401(k) · DOL Form 5500 · 2023
Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $193,863
- Avg per participant Above avg balance/head
Official DOL plan name: Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan · Sponsored by Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan · Ohio · Healthcare & Social Assistance
$2M in assets, 9 participants
Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan's Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 9 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.
- #4,747 in Healthcare & Social Assistance (17,684 peers)
Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan multi-year trail
Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan's plans moved +30.5% in assets from 2022 to 2024; this filing shows Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan at $2M / 9 participants.
- #4,747
- in Healthcare & Social Assistance (17,684 peers)
- +17.3%
- assets growth YoY
Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,744,770 29th percentile higher than 29% 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
Gregory J. & Cynthia P. Jaun, Dds, 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. Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan reported net income rose from -$198K in the plan year 2022 filing to $228K in the plan year 2023 filing.
- Gregory J. & Cynthia P. Jaun, Dds, 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.
- Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.
DOL schedule card
Filing strip 300117933 · Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan PY 2023 · 401(k)
Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan · $2M · 9 · 29th
- NET $2M
- BOOK 9
- VS-ST 29th
- BOY 401(k)
- SCH near Paul M. Harden 401(k) Profit Sharing Plan
- EBSA ind #4747
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 Ohio →
Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan multi-year asset trail
Sponsor-wide plan assets over time
All Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 30.504726072012687% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $1M |
| 2023 | 1 | 9 | $2M |
| 2024 | 1 | 7 | $2M |
Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $228K |
| Employer EIN | 300117933 |
| Plan Effective Date | 2003-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Gregory J. & Cynthia P. Jaun, Dds, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Paul M. Harden 401(k) Profit Sharing Plan in FL ($2M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 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 (9 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.