401(k) · DOL Form 5500 · 2023

Kevin D. Wallace, Dmd, PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$418,367
Avg per participant High balance/head
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Official DOL plan name: Kevin D. Wallace, Dmd, PC 401(k) Plan · Sponsored by Kevin D. Wallace, Dmd, PC · Missouri · Healthcare & Social Assistance

$2M in assets, 4 participants

Kevin D. Wallace, Dmd, PC's Kevin D. Wallace, Dmd, PC 401(k) Plan reported $2M in total assets and 4 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.

  • #4,621 in Healthcare & Social Assistance (17,684 peers)

Kevin D. Wallace, Dmd, PC multi-year trail

Kevin D. Wallace, Dmd, PC's plans moved +24.4% in assets from 2022 to 2024; this filing shows Kevin D. Wallace, Dmd, PC 401(k) Plan at $2M / 4 participants.

#4,621
in Healthcare & Social Assistance (17,684 peers)
+9.0%
assets growth YoY

Kevin D. Wallace, Dmd, PC 401(k) Plan among the smaller filed plans by assets

Kevin D. Wallace, Dmd, PC 401(k) Plan vs every filed plan by assets

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

$1,673,469 29th percentile higher than 29% 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

Kevin D. Wallace, Dmd, PC 401(k) 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. Kevin D. Wallace, Dmd, PC 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kevin D. Wallace, Dmd, PC 401(k) Plan reported net income rose from -$103K in the plan year 2022 filing to $139K in the plan year 2023 filing.
  • Kevin D. Wallace, Dmd, PC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431663322 · Kevin D. Wallace, Dmd, PC PY 2023 · 401(k)

Kevin D. Wallace, Dmd, PC 401(k) Plan · $2M · 4 · 29th

  • BOOK $2M
  • BOOK 4
  • BOOK 29th
  • BOOK 401(k)
  • BOOK near Ntmk Corporation 401(k) Plan
  • BOOK ind #4621

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 Missouri →

Kevin D. Wallace, Dmd, PC 401(k) Plan in the asset neighbourhood

Kevin D. Wallace, Dmd, PC 401(k) PlanKevin D. Wallace, Dmd, PC 40…$2MNtmk Corporation 401(k) Plan$2MJacob D. Hager, Dds, Ms, PC 401(k) PlanJacob D. Hager, Dds, Ms, PC …$2MTriple C Enterprises 2 Inc. Retirement PlanTriple C Enterprises 2 Inc. …$2ML. Ehrlich & Associates Medical Clinic, PLLC Profit Sharing PlanL. Ehrlich & Associates Medi…$2M
End-of-year total assets ($M) among Kevin D. Wallace, Dmd, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kevin D. Wallace, Dmd, PC multi-year asset trail

Sponsor-wide plan assets over time

All Kevin D. Wallace, Dmd, PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.39053946028563% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.53M $1.91M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

Kevin D. Wallace, Dmd, PC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$139K
Employer EIN431663322
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Kevin D. Wallace, Dmd, PC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Kevin D. Wallace, Dmd, PC 401(k) Plan, Total assets ($B): 0.001673469 · Participants: 4Kevin D. Wallace, Dmd, PC 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Kevin D. Wallace, Dmd, PC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Kevin D. Wallace, Dmd, PC 401(k) Plan side-by-side with 3 peers →

Kevin D. Wallace, Dmd, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Ntmk Corporation 401(k) Plan in WA ($2M); 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 Kevin D. Wallace, Dmd, PC 401(k) Plan assets move in 2023? ▼
Kevin D. Wallace, Dmd, PC 401(k) Plan grew at a solid clip - up 9.0% during 2023, from $2M to $2M. Reported net income was $139K.
How have Kevin D. Wallace, Dmd, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kevin D. Wallace, Dmd, PC's sponsor-wide assets grew 24.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Kevin D. Wallace, Dmd, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ntmk Corporation 401(k) Plan in WA ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Kevin D. Wallace, Dmd, PC 401(k) Plan? ▼
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 431663322.

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.