401(k) · DOL Form 5500 · 2023
Timothy N. Smith, D.M.D. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $581,422
- Avg per participant High balance/head
Official DOL plan name: Timothy N. Smith, D.M.D., 401(k) Profit Sharing Plan · Sponsored by Timothy N. Smith, D.M.D. · Massachusetts · Healthcare & Social Assistance
$1M in assets, 2 participants
Timothy N. Smith, D.M.D.'s Timothy N. Smith, D.M.D., 401(k) Profit Sharing Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #3,731 in Healthcare & Social Assistance (17,684 peers)
Timothy N. Smith, D.M.D. multi-year trail
Timothy N. Smith, D.M.D.'s plans moved -10.3% in assets from 2022 to 2024; this filing shows Timothy N. Smith, D.M.D., 401(k) Profit Sharing Plan at $1M / 2 participants.
- #3,731
- in Healthcare & Social Assistance (17,684 peers)
- +4.6%
- assets growth YoY
Timothy N. Smith, D.M.D., 401(k) Profit Sharing Plan among the smaller filed plans by assets
Timothy N. Smith, D.M.D., 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,162,843 25th percentile higher than 25% 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
Timothy N. Smith, D.M.D., 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. Timothy N. Smith, D.M.D., 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Timothy N. Smith, D.M.D., 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $51K in the plan year 2023 filing.
- Timothy N. Smith, D.M.D., 401(k) Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- Timothy N. Smith, D.M.D., 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 043339271 · Timothy N. Smith, D.M.D. PY 2023 · 401(k)
Timothy N. Smith, D.M.D., 401(k) Profit Sharing Plan · $1M · 2 · 25th
- RANK $1M
- PHOTO 2
- IND 25th
- EOY 401(k)
- 5500 near The Sports Gardens, Corp. 401(k) Plan
- ASSETS ind #3731
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 Massachusetts →
Timothy N. Smith, D.M.D., 401(k) Profit Sharing Plan in the asset neighbourhood
Timothy N. Smith, D.M.D. multi-year asset trail
Sponsor-wide plan assets over time
All Timothy N. Smith, D.M.D. plans reported in each filing year
- Latest sponsor-wide plan assets
- $997K 10.333493789448585% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 4 | $997K |
Timothy N. Smith, D.M.D. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $51K |
| Employer EIN | 043339271 |
| Plan Effective Date | 1997-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Timothy N. Smith, D.M.D., 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is The Sports Gardens, Corp. 401(k) Plan in MI ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- 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
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.