401(k) · DOL Form 5500 · 2023
John W. Bass, M.D., Ltd. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan · Sponsored by John W. Bass, M.D., Ltd. · Arizona · Healthcare & Social Assistance
$4M in assets, 3 participants
John W. Bass, M.D., Ltd.'s John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,675 in Healthcare & Social Assistance (17,684 peers)
John W. Bass, M.D., Ltd. multi-year trail
John W. Bass, M.D., Ltd.'s plans moved +34.2% in assets from 2022 to 2024; this filing shows John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan at $4M / 3 participants.
- #7,675
- in Healthcare & Social Assistance (17,684 peers)
- +20.6%
- assets growth YoY
John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,078,622 41st percentile higher than 41% 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
John W. Bass, M.D., Ltd. 401(k) Profit Sharing 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. John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan reported net income rose from -$105K in the plan year 2022 filing to $697K in the plan year 2023 filing.
- John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 860729583 · John W. Bass, M.D., Ltd. PY 2023 · 401(k)
John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan · $4M · 3 · 41st
- PART $4M
- PART 3
- PART 41st
- PART 401(k)
- PART near Coho Services 401(k) Plan
- PART ind #7675
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 Arizona →
John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
John W. Bass, M.D., Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All John W. Bass, M.D., Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 34.204402051644834% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 3 | $5M |
John W. Bass, M.D., Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $697K |
| Employer EIN | 860729583 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
John W. Bass, M.D., Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Coho Services 401(k) Plan in OR ($4M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
- P&j Holdings, Inc. 401(k) Profit Sharing Plan (MN) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.