401(k) · DOL Form 5500 · 2023

Craig R Mundy Dds Inc 401(k) Plan

Data updated 2026-08-25

$488K
Total assets Small plan by assets
7
Participants Small participant base
18th
Percentile by assets National rank
$69,650
Avg per participant Below avg balance/head
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Official DOL plan name: Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Craig R Mundy Dds Inc · California · Professional & Technical Services

$488K in assets, 7 participants

Craig R Mundy Dds Inc's Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust reported $488K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,700 in Professional & Technical Services (20,321 peers)

Craig R Mundy Dds Inc multi-year trail

Craig R Mundy Dds Inc's plans moved +60.0% in assets from 2022 to 2024; this filing shows Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust at $488K / 7 participants.

#2,700
in Professional & Technical Services (20,321 peers)
+27.4%
assets growth YoY

Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$487,550 18th percentile higher than 18% 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

Craig R Mundy Dds Inc 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. Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$7K in the plan year 2022 filing to $105K in the plan year 2023 filing.
  • Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $383K in the plan year 2022 filing to $488K in the plan year 2023 filing.
  • Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 463790412 · Craig R Mundy Dds Inc PY 2023 · 401(k)

Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust · $488K · 7 · 18th

  • NET $488K
  • NET 7
  • NET 18th
  • NET 401(k)
  • NET near For His Glory Enterprises Inc 401(k) Plan
  • NET ind #2700

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 Professional & Technical Services retirement plans → · Plans in California →

Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & TrustCraig R Mundy Dds Inc 401(k)…$488KFor His Glory Enterprises Inc 401(k) PlanFor His Glory Enterprises In…$487KKerry L Plante Cpa PC 401(k)$487KSws Electronics Inc Profit Sharing Plan & Trust AgreementSws Electronics Inc Profit S…$487KCrush XI 401(k) Plan$488K
End-of-year total assets ($M) among Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Craig R Mundy Dds Inc multi-year asset trail

Sponsor-wide plan assets over time

All Craig R Mundy Dds Inc plans reported in each filing year

Latest sponsor-wide plan assets
$612K 59.96560879745777% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.38M $0.61M ▲ +60.5%
Year Plans Participants Total Assets
2022 1 9 $383K
2023 1 7 $488K
2024 1 6 $612K

Craig R Mundy Dds Inc filing trail (2023)

Total Assets (Beginning of Year)$383K
Net Assets (End of Year)$488K
Net Income$105K
Employer EIN463790412
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00048755 · Participants: 7Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is For His Glory Enterprises Inc 401(k) Plan in FL ($487K); 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 ($488K here).

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 Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 27.4% during 2023, from $383K to $488K. Reported net income was $105K.
How have Craig R Mundy Dds Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Craig R Mundy Dds Inc's sponsor-wide assets grew 60.0%, from $383K to $612K.
Where does Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust ranks in the 18th 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 Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is For His Glory Enterprises Inc 401(k) Plan in FL ($487K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Craig R Mundy Dds Inc 401(k) Profit Sharing Plan & Trust? ▼
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 463790412.

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.