401(k) · DOL Form 5500 · 2023

Bernhardt and Smith Orthodontics, P.C. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
17
Participants Small participant base
48th
Percentile by assets National rank
$354,414
Avg per participant High balance/head
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Official DOL plan name: Bernhardt & Smith Orthodontics, PC 401(k) Plan · Sponsored by Bernhardt and Smith Orthodontics, P.C. · Iowa · Healthcare & Social Assistance

$6M in assets, 17 participants

Bernhardt and Smith Orthodontics, P.C.'s Bernhardt & Smith Orthodontics, PC 401(k) Plan reported $6M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,332 in Healthcare & Social Assistance (17,684 peers)

Bernhardt and Smith Orthodontics, P.C. multi-year trail

Bernhardt and Smith Orthodontics, P.C.'s plans moved +37.3% in assets from 2022 to 2024; this filing shows Bernhardt & Smith Orthodontics, PC 401(k) Plan at $6M / 17 participants.

#9,332
in Healthcare & Social Assistance (17,684 peers)
+20.0%
assets growth YoY

Bernhardt & Smith Orthodontics, PC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bernhardt & Smith Orthodontics, PC 401(k) Plan vs every filed plan by assets

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

$6,025,038 48th percentile higher than 48% 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

Bernhardt & Smith Orthodontics, PC 401(k) 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. Bernhardt & Smith Orthodontics, PC 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernhardt & Smith Orthodontics, PC 401(k) Plan reported net income rose from -$754K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bernhardt & Smith Orthodontics, PC 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208402651 · Bernhardt and Smith Orthodontics, P.C. PY 2023 · 401(k)

Bernhardt & Smith Orthodontics, PC 401(k) Plan · $6M · 17 · 48th

  • EIN $6M
  • RANK 17
  • PHOTO 48th
  • IND 401(k)
  • EOY near Gulftex Energy LLC 401(k) Profit Sharing Plan & Trust
  • 5500 ind #9332

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 Iowa →

Bernhardt & Smith Orthodontics, PC 401(k) Plan in the asset neighbourhood

Bernhardt & Smith Orthodontics, PC 401(k) PlanBernhardt & Smith Orthodonti…$6MGreene Group Industries 401(k) PlanGreene Group Industries 401(…$6MHumanit Solutions, LLC 401(k) Profit Sharing Plan and TrustHumanit Solutions, LLC 401(k…$6MGulftex Energy LLC 401(k) Profit Sharing Plan & TrustGulftex Energy LLC 401(k) Pr…$6MDonson Machine Co., Inc. Employees' 401(k) Profit Sharing PlanDonson Machine Co., Inc. Emp…$6M
End-of-year total assets ($M) among Bernhardt & Smith Orthodontics, PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bernhardt and Smith Orthodontics, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Bernhardt and Smith Orthodontics, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.269425386524105% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.02M $6.89M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 17 $5M
2023 1 17 $6M
2024 1 17 $7M

Bernhardt and Smith Orthodontics, P.C. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN208402651
Plan Effective Date2007-01-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Bernhardt & Smith Orthodontics, PC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Bernhardt & Smith Orthodontics, PC 401(k) Plan, Total assets ($B): 0.006025038 · Participants: 17Bernhardt & Smith Orthodontics, PC 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Bernhardt & Smith Orthodontics, PC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Bernhardt & Smith Orthodontics, PC 401(k) Plan side-by-side with 3 peers →

Bernhardt & Smith Orthodontics, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Gulftex Energy LLC 401(k) Profit Sharing Plan & Trust in TX ($6M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Bernhardt & Smith Orthodontics, PC 401(k) Plan assets move in 2023? ▼
Bernhardt & Smith Orthodontics, PC 401(k) Plan grew sharply - up 20.0% during 2023, from $5M to $6M. Reported net income was $1M.
How have Bernhardt and Smith Orthodontics, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernhardt and Smith Orthodontics, P.C.'s sponsor-wide assets grew 37.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Bernhardt & Smith Orthodontics, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gulftex Energy LLC 401(k) Profit Sharing Plan & Trust in TX ($6M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Bernhardt & Smith Orthodontics, PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 208402651.

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.