401(k) · DOL Form 5500 · 2023

Upper Cusp, P.a. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 28th
Percentile by assets National rank: $786,652
Avg per participant High balance/head

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Official DOL plan name: Ideal Dentistry Retirement Plan & Trust · Sponsored by Upper Cusp, P.a. · Florida · Healthcare & Social Assistance

$2M in assets, 2 participants

Upper Cusp, P.a.'s Ideal Dentistry Retirement Plan & Trust reported $2M in total assets and 2 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.

#4,449 in Healthcare & Social Assistance (17,684 peers)

Upper Cusp, P.a. multi-year trail

Upper Cusp, P.a.'s plans moved -21.0% in assets from 2022 to 2024; this filing shows Ideal Dentistry Retirement Plan & Trust at $2M / 2 participants.

#4,449
in Healthcare & Social Assistance (17,684 peers): +11.8%
assets growth YoY

Ideal Dentistry Retirement Plan & Trust among the smaller filed plans by assets

Ideal Dentistry Retirement Plan & Trust vs every filed plan by assets

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

$1,573,304 28th percentile higher than 28% 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

Ideal Dentistry Retirement 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. Ideal Dentistry Retirement Plan & Trust is a micro filing (2 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%)

Ideal Dentistry Retirement Plan & Trust reported net income rose from -$224K in the plan year 2022 filing to $167K in the plan year 2023 filing.
Ideal Dentistry Retirement Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 852078563 · Upper Cusp, P.a. PY 2023 · 401(k)

Ideal Dentistry Retirement Plan & Trust · $2M · 2 · 28th

BOOK $2M
VS-ST 2
BOY 28th
SCH 401(k)
EBSA near Recap 401(k) Retirement Plan
PART ind #4449

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 Florida →

End-of-year total assets ($M) among Ideal Dentistry Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Upper Cusp, P.a. multi-year asset trail

Latest sponsor-wide plan assets: $1M 20.95566603279639% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$1M
2023	1	2	$2M
2024	1	2	$1M

Upper Cusp, P.a. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$167K
Employer EIN	852078563
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Ideal Dentistry Retirement Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Ideal Dentistry Retirement Plan & Trust side-by-side with 3 peers →

Ideal Dentistry Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Recap 401(k) Retirement Plan in NY ($2M); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Recap 401(k) Retirement Plan (NY) $2M · 109
Delong Industrial Moving Inc. 401(k) Plan (WI) $2M · 5
Vivos Therapeutics, Inc. 401(k) Plan (CO) $2M · 163
Saddle Mountain Inc/Columbia River Bar Pilots LLC Retirement Plan and Trust (OR) $2M · 7

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
Lampa Ventures Retirement Plan (MI) 2 · 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 Ideal Dentistry Retirement Plan & Trust assets move in 2023? ▼

Ideal Dentistry Retirement Plan & Trust grew at a solid clip - up 11.8% during 2023, from $1M to $2M. Reported net income was $167K.

How have Upper Cusp, P.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Upper Cusp, P.a.'s sponsor-wide assets declined 21.0%, from $1M to $1M.

Which 401(k) plans are similar in size to Ideal Dentistry Retirement Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Recap 401(k) Retirement Plan in NY ($2M, 109 participants).

Which 401(k) plans cover a similar participant headcount to Ideal Dentistry Retirement Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Gillian Corporation 401(k) Plan in CO (2 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 852078563.