401(k) · DOL Form 5500 · 2023
Middlesex Endodontics, P.a. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $435,799
- Avg per participant High balance/head
Official DOL plan name: Middlesex Endodontics, P.a. 401(k) Plan · Sponsored by Middlesex Endodontics, P.a. · New Jersey · Healthcare & Social Assistance
$4M in assets, 9 participants
Middlesex Endodontics, P.a.'s Middlesex Endodontics, P.a. 401(k) Plan reported $4M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,492 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Middlesex Endodontics, P.a. 401(k) Plan holds $4M for 9 participants - about $435,799 per participant, in the lower half of filed plans by assets.
- #7,492
- in Healthcare & Social Assistance (17,684 peers)
- -4.7%
- assets change YoY
The plan reported a net loss of $194K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Middlesex Endodontics, P.a. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Middlesex Endodontics, P.a. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,922,189 40th percentile higher than 40% 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
Middlesex Endodontics, P.a. 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. Middlesex Endodontics, P.a. 401(k) Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Middlesex Endodontics, P.a. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$194K in the plan year 2023 filing.
- Middlesex Endodontics, P.a. 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 222020217 · Middlesex Endodontics, P.a. PY 2023 · 401(k)
Middlesex Endodontics, P.a. 401(k) Plan · $4M · 9 · 40th
- PCT $4M
- EIN 9
- RANK 40th
- PHOTO 401(k)
- IND near Jones Energy, LLC Profit Sharing Plan
- EOY ind #7492
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 New Jersey →
Middlesex Endodontics, P.a. 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$194K |
| Employer EIN | 222020217 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Middlesex Endodontics, P.a.)
Sponsor-wide plan assets over time
All Middlesex Endodontics, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 4.721013882805693% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $4M |
| 2023 | 1 | 9 | $4M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Middlesex Endodontics, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Jones Energy, LLC Profit Sharing Plan in OK ($4M); 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 ($4M here).
- Jones Energy, LLC Profit Sharing Plan (OK) $4M · 26
- Lumenvox, LLC 401(k) Plan (CA) $4M · 25
- Chemsultants 401(k) Plan (OH) $4M · 17
- Village Discount 401(k) Plan (IL) $4M · 353
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.