401(k) · DOL Form 5500 · 2023

Rollins & Petersen Orthodontics, PLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
20
Participants Small participant base
38th
Percentile by assets National rank
$172,683
Avg per participant Above avg balance/head
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Official DOL plan name: Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan · Sponsored by Rollins & Petersen Orthodontics, PLC · Arizona · Healthcare & Social Assistance

$3M in assets, 20 participants

Rollins & Petersen Orthodontics, PLC's Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan reported $3M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,011 in Healthcare & Social Assistance (17,684 peers)

Rollins & Petersen Orthodontics, PLC multi-year trail

Rollins & Petersen Orthodontics, PLC's plans moved +36.3% in assets from 2022 to 2024; this filing shows Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan at $3M / 20 participants.

#7,011
in Healthcare & Social Assistance (17,684 peers)
+19.1%
assets growth YoY

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,453,668 38th percentile higher than 38% 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

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing 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. Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan reported net income rose from -$469K in the plan year 2022 filing to $554K in the plan year 2023 filing.
  • Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan reported participants rose from 19 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208109924 · Rollins & Petersen Orthodontics, PLC PY 2023 · 401(k)

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan · $3M · 20 · 38th

  • BOOK $3M
  • BOOK 20
  • BOOK 38th
  • BOOK 401(k)
  • BOOK near The Mill of Bel Air 401(k) Profit Sharing Plan & Trust
  • BOOK ind #7011

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 Arizona →

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan in the asset neighbourhood

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing PlanRollins & Petersen Orthodont…$3MThe Mill of Bel Air 401(k) Profit Sharing Plan & TrustThe Mill of Bel Air 401(k) P…$3MSalt Lake Brewing Co., Lc 401(k) P/S PlanSalt Lake Brewing Co., Lc 40…$3MInfinity Communications 401(k) PlanInfinity Communications 401(…$3MPeppers Unlimited of Louisiana, Inc 401(k) Profit Sharing PlanPeppers Unlimited of Louisia…$3M
End-of-year total assets ($M) among Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rollins & Petersen Orthodontics, PLC multi-year asset trail

Sponsor-wide plan assets over time

All Rollins & Petersen Orthodontics, PLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 36.320434042538515% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.9M $3.95M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 20 $3M
2024 1 20 $4M

Rollins & Petersen Orthodontics, PLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$554K
Employer EIN208109924
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan, Total assets ($B): 0.003453668 · Participants: 20Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is The Mill of Bel Air 401(k) Profit Sharing Plan & Trust in MD ($3M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan grew sharply - up 19.1% during 2023, from $3M to $3M. Reported net income was $554K.
How have Rollins & Petersen Orthodontics, PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rollins & Petersen Orthodontics, PLC's sponsor-wide assets grew 36.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Mill of Bel Air 401(k) Profit Sharing Plan & Trust in MD ($3M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Rollins & Petersen Orthodontics, PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 208109924.

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.