Jones Dds 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. David T. Jones Dds 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David T. Jones Dds 401(k) Profit Sharing Plan reported net income rose from -$211K in the plan year 2022 filing to $325K in the plan year 2023 filing.
  • David T. Jones Dds 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • David T. Jones Dds 401(k) Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 743166279 · David T. Jones, Dds, PC PY 2023 · 401(k)

David T. Jones Dds 401(k) Profit Sharing Plan · $2M · 7 · 28th

  • EBSA $2M
  • PART 7
  • TYPE 28th
  • NET 401(k)
  • BOOK near Wayne Asphalt & Construction Co., Inc. Employee Benefit Plan Union Plan
  • VS-ST ind #4441

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 New York →

David T. Jones Dds 401(k) Profit Sharing Plan in the asset neighbourhood

David T. Jones Dds 401(k) Profit Sharing PlanDavid T. Jones Dds 401(k) Pr…$2MWayne Asphalt & Construction Co., Inc. Employee Benefit Plan Union PlanWayne Asphalt & Construction…$2MMcshane Welding Co., Inc. 401 (K) PlanMcshane Welding Co., Inc. 40…$2MTim J. Berman, Cpa Profit Sharing PlanTim J. Berman, Cpa Profit Sh…$2MVictory Design Inc 401(k) PlanVictory Design Inc 401(k) Pl…$2M
End-of-year total assets ($M) among David T. Jones Dds 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

David T. Jones, Dds, PC multi-year asset trail

Sponsor-wide plan assets over time

All David T. Jones, Dds, PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 35.73865445096606% vs 2022
2023 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 20222023 $1.64M $2.23M ▲ +36.0%
Year Plans Participants Total Assets
2022 2 12 $2M
2023 2 14 $2M

David T. Jones, Dds, PC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$325K
Employer EIN743166279
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

David T. Jones Dds 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants David T. Jones Dds 401(k) Profit Sharing Plan, Total assets ($B): 0.001571692 · Participants: 7David T. Jones Dds 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
David T. Jones Dds 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare David T. Jones Dds 401(k) Profit Sharing Plan side-by-side with 3 peers →

David T. Jones Dds 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wayne Asphalt & Construction Co., Inc. Employee Benefit Plan Union Plan in IN ($2M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 David T. Jones Dds 401(k) Profit Sharing Plan assets move in 2023? ▼
David T. Jones Dds 401(k) Profit Sharing Plan grew sharply - up 26.1% during 2023, from $1M to $2M. Reported net income was $325K.
How have David T. Jones, Dds, PC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), David T. Jones, Dds, PC's sponsor-wide assets grew 35.7%, from $2M to $2M.
Which 401(k) plans are similar in size to David T. Jones Dds 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wayne Asphalt & Construction Co., Inc. Employee Benefit Plan Union Plan in IN ($2M, 13 participants).
Which 401(k) plans cover a similar participant headcount to David T. Jones Dds 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 743166279.

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.