401(k) · DOL Form 5500 · 2023

Matthew H. Felts, Dds, LLC 401(k) Plan

Data updated 2026-08-25

$754K
Total assets Small plan by assets
6
Participants Small participant base
21st
Percentile by assets National rank
$125,663
Avg per participant Near avg balance/head
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Official DOL plan name: Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust · Sponsored by Matthew H. Felts, Dds, LLC · New Mexico · Healthcare & Social Assistance

$754K in assets, 6 participants

Matthew H. Felts, Dds, LLC's Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust reported $754K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,967 in Healthcare & Social Assistance (17,684 peers)

Matthew H. Felts, Dds, LLC multi-year trail

Matthew H. Felts, Dds, LLC's plans moved +39.8% in assets from 2022 to 2024; this filing shows Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust at $754K / 6 participants.

#2,967
in Healthcare & Social Assistance (17,684 peers)
+21.0%
assets growth YoY

Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust among the smaller filed plans by assets

Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust vs every filed plan by assets

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

$753,980 21st percentile higher than 21% 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

Matthew H. Felts, Dds, LLC Safe Harbor 401(k) 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. Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust reported net income rose from -$76K in the plan year 2022 filing to $131K in the plan year 2023 filing.
  • Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust end-of-year assets rose from $623K in the plan year 2022 filing to $754K in the plan year 2023 filing.
  • Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 371741676 · Matthew H. Felts, Dds, LLC PY 2023 · 401(k)

Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust · $754K · 6 · 21st

  • BOY $754K
  • BOY 6
  • BOY 21st
  • BOY 401(k)
  • BOY near Buckeye Lake Winery, Inc. 401(k) Plan
  • BOY ind #2967

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 Mexico →

Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust in the asset neighbourhood

Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & TrustMatthew H. Felts, Dds, LLC S…$754KBuckeye Lake Winery, Inc. 401(k) PlanBuckeye Lake Winery, Inc. 40…$754KGreenworks Recycling, Inc. 401(k) Profit Sharing PlanGreenworks Recycling, Inc. 4…$754KLazana Corporation 401(k) PlanLazana Corporation 401(k) Pl…$754KGulf Coast Hotel Management Inc 401(k)Gulf Coast Hotel Management …$754K
End-of-year total assets ($M) among Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Matthew H. Felts, Dds, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Matthew H. Felts, Dds, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$871K 39.83038876064685% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.62M $0.87M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 7 $623K
2023 1 6 $754K
2024 1 6 $871K

Matthew H. Felts, Dds, LLC filing trail (2023)

Total Assets (Beginning of Year)$623K
Net Assets (End of Year)$752K
Net Income$131K
Employer EIN371741676
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust, Total assets ($B): 0.00075398 · Participants: 6Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & TrustNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust side-by-side with 3 peers →

Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Buckeye Lake Winery, Inc. 401(k) Plan in OH ($754K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($754K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust assets move in 2023? ▼
Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust grew sharply - up 21.0% during 2023, from $623K to $754K. Reported net income was $131K.
How have Matthew H. Felts, Dds, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matthew H. Felts, Dds, LLC's sponsor-wide assets grew 39.8%, from $623K to $871K.
Where does Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Buckeye Lake Winery, Inc. 401(k) Plan in OH ($754K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Matthew H. Felts, Dds, LLC Safe Harbor 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 371741676.

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.