401(k) · DOL Form 5500 · 2023

Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan · Sponsored by Philip O. Mendelovitz, D.D.S., a.P.C. · California · Healthcare & Social Assistance

$2M in assets, 1 participants

Philip O. Mendelovitz, D.D.S., a.P.C.'s Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,446 in Healthcare & Social Assistance (17,684 peers)

Philip O. Mendelovitz, D.D.S., a.P.C. multi-year trail

Philip O. Mendelovitz, D.D.S., a.P.C.'s plans moved -97.5% in assets from 2022 to 2024; this filing shows Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan at $2M / 1 participant.

#4,446
in Healthcare & Social Assistance (17,684 peers)
-22.7%
assets change YoY

The plan reported a net loss of $463K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,572,764 28th percentile higher than 28% 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

Philip O. Mendelovitz, D.D.S., a.P.C. 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. Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan reported net income fell from -$176K in the plan year 2022 filing to -$463K in the plan year 2023 filing.
  • Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954377824 · Philip O. Mendelovitz, D.D.S., a.P.C. PY 2023 · 401(k)

Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan · $2M · 1 · 28th

  • EBSA $2M
  • EBSA 1
  • EBSA 28th
  • EBSA 401(k)
  • EBSA near Saddle Mountain Inc/Columbia River Bar Pilots LLC Retirement Plan and Trust
  • EBSA ind #4446

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 California →

Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing PlanPhilip O. Mendelovitz, D.D.S…$2MSaddle Mountain Inc/Columbia River Bar Pilots LLC Retirement Plan and TrustSaddle Mountain Inc/Columbia…$2MHolistic Industries 401(k) PlanHolistic Industries 401(k) P…$2MDelong Industrial Moving Inc. 401(k) PlanDelong Industrial Moving Inc…$2MAct/Ahr 401(k) Plan$2M
End-of-year total assets ($M) among Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Philip O. Mendelovitz, D.D.S., a.P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Philip O. Mendelovitz, D.D.S., a.P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$50K 97.5428526497877% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.03M $0.05M ▼ -97.5%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $50K

Philip O. Mendelovitz, D.D.S., a.P.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$463K
Employer EIN954377824
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.001572764 · Participants: 1Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Saddle Mountain Inc/Columbia River Bar Pilots LLC Retirement Plan and Trust in OR ($2M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan declined sharply - down 22.7% during 2023, from $2M to $2M. Reported net income was -$463K.
How have Philip O. Mendelovitz, D.D.S., a.P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Philip O. Mendelovitz, D.D.S., a.P.C.'s sponsor-wide assets declined 97.5%, from $2M to $50K.
Which 401(k) plans are similar in size to Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saddle Mountain Inc/Columbia River Bar Pilots LLC Retirement Plan and Trust in OR ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Philip O. Mendelovitz, D.D.S., a.P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 954377824.

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.