401(k) · DOL Form 5500 · 2023

Scott D. Erler, D.D.S., P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$456,754
Avg per participant High balance/head
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Official DOL plan name: Scott D. Erler, D.D.S., P.C. Profit Sharing Plan · Sponsored by Scott D. Erler, D.D.S., P.C. · Montana · Healthcare & Social Assistance

$2M in assets, 4 participants

Scott D. Erler, D.D.S., P.C.'s Scott D. Erler, D.D.S., P.C. Profit Sharing Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,881 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Scott D. Erler, D.D.S., P.C. Profit Sharing Plan holds $2M for 4 participants - about $456,754 per participant, in the lower half of filed plans by assets.

#4,881
in Healthcare & Social Assistance (17,684 peers)
+1.2%
assets growth YoY

Scott D. Erler, D.D.S., P.C. Profit Sharing Plan among the smaller filed plans by assets

Scott D. Erler, D.D.S., P.C. Profit Sharing Plan vs every filed plan by assets

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

$1,827,014 29th percentile higher than 29% 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

Scott D. Erler, D.D.S., P.C. 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. Scott D. Erler, D.D.S., P.C. 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

  • Scott D. Erler, D.D.S., P.C. Profit Sharing Plan reported net income rose from -$56K in the plan year 2022 filing to $21K in the plan year 2023 filing.
  • Scott D. Erler, D.D.S., P.C. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810481584 · Scott D. Erler, D.D.S., P.C. PY 2023 · 401(k)

Scott D. Erler, D.D.S., P.C. Profit Sharing Plan · $2M · 4 · 29th

  • TYPE $2M
  • NET 4
  • BOOK 29th
  • VS-ST 401(k)
  • BOY near Virgin Mountain Property Development Inc. 401(k) Plan
  • SCH ind #4881

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 Montana →

Scott D. Erler, D.D.S., P.C. Profit Sharing Plan in the asset neighbourhood

Scott D. Erler, D.D.S., P.C. Profit Sharing PlanScott D. Erler, D.D.S., P.C.…$2MVirgin Mountain Property Development Inc. 401(k) PlanVirgin Mountain Property Dev…$2MHeartland Center for Behavioral Change 401(k) PlanHeartland Center for Behavio…$2MCenter for Economic Developmen 401(k) Profit Sharing Plan & TrustCenter for Economic Developm…$2MBatterson, LLP 401(k) Plan$2M
End-of-year total assets ($M) among Scott D. Erler, D.D.S., P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$21K
Employer EIN810481584
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scott D. Erler, D.D.S., P.C.)

Sponsor-wide plan assets over time

All Scott D. Erler, D.D.S., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.577523977886845% vs 2022
2024 filing year
$1.8M$1.85M$1.9M$1.95M 202220232024 $1.81M $1.91M ▲ +5.5%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 3 $2M

Nearby 401(k) Plans in Montana

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

Scott D. Erler, D.D.S., P.C. Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Scott D. Erler, D.D.S., P.C. Profit Sharing Plan, Total assets ($M): 1.827014 · Participants: 4Scott D. Erler, D.D.S., P.C. Profit Sharing PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Scott D. Erler, D.D.S., P.C. Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Scott D. Erler, D.D.S., P.C. Profit Sharing Plan side-by-side with 3 peers →

Scott D. Erler, D.D.S., P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Virgin Mountain Property Development Inc. 401(k) Plan in AZ ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

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 Scott D. Erler, D.D.S., P.C. Profit Sharing Plan assets move in 2023? ▼
Scott D. Erler, D.D.S., P.C. Profit Sharing Plan edged up modestly - up 1.2% during 2023, from $2M to $2M. Reported net income was $21K.
How have Scott D. Erler, D.D.S., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scott D. Erler, D.D.S., P.C.'s sponsor-wide assets grew 5.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Scott D. Erler, D.D.S., P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Virgin Mountain Property Development Inc. 401(k) Plan in AZ ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Scott D. Erler, D.D.S., P.C. 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 810481584.

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.