401(k) · DOL Form 5500 · 2023

James R. Urick, Dds 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
26th
Percentile by assets National rank
$333,678
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: James R. Urick, Dds Retirement Plan and Trust · Sponsored by James R. Urick, Dds · California · Healthcare & Social Assistance

$1M in assets, 4 participants

James R. Urick, Dds's James R. Urick, Dds Retirement Plan and Trust reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,022 in Healthcare & Social Assistance (17,684 peers)

James R. Urick, Dds multi-year trail

James R. Urick, Dds's plans moved +40.5% in assets from 2022 to 2024; this filing shows James R. Urick, Dds Retirement Plan and Trust at $1M / 4 participants.

#4,022
in Healthcare & Social Assistance (17,684 peers)
+27.8%
assets growth YoY

James R. Urick, Dds Retirement Plan and Trust among the smaller filed plans by assets

James R. Urick, Dds Retirement Plan and Trust vs every filed plan by assets

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

$1,334,710 26th percentile higher than 26% 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

James R. Urick, Dds Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James R. Urick, Dds Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James R. Urick, Dds Retirement Plan and Trust reported net income rose from -$259K in the plan year 2022 filing to $290K in the plan year 2023 filing.
  • James R. Urick, Dds Retirement Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 522354702 · James R. Urick, Dds PY 2023 · 401(k)

James R. Urick, Dds Retirement Plan and Trust · $1M · 4 · 26th

  • BOOK $1M
  • BOOK 4
  • BOOK 26th
  • BOOK 401(k)
  • BOOK near A-1 Central Recruitment Agency 401(k) Profit Sharing Plan & Trust
  • BOOK ind #4022

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 →

James R. Urick, Dds Retirement Plan and Trust in the asset neighbourhood

Full Color, Inc. 401(k) and Profit Sharing PlanFull Color, Inc. 401(k) and …$1MHillerich's #2, Inc. 401(k) P/S PlanHillerich's #2, Inc. 401(k) …$1MJohnson Peterek and Howse LLC 401(k)Johnson Peterek and Howse LL…$1MJames R. Urick, Dds Retirement Plan and TrustJames R. Urick, Dds Retireme…$1MA-1 Central Recruitment Agency 401(k) Profit Sharing Plan & TrustA-1 Central Recruitment Agen…$1M
End-of-year total assets ($M) among James R. Urick, Dds Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

James R. Urick, Dds multi-year asset trail

Sponsor-wide plan assets over time

All James R. Urick, Dds plans reported in each filing year

Latest sponsor-wide plan assets
$1M 40.54965939500127% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.04M $1.47M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 5 $1M

James R. Urick, Dds filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$290K
Employer EIN522354702
Plan Effective Date2010-02-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

James R. Urick, Dds Retirement Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants James R. Urick, Dds Retirement Plan and Trust, Total assets ($B): 0.00133471 · Participants: 4James R. Urick, Dds Retirement Plan and TrustWells 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
James R. Urick, Dds Retirement Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare James R. Urick, Dds Retirement Plan and Trust side-by-side with 3 peers →

James R. Urick, Dds Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is A-1 Central Recruitment Agency 401(k) Profit Sharing Plan & Trust in MI ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 James R. Urick, Dds Retirement Plan and Trust assets move in 2023? ▼
James R. Urick, Dds Retirement Plan and Trust grew sharply - up 27.8% during 2023, from $1M to $1M. Reported net income was $290K.
How have James R. Urick, Dds plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James R. Urick, Dds's sponsor-wide assets grew 40.5%, from $1M to $1M.
Which 401(k) plans are similar in size to James R. Urick, Dds Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is A-1 Central Recruitment Agency 401(k) Profit Sharing Plan & Trust in MI ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to James R. Urick, Dds Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 522354702.

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.