401(k) · DOL Form 5500 · 2023

Justin Russo, Dds, PA 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
26th
Percentile by assets National rank
$136,984
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust · Sponsored by Justin Russo, Dds, PA · North Carolina · Healthcare & Social Assistance

$1M in assets, 9 participants

Justin Russo, Dds, PA's Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 9 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.

  • #3,849 in Healthcare & Social Assistance (17,684 peers)

Justin Russo, Dds, PA multi-year trail

Justin Russo, Dds, PA's plans moved +34.3% in assets from 2023 to 2024; this filing shows Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust at $1M / 9 participants.

#3,849
in Healthcare & Social Assistance (17,684 peers)
+32.7%
assets growth YoY

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,232,857 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

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & 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. Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 824280502 · Justin Russo, Dds, PA PY 2023 · 401(k)

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust · $1M · 9 · 26th

  • TYPE $1M
  • NET 9
  • BOOK 26th
  • VS-ST 401(k)
  • BOY near Reindeer Shuttle, Inc. Retirement
  • SCH ind #3849

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 North Carolina →

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & TrustJustin Russo, Dds, PA 401(k)…$1MReindeer Shuttle, Inc. RetirementReindeer Shuttle, Inc. Retir…$1MC Team 401(k)$1MCompany Retirement Plan$1MRobert E Gilpin Cpa Inc 401(k) Profit Sharing PlanRobert E Gilpin Cpa Inc 401(…$1M
End-of-year total assets ($M) among Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Justin Russo, Dds, PA multi-year asset trail

Sponsor-wide plan assets over time

All Justin Russo, Dds, PA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.281997019930124% vs 2023
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 20232024 $1.23M $1.66M ▲ +35.0%
Year Plans Participants Total Assets
2023 1 9 $1M
2024 1 8 $2M

Justin Russo, Dds, PA filing trail (2023)

Total Assets (Beginning of Year)$929K
Net Assets (End of Year)$1M
Net Income$304K
Employer EIN824280502
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001232857 · Participants: 9Justin Russo, Dds, PA 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Reindeer Shuttle, Inc. Retirement in IN ($1M); 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 ($1M here).

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.

Frequently Asked Questions

How did Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust surged - up 32.7% during 2023, from $929K to $1M. Reported net income was $304K.
How have Justin Russo, Dds, PA plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Justin Russo, Dds, PA's sponsor-wide assets grew 34.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Reindeer Shuttle, Inc. Retirement in IN ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Justin Russo, Dds, PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 824280502.

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.