401(k) · DOL Form 5500 · 2023

Daniel T. Sullivan, D.D.S., Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$383,348
Avg per participant High balance/head
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Official DOL plan name: Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan · Sponsored by Daniel T. Sullivan, D.D.S., Inc. · California · Healthcare & Social Assistance

$2M in assets, 4 participants

Daniel T. Sullivan, D.D.S., Inc.'s Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 4 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.

  • #4,377 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan grew at a solid clip 8.3% in 2023 ($1M → $2M) for 4 participants.

#4,377
in Healthcare & Social Assistance (17,684 peers)
+8.3%
assets growth YoY

Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,533,393 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

Daniel T. Sullivan, D.D.S., Inc. 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. Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan reported net income rose from -$139K in the plan year 2022 filing to $117K in the plan year 2023 filing.
  • Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Daniel T. Sullivan, D.D.S., Inc. 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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770608846 · Daniel T. Sullivan, D.D.S., Inc. PY 2023 · 401(k)

Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan · $2M · 4 · 28th

  • EBSA $2M
  • EBSA 4
  • EBSA 28th
  • EBSA 401(k)
  • EBSA near Red Med Ed, LLC 401(k) Plan
  • EBSA ind #4377

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 →

Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing PlanDaniel T. Sullivan, D.D.S., …$2MRed Med Ed, LLC 401(k) Plan$2MCoast Seafood USA LLC 401(k) Profit Sharing Plan & TrustCoast Seafood USA LLC 401(k)…$2MAdmiral Glass & Mirror 401(k) PlanAdmiral Glass & Mirror 401(k…$2MNext Light LLC 401(k) Plan$2M
End-of-year total assets ($M) among Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Daniel T. Sullivan, D.D.S., Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Daniel T. Sullivan, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.42M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 4 $2M
2024 1 6 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$117K
Employer EIN770608846
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001533393 · Participants: 4Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing PlanWells 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
Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Red Med Ed, LLC 401(k) Plan in PA ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.3% during 2023, from $1M to $2M. Reported net income was $117K.
Which 401(k) plans are similar in size to Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Red Med Ed, LLC 401(k) Plan in PA ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Daniel T. Sullivan, D.D.S., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 770608846.

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.