401(k) · DOL Form 5500 · 2023

David M. Bass M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 3
Participants Small participant base: 29th
Percentile by assets National rank: $596,952
Avg per participant High balance/head

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Official DOL plan name: David M Bass M.D, P.C. 401(k) Plan · Sponsored by David M. Bass M.D., P.C. · Connecticut · Healthcare & Social Assistance

$2M in assets, 3 participants

David M. Bass M.D., P.C.'s David M Bass M.D, P.C. 401(k) Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

#4,816 in Healthcare & Social Assistance (17,684 peers)

David M. Bass M.D., P.C. multi-year trail

David M. Bass M.D., P.C.'s plans moved +19.2% in assets from 2022 to 2024; this filing shows David M Bass M.D, P.C. 401(k) Plan at $2M / 3 participants.

#4,816
in Healthcare & Social Assistance (17,684 peers): +16.1%
assets growth YoY

David M Bass M.D, P.C. 401(k) Plan among the smaller filed plans by assets

David M Bass M.D, P.C. 401(k) Plan vs every filed plan by assets

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

$1,790,856 29th percentile higher than 29% 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

David M Bass M.D, P.C. 401(k) 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. David M Bass M.D, P.C. 401(k) Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

David M Bass M.D, P.C. 401(k) Plan reported net income rose from -$72K in the plan year 2022 filing to $248K in the plan year 2023 filing.
David M Bass M.D, P.C. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061002434 · David M. Bass M.D., P.C. PY 2023 · 401(k)

David M Bass M.D, P.C. 401(k) Plan · $2M · 3 · 29th

RANK $2M
RANK 3
RANK 29th
RANK 401(k)
RANK near Bayshire 401(k) Plan
RANK ind #4816

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 Connecticut →

End-of-year total assets ($M) among David M Bass M.D, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

David M. Bass M.D., P.C. multi-year asset trail

Latest sponsor-wide plan assets: $2M 19.169839651100297% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$2M
2023	1	3	$2M
2024	1	3	$2M

David M. Bass M.D., P.C. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$248K
Employer EIN	061002434
Plan Effective Date	2010-06-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

David M Bass M.D, P.C. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare David M Bass M.D, P.C. 401(k) Plan side-by-side with 3 peers →

David M Bass M.D, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Bayshire 401(k) Plan in CA ($2M); 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 ($2M here).

Bayshire 401(k) Plan (CA) $2M · 630
The Anacott Group, Inc. 401(k) Profit Sharing Plan (CA) $2M · 5
Copper Beech Capital, LLC 401(k) Plan (TX) $2M · 18
Cempak Holdings Inc 401(k) Plan (TX) $2M · 2

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
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off

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 David M Bass M.D, P.C. 401(k) Plan assets move in 2023? ▼

David M Bass M.D, P.C. 401(k) Plan grew sharply - up 16.1% during 2023, from $2M to $2M. Reported net income was $248K.

How have David M. Bass M.D., P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), David M. Bass M.D., P.C.'s sponsor-wide assets grew 19.2%, from $2M to $2M.

Which 401(k) plans are similar in size to David M Bass M.D, P.C. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bayshire 401(k) Plan in CA ($2M, 630 participants).

Which 401(k) plans cover a similar participant headcount to David M Bass M.D, P.C. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 061002434.