401(k) · DOL Form 5500 · 2023

Michael O'brien, Dds 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 7
Participants Small participant base: 41st
Percentile by assets National rank: $609,611
Avg per participant High balance/head

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Official DOL plan name: Michael O'brien Dds 401(k) Plan · Sponsored by Michael O'brien, Dds · California · Healthcare & Social Assistance

$4M in assets, 7 participants

Michael O'brien, Dds's Michael O'brien Dds 401(k) Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

#7,863 in Healthcare & Social Assistance (17,684 peers)

Michael O'brien, Dds multi-year trail

Michael O'brien, Dds's plans moved +27.8% in assets from 2022 to 2024; this filing shows Michael O'brien Dds 401(k) Plan at $4M / 7 participants.

#7,863
in Healthcare & Social Assistance (17,684 peers): +13.0%
assets growth YoY

Michael O'brien Dds 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Michael O'brien Dds 401(k) Plan vs every filed plan by assets

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

$4,267,276 41st percentile higher than 41% 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

Michael O'brien Dds 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. Michael O'brien Dds 401(k) Plan is a micro filing (7 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Michael O'brien Dds 401(k) Plan reported net income rose from -$448K in the plan year 2022 filing to $490K in the plan year 2023 filing.
Michael O'brien Dds 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680224975 · Michael O'brien, Dds PY 2023 · 401(k)

Michael O'brien Dds 401(k) Plan · $4M · 7 · 41st

RANK $4M
PHOTO 7
IND 41st
EOY 401(k)
5500 near Calhoun Construction Services 401(k) Plan
ASSETS ind #7863

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 California →

End-of-year total assets ($M) among Michael O'brien Dds 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michael O'brien, Dds multi-year asset trail

Latest sponsor-wide plan assets: $5M 27.79170761774848% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	7	$4M
2023	1	7	$4M
2024	1	8	$5M

Michael O'brien, Dds filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$490K
Employer EIN	680224975
Plan Effective Date	1988-05-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Michael O'brien Dds 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Michael O'brien Dds 401(k) Plan side-by-side with 3 peers →

Michael O'brien Dds 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Calhoun Construction Services 401(k) Plan in KY ($4M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Calhoun Construction Services 401(k) Plan (KY) $4M · 107
H & H Insurance Services, Inc. Profit Sharing Plan (GA) $4M · 19
Mopop, LLC 401(k) Plan (TX) $4M · 87
Interfaith Ministries for Greater Houston 403(b) Plan (TX) $4M · 142

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

Asana Biosciences, LLC 401(k) Plan (NJ) 7 · 0 off
Marietta Railroad Properties, Inc. 401(k) Plan (NY) 7 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 7 · 0 off
Gkc Inc. 401(k) Plan (WA) 7 · 0 off

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 Michael O'brien Dds 401(k) Plan assets move in 2023? ▼

Michael O'brien Dds 401(k) Plan grew at a solid clip - up 13.0% during 2023, from $4M to $4M. Reported net income was $490K.

How have Michael O'brien, Dds plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Michael O'brien, Dds's sponsor-wide assets grew 27.8%, from $4M to $5M.

Which 401(k) plans are similar in size to Michael O'brien Dds 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Calhoun Construction Services 401(k) Plan in KY ($4M, 107 participants).

Which 401(k) plans cover a similar participant headcount to Michael O'brien Dds 401(k) 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 680224975.