401(k) · DOL Form 5500 · 2023

Jeffrey D. Baggett, Dds 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
27th
Percentile by assets National rank
$137,038
Avg per participant Near avg balance/head
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Official DOL plan name: Jeffrey D. Baggett, Dds 401(k) Plan · Sponsored by Jeffrey D. Baggett, Dds · Oklahoma · Healthcare & Social Assistance

$2M in assets, 11 participants

Jeffrey D. Baggett, Dds's Jeffrey D. Baggett, Dds 401(k) Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,328 in Healthcare & Social Assistance (17,684 peers)

Jeffrey D. Baggett, Dds multi-year trail

Jeffrey D. Baggett, Dds's plans moved +42.5% in assets from 2022 to 2024; this filing shows Jeffrey D. Baggett, Dds 401(k) Plan at $2M / 11 participants.

#4,328
in Healthcare & Social Assistance (17,684 peers)
+20.0%
assets growth YoY

Jeffrey D. Baggett, Dds 401(k) Plan among the smaller filed plans by assets

Jeffrey D. Baggett, Dds 401(k) Plan vs every filed plan by assets

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

$1,507,416 27th percentile higher than 27% 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

Jeffrey D. Baggett, Dds 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffrey D. Baggett, Dds 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeffrey D. Baggett, Dds 401(k) Plan reported net income rose from -$25K in the plan year 2022 filing to $251K in the plan year 2023 filing.
  • Jeffrey D. Baggett, Dds 401(k) 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 731128171 · Jeffrey D. Baggett, Dds PY 2023 · 401(k)

Jeffrey D. Baggett, Dds 401(k) Plan · $2M · 11 · 27th

  • ASSETS $2M
  • PCT 11
  • EIN 27th
  • RANK 401(k)
  • PHOTO near Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan
  • IND ind #4328

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 Oklahoma →

Jeffrey D. Baggett, Dds 401(k) Plan in the asset neighbourhood

Jeffrey D. Baggett, Dds 401(k) PlanJeffrey D. Baggett, Dds 401(…$2MRobert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing PlanRobert C. Kerschen, D.M.D. L…$2MCah, LLC 401 (K) Plan$2MFulenwider Enterprises, Inc. 401(k) Profit Sharing Plan and TrustFulenwider Enterprises, Inc.…$2MKith Retail LLC 401(k) Profit Sharing Plan & TrustKith Retail LLC 401(k) Profi…$2M
End-of-year total assets ($M) among Jeffrey D. Baggett, Dds 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jeffrey D. Baggett, Dds multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey D. Baggett, Dds plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.482994686461424% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.26M $1.79M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 11 $2M
2024 1 12 $2M

Jeffrey D. Baggett, Dds filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$251K
Employer EIN731128171
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Jeffrey D. Baggett, Dds 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Jeffrey D. Baggett, Dds 401(k) Plan, Total assets ($B): 0.001507416 · Participants: 11Jeffrey D. Baggett, Dds 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Jeffrey D. Baggett, Dds 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Jeffrey D. Baggett, Dds 401(k) Plan side-by-side with 3 peers →

Jeffrey D. Baggett, Dds 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan in NM ($2M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Jeffrey D. Baggett, Dds 401(k) Plan assets move in 2023? ▼
Jeffrey D. Baggett, Dds 401(k) Plan grew sharply - up 20.0% during 2023, from $1M to $2M. Reported net income was $251K.
How have Jeffrey D. Baggett, Dds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey D. Baggett, Dds's sponsor-wide assets grew 42.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Jeffrey D. Baggett, Dds 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert C. Kerschen, D.M.D. LLC 401(k) and Profit Sharing Plan in NM ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey D. Baggett, Dds 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 731128171.

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.