401(k) · DOL Form 5500 · 2023

Karen S. Potter, D.D.S., Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$630,900
Avg per participant High balance/head
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Official DOL plan name: Karen S. Potter, D.D.S., Inc. Retirement Plan · Sponsored by Karen S. Potter, D.D.S., Inc. · California · Healthcare & Social Assistance

$1M in assets, 2 participants

Karen S. Potter, D.D.S., Inc.'s Karen S. Potter, D.D.S., Inc. Retirement Plan reported $1M in total assets and 2 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.

  • #3,904 in Healthcare & Social Assistance (17,684 peers)

Karen S. Potter, D.D.S., Inc. multi-year trail

Karen S. Potter, D.D.S., Inc.'s plans moved +50.5% in assets from 2022 to 2024; this filing shows Karen S. Potter, D.D.S., Inc. Retirement Plan at $1M / 2 participants.

#3,904
in Healthcare & Social Assistance (17,684 peers)
+20.4%
assets growth YoY

Karen S. Potter, D.D.S., Inc. Retirement Plan among the smaller filed plans by assets

Karen S. Potter, D.D.S., Inc. Retirement Plan vs every filed plan by assets

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

$1,261,800 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

Karen S. Potter, D.D.S., Inc. Retirement 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. Karen S. Potter, D.D.S., Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Karen S. Potter, D.D.S., Inc. Retirement Plan reported net income rose from -$78K in the plan year 2022 filing to $214K in the plan year 2023 filing.
  • Karen S. Potter, D.D.S., Inc. Retirement Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Karen S. Potter, D.D.S., Inc. Retirement Plan 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 →

Plan-year Form 5500 strip

Filing strip 273374225 · Karen S. Potter, D.D.S., Inc. PY 2023 · 401(k)

Karen S. Potter, D.D.S., Inc. Retirement Plan · $1M · 2 · 26th

  • PART $1M
  • TYPE 2
  • NET 26th
  • BOOK 401(k)
  • VS-ST near Tri-Md, Inc 401(k) Plan
  • BOY ind #3904

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 →

Karen S. Potter, D.D.S., Inc. Retirement Plan in the asset neighbourhood

Karen S. Potter, D.D.S., Inc. Retirement PlanKaren S. Potter, D.D.S., Inc…$1MTri-Md, Inc 401(k) Plan$1MTagence 401(k) Plan$1MD.J.L. Material and Supply Inc. Profit Sharing Plan and TrustD.J.L. Material and Supply I…$1MMajm Sports Inc. Retirement PlanMajm Sports Inc. Retirement …$1M
End-of-year total assets ($M) among Karen S. Potter, D.D.S., Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Karen S. Potter, D.D.S., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Karen S. Potter, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 50.502471570499154% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.05M $1.58M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 2 $1M
2024 1 3 $2M

Karen S. Potter, D.D.S., Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$214K
Employer EIN273374225
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Karen S. Potter, D.D.S., Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Karen S. Potter, D.D.S., Inc. Retirement Plan, Total assets ($B): 0.0012618 · Participants: 2Karen S. Potter, D.D.S., Inc. Retirement 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
Karen S. Potter, D.D.S., Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Karen S. Potter, D.D.S., Inc. Retirement Plan side-by-side with 3 peers →

Karen S. Potter, D.D.S., Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tri-Md, Inc 401(k) Plan in IL ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Karen S. Potter, D.D.S., Inc. Retirement Plan assets move in 2023? ▼
Karen S. Potter, D.D.S., Inc. Retirement Plan grew sharply - up 20.4% during 2023, from $1M to $1M. Reported net income was $214K.
How have Karen S. Potter, D.D.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Karen S. Potter, D.D.S., Inc.'s sponsor-wide assets grew 50.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Karen S. Potter, D.D.S., Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tri-Md, Inc 401(k) Plan in IL ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Karen S. Potter, D.D.S., Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 273374225.

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.